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04.08.26 - 05:54
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Japan′s Equities Risk Tactical Correction: Goldman′s Moe (Bloomberg)
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Goldman Sachs Chief APAC Regional Equity Strategist Timothy Moe discusses Japan's macroeconomic environment following recent currency market intervention, warning that Japanese stocks risk a tactical pullback. However, he notes corporate earnings will likely remain intact and maintains a bullish view on structural market fundamentals. (Source: Bloomberg)...
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04.08.26 - 04:54
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China′s outsize commodities footprint cushions global energy shocks: Goldman Sachs (SCMP)
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China's outsize footprint in global commodities is helping to cushion international energy shocks and stabilise gold prices, even as its export controls on rare earths and other critical minerals trigger violent price swings in the Western technology supply chain, according to Goldman Sachs.
In a report published on Monday, Goldman commodities analysts Daan Struyven and Lia Thomas cast Beijing as the global commodity markets' de facto “volatility arbiter”, arguing that Chinese policies pulled......
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03.08.26 - 19:18
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Goldman Sachs Says This Is Where Microsoft’s AI Investments Begin to Pay Off Big Time (24/7 Wall St.)
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Artificial intelligence has entered a new phase. For the past two years, investors rewarded the companies building the picks and shovels of the AI revolution, from semiconductor makers to networking equipment suppliers. That spending spree isn't ending, but the focus is beginning to shift. Enterprises now want measurable returns instead of bigger models or larger ... Goldman Sachs Says This Is Where Microsoft's AI Investments Begin to Pay Off Big Time...
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03.08.26 - 18:09
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"Really Only One Thing Worries Us A Lot": Here′s What Keeps Goldman′s Commodities Guru Up At Night (ZeroHedge)
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"Really Only One Thing Worries Us A Lot": Here's What Keeps Goldman's Commodities Guru Up At Night
Samantha Dart, co-head of global commodities research at Goldman, joined Bloomberg TV on Monday morning and warned that diesel sits at the epicenter of a worsening global fuel supply squeeze, as Ukrainian drone and missile strikes disrupt Russian refining and the US-Iran war disrupts tanker flows through the Strait of Hormuz.
Dart joined Haslinda Amin on Insight with Haslinda Amin to discuss growing risks in diesel markets.
She warned, "The situation in Russia is really one thing that worries us a lot," adding, "The Russia issue has been going on now for, what, four years? So this can keep going."
Amin asked Dart: "And finally, your conviction call. What's the one bet in the commodity space for the next 12-24 months?"
Dart responded:
"Yeah, so I've mentioned a couple of things. I'd say on the oil side, as I mentioned before, diesel, I think is th...
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03.08.26 - 09:18
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Goldman Sachs Warns on Russia-Driven Diesel Squeeze (Bloomberg)
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Samantha Dart, co-head of global commodities research at Goldman Sachs, joined Haslinda Amin on Insight with Haslinda Amin to discuss growing risks in diesel markets. Dart says disruptions to Russian fuel exports and the US-Iran war are tightening supplies, raising concerns about global refining capacity and fuel prices. (Source: Bloomberg)...
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