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10.03.26 - 13:00
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As Trade Growth Surged, Goldman′s One-Delta Desk-Head Asks "Is China Done Exporting Deflation?" (ZeroHedge)
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As Trade Growth Surged, Goldman's One-Delta Desk-Head Asks "Is China Done Exporting Deflation?"
China's trade growth accelerated sharply in January-February (exports: +21.8% yoy, imports: +19.8% yoy) and came in well above consensus expectations, prompting Goldman's Rich Privorotsky to ask:
Rebounding aggressively. China exports were strong and CPI came in hot earlier in the week, prompting the question: is China done exporting deflation?
Government data showed that exports soared 22% during the period, compared with a 7.2% median estimate from Wall Street analysts surveyed by Bloomberg. Imports jumped nearly 20%, according to a statement released Tuesday by the General Administration of Customs. The trade surplus came in at $214 billion, an all-time high for the January-February period.
Notably, both months are combined to smooth out any distortions caused by the Lunar New Year holiday.
Trade flows show China is becoming less reliant on the US market. Exports to the US fell 11%, ...
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10.03.26 - 04:12
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With World Seemingly At War, DARPA Finds Time To Unveil The X-76 (ZeroHedge)
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With World Seemingly At War, DARPA Finds Time To Unveil The X-76
Before Operation Epic Fury began, corporate media published a few very concerning headlines:
Fast forward to Monday afternoon: Operation Epic Fury against Iran has entered its 10th day. Jared Cohen, President of Global Affairs and Co-Head of the Goldman Sachs Global Institute, warned investors on the GS Weekend Macro Call that regional spillover risks worldwide were among his top concerns.
Latest headlines in the Middle East:
Iran Signals 'Fight To The End' Under New Ayatollah, As US Struggles To Define Israeli-Coordinated Endgame
"Let Them Keep Playing Games": Iran Warns Of $200 Crude Oil
G-7 Leaders Reject SPR Release Plan, But 'Stand Ready' After Initial Jawbone Efforts Fade
The focus of this note is not the energy market or global spillover risks. Rather, it is the fact that DARPA found time to publish a press release about an experimental aircraft with a historic lineage of X-planes.
DARPA said the new aircr...
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09.03.26 - 22:39
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Goldman′s Global Affairs Chief Warns Of Middle East Spillover Threats (ZeroHedge)
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Goldman's Global Affairs Chief Warns Of Middle East Spillover Threats
West Texas Intermediate crude futures spiked as high as $111 a barrel on Sunday evening as the deepening Middle East conflict sent panic through oil markets, with supplies from key Gulf producers going offline and the Strait of Hormuz remaining paralyzed into week two.
The key question on some energy desks is whether this energy shock will force President Trump to scale back Operation Epic Fury in a TACO-style retreat by Tuesday with WTI in triple-digit territory. That is hard to say, given that U.S. Central Command stated on X over the weekend that the operation will only accelerate from here.
But BofA's Michael Hartnett suggests a de-escalation of the Iran war in March (read the note). That's because Trump's approval ratings for the economy (40%) and inflation (36%) are back at their lows.
The larger concern now, beyond the energy market, is the risk of a global spillover. As Jared Cohen, President of Global Affairs a...
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09.03.26 - 20:54
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The Guardian view on the Iran crisis exposing Britain′s energy vulnerability: clean power offers protection | Editorial (The Guardian)
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The war reveals Britain's exposure to volatile fossil fuel prices. More North Sea drilling will not shield households, building domestic green energy willWhat should Britain do when war in the Middle East sends energy prices soaring? If the strait of Hormuz were blocked for the month of fighting that Donald Trump predicts, British households could face another brutal cost of living shock. Goldman Sachs warns of prices at the pump rising to 2022 levels. That would put more than 50p on each litre in the tank. Prolonged disruption to global gas supplies could see energy bills in the UK rise by £900 to £2,500 a year. Such uncertainty strengthens the case for going big on clean energy.Ed Miliband, the energy secretary, has grasped this reality. By contrast, the Conservatives and Reform UK are doubling down on domestic fossil fuel extraction. The debate is framed around a simple claim of energy security: drill more at home. But the argument is rhetorical. Britain might export a bit more crude and have a smid...
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09.03.26 - 17:18
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Wilentz, Goldman & Spitzer, P.A. Welcomes Former Presiding Judge Robert J. Mega to the Firm (PR Newswire)
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WOODBRIDGE, N.J., March 9, 2026 /PRNewswire/ -- Wilentz, Goldman & Spitzer, P.A. is pleased to announce that the Hon. Robert J. Mega, P.J. Ch. (Ret.) has joined the firm as a member of its Alternative Dispute Resolution team. Judge Mega will provide mediation, arbitration, and special......
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09.03.26 - 16:18
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Private Credit Markets Under Scrutiny (Bloomberg)
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Fast-money investors are piling into bets against US stocks. Goldman Sachs says hedge funds raised short positions in equity ETFs by more than 8% last week. Bob Sloan of S3 Partners joined Bloomberg Open Interest to talk about the short interest in Blue Owl and why investors do not believe the marks in private credit. (Source: Bloomberg)...
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09.03.26 - 13:36
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G-7 Panic? World Leaders Weigh Emergency SPR Dump As Oil Prices Erupt Into Triple-Digit Territory (ZeroHedge)
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G-7 Panic? World Leaders Weigh Emergency SPR Dump As Oil Prices Erupt Into Triple-Digit Territory
Asian and European equities traded lower, while U.S. equity futures fell 1% as Brent and WTI futures traded in triple-digit territory following the weekend escalation in Middle East tensions. The energy shock we have been warning about for the past week, citing top institutional desks from JPMorgan, UBS, Goldman, and others, is now staring G-7 leaders directly in the face as energy market panic erupts.
You know conditions are deteriorating very quickly when the Financial Times reports that G-7 finance ministers are set to hold an 8:30 a.m. New York time call to discuss a possible coordinated release of strategic oil reserves to combat runaway crude prices, as Brent crude hit $119/bbl overnight. Such a move to dump SPR on global markets shows just how afraid policymakers are that the oil shock could crush consumer sentiment and, in turn, hit economic growth.
There have been five coordinated SPR dum...
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09.03.26 - 12:42
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Top US banks weigh suing federal regulator over crypto banking rules (The Guardian)
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Exclusive: Bank Policy Institute, representing lenders such as JP Morgan and Goldman Sachs, argues that new licenses could harm US consumers and financial systemSome of the largest US banks are considering suing their financial regulator, arguing that a new raft of licenses for crypto, payment and fintech could put American consumers and the wider financial system at risk.The Bank Policy Institute (BPI), which represents 40 of the biggest US lenders including JP Morgan, Goldman Sachs and Citigroup, is understood to be weighing its legal options after the Office of the Comptroller of the Currency (OCC) failed to heed repeated warnings from influential banking groups and state regulators over its reinterpretation of federal licensing rules. Continue reading......
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