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30.03.26 - 10:54
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Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI | Odd Lots (Bloomberg)
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When we last spoke to Marco Argenti, chief information officer at Goldman Sachs, we were talking about how the bank was deploying AI, including the development of its own internal tools. But that was a year and a half ago and a lot has changed since then, especially with the arrival of agentic platforms like Claude Code. So what exactly is Goldman Sachs doing with AI now? And what has its experience with the new tech been like so far? On this episode, we catch up with Marco to discuss what AI deployment at the bank actually looks like at the moment — including how AI coding is changing the work of its developers and engineers — to all the data challenges and regulatory concerns that come with integrating this technology at scale.
(Source: Bloomberg)...
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30.03.26 - 10:01
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Odd Lots: Goldman′s Argenti on the Improvements in AI (Podcast) (Bloomberg)
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When we last spoke to Marco Argenti, chief information officer at Goldman Sachs, we were talking about how the bank was deploying AI, including the development of its own internal tools. But that was a year and a half ago and a lot has changed since then, especially with the arrival of agentic platforms like Claude Code. So what exactly is Goldman Sachs doing with AI now? And what has its experience with the new tech been like so far? On this episode, we catch up with Marco to discuss what AI de...
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30.03.26 - 06:06
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SoftBank secures US$40 billion loan to fund OpenAI investment (Digitimes)
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SoftBank Group Corp. has secured a US$40 billion bridge loan to support its ongoing investment in US artificial intelligence developer OpenAI, marking one of the largest dollar-denominated borrowings in the Japanese conglomerate's history. The unsecured loan, arranged with JPMorgan Chase, Goldman Sachs, Mizuho Bank, Sumitomo Mitsui Banking Corp., and MUFG Bank, is set to mature on March 25, 2027, according to Jiji Press, The Japan Times, Reuters, and TechCrunch....
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30.03.26 - 05:42
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Global Demand Destruction: Subsidies, Empty Gas Stations, Rationing, Flight Cancelations, Export Limits, Price Controls (ZeroHedge)
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Global Demand Destruction: Subsidies, Empty Gas Stations, Rationing, Flight Cancelations, Export Limits, Price Controls
In the past two weeks we have discussed demand destruction as a result of soaring oil prices (here and here), and we are increasingly seeing anecdotal evidence of just that (here is a table from Goldman we showed previously, laying out where demand destruction is most acute).
We start, as always, with Asia which has emerged as ground zero of the global energy crisis - as a reminder last week we first presented a map by JPMorgan's resident commodity expert who how the shockwave from the Iran war spreads across the world, hitting Asia first, then Africa and Europe, before settling on the US, but mostly California.
Source
According to UBS, a shortage of jet fuel in Asia and very high prices for what is available are now leading to greater flight cancellations. European jet fuel trades around $1713/tonne, up 114% since the war began. Singapore fuel is up around 140%. Both Vietna...
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30.03.26 - 00:33
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"Green-Dot Sunday" Is Non-Negotiable: Oil Up, Stocks Down As War Begins 2nd Month (ZeroHedge)
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"Green-Dot Sunday" Is Non-Negotiable: Oil Up, Stocks Down As War Begins 2nd Month
As last week wore on, it felt increasingly like the market was transitioning from pricing inflation risk (from a 'brief' energy supply shock) to weighing a demand-shock-driven growth scare (from a longer lasting disruption) as bonds rallied in the face of higher oil and lower stocks (stagflation).
Last week saw three attempts at unilateral de-escalation (5-day delay, 'ceasefire' proposal, 10-day delay) met with even more supply as the apparent 'Trump Put' or 'TACO' trade is losing its power.
Simply put, as Goldman's Shreeti Kapa noted last week, the answer to everything depends on one binary variable: the duration of the war.
That in turn depends if there will be safe transit of oil vessels through the Strait of Hormuz.
Even if the strait is opened, would we be able to restore oil flows to pre-conflict levels?
What is the guarantee for safe passage?
Can any ceasefire be trusted?
For how lo...
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