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07.08.26 - 15:16
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Bonds & Bullion Jump, Dollar Dumps As Rate-Hike Odds Slump After Payrolls Miss (ZeroHedge)
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Bonds & Bullion Jump, Dollar Dumps As Rate-Hike Odds Slump After Payrolls Miss
As we noted in our preview, today's payrolls print was indeed "bad news is good news" as the surprise five-sigma miss (-23k) on payrolls (albeit with a drop in the unemployment rate) sent rate-hike odds reeling lower...
“History doesn't repeat, but sometimes it rhymes. For the third time in as many years, July jobs data saw a mid-summer loss of momentum. While incoming inflation data will be the ultimate arbiter, slowing jobs growth helps support a September hold,” says Lindsay Rosner, head of multi sector fixed income investing at Goldman Sachs Asset Management.
That helped smash Treasury yields lower, led by the short-end...
...which in turn crushed the dollar...
...lifting gold above $4350...
Some good news for Bessent, JPY is strengthening...
Stocks are also soaring, with Nasdaq leading the way...
Admittedly, as JPMorgan's Feroli flagged, technical effects such unwinding of World Cup-related hir...
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05.08.26 - 12:36
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China′s AI revenue projected to reach US$13b on breakthroughs, adoption: Goldman Sachs (SCMP)
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Rising cost efficiency and rapidly advancing capabilities from players like DeepSeek and MiniMax have prompted Goldman Sachs to raise its run-rate revenue forecast for China's artificial intelligence model market by 30 per cent to US$13 billion.
In a research note published on Monday, the US investment bank boosted its year-end annualised recurring revenue (ARR) projection for mainland Chinese AI models from US$10 billion, citing aggressive price cuts, technical breakthroughs and accelerating......
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05.08.26 - 06:30
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Goldman Sachs′ Keung on Chinese AI Models (Bloomberg)
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Ronald Keung, Head of Asia Internet Research at Goldman Sachs, expects competition for best performance-to-cost balance to intensify among Chinese AI developers. He speaks on "Bloomberg: The China Show." (Source: Bloomberg)...
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04.08.26 - 20:24
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S&P 500 Rally Faces Earnings Test | Open Interest 8/4/2026 (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." A new S&P 500 record is in sight as earnings put the rally to the test. SpaceX and Palantir take center stage, while oil slides on hopes for a US and Iran breakthrough. Plus, Redd Brown joins us on McDonald's leadership shakeup, Bob Sloan of S3 says SpaceX is the "frothiest trade the market has even seen." Phantom CEO Jim Cantrell takes a deep dive into the space boom, and Goldman's Amanda Lynam joins us with a look at hidden credit stress. (Source: Bloomberg)...
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