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01.04.26 - 09:54
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Ex-Finanzminister: Jörg Kukies wechselt zu Morgan Stanley (Das Investment)
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Jörg Kukies verlässt die Politik und wechselt zu Morgan Stanley. Der Ex-Finanzminister übernimmt laut Manager Magazin eine Spitzenrolle in Kontinental-Europa.Es gibt Karrieren, die in gerader Linie verlaufen – und solche, die Bögen beschreiben. Jörg Kukies hat beides getan: vom Hörsaal in Harvard und Chicago über die Handelsetagen von Goldman Sachs ins Bundesfinanzministerium, von dort ins Kanzleramt, schließlich auf die Regierungsbank. Nun schließt sich der Kreis. ###PREMIUM-BLOCKPOSITION### Nach gut sieben Jahren in der Politik......
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01.04.26 - 09:12
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Rheinmetall: "Conviction Buy" – Aktie startet wieder durch (Der Aktionaer)
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Die Hoffnung auf ein Ende des Iran-Kriegs treibt die Börsen am Mittwoch an. Doch auch die Rüstungsaktien können in diesem Umfeld weiter zulegen. Der Blue Chip Rheinmetall löst sich damit weiter von den jüngsten Tiegs und profitiert neben der allgemeinen Marktstimmung von einer neuen Einschätzung von Goldman Sachs....
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01.04.26 - 05:01
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China′s Economy Better Insulated Than U.S. Against Oil Shock, Goldman Sachs Says (Caixin)
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As the Iran war enters its fifth week, the navigation crisis in the Strait of Hormuz remains unresolved. Although three Asian countries have announced agreements with Iran to allow their vessels to pass, traffic through the strait is still running far below normal levels. Meanwhile, international oil prices are approaching the $110 a barrel mark.... Read more...
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31.03.26 - 18:30
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European Inflation Jumps Most Since 2022 On Soaring Energy Prices Even As Core CPI Unexpectedly Shrinks (ZeroHedge)
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European Inflation Jumps Most Since 2022 On Soaring Energy Prices Even As Core CPI Unexpectedly Shrinks
In an early preview of the coming inflation spike, the euro area saw its steepest jump in inflation since 2022 as the Iran war pushed energy costs sharply higher, backing expectations that the ECB will have to raise interest rates.
In March, European consumer prices rose 2.5% from a year ago in March - and up a whopping 1.9% from the previous month - to the highest since January 2025. The silver lining: the median estimate was for an even higher 2.6% print.
Yet while headline inflation soared, demand destruction appears to have depressed other purchases, and core inflation, which excludes volatile items like food and energy, unexpectedly slowed to 2.3%, while the closely watched services gauge also eased, Eurostat said Tuesday.
Some more details from Goldman:
Euro area headline HICP inflation increased by 0.63pp to 2.52%yoy in March, below our tracking and consensus of 2.6%yoy. Core HICP ...
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31.03.26 - 10:25
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Wall Street Has a Growing Appetite for Fast Food in Japan (Bloomberg)
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In the land of sushi and ramen, Wall Street is betting millions on American burgers and fried chicken. Carlyle and Goldman Sachs see chains like KFC and Burger King having a larger presence in Japan.
What's fueling these big bets? Lisa Du explains. (Source: Bloomberg)...
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31.03.26 - 09:48
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Goldman Sachs Sees Longer-Lasting Economic Hit From War (Bloomberg)
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Sharon Bell, senior European equity strategist at Goldman Sachs, says the Iran war will continue to have a negative economic impact even if there's a fast resolution. "You'll still see people seeing higher energy costs, etc., and therefore lower confidence and low growth," Bell tells Bloomberg Television. "PMI surveys, for example, have already started to come down. So I think there's already been damage. It's really a case of how permanent that is or not. (Source: Bloomberg)...
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