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24.06.26 - 14:24
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Goldman Sachs Cuts Fourth-Quarter Crude Forecast to $80 (Bloomberg)
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Daan Struyven, co-head of global commodities research at Goldman Sachs, explains the three reasons why oil prices are coming down so quickly following the US and Iran reaching an interim peace agreement and says analysts and investors “underappreciated the flexibility” in global oil markets during the conflict. (Source: Bloomberg)...
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24.06.26 - 14:09
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Chip Party Must Go On: SK Hynix To Raise $29 Billion In US Listing (ZeroHedge)
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Chip Party Must Go On: SK Hynix To Raise $29 Billion In US Listing
About two days after a Chosun media report from South Korea sparked a global sell-off in memory stocks and triggered a 10% crash in the Kospi, a new report states that memory giant SK Hynix is planning a massive $29.4 billion US listing. This move will test investor appetite for another mega AI-linked offering and demonstrate whether markets can absorb another massive listing weeks after the SpaceX IPO.
Bloomberg reports the offering would be the largest U.S. listing by a Korean firm and the biggest ever via American Depositary Receipts, easily exceeding Alibaba's $25 billion 2014 debut.
The offering is being led by Bank of America, Citigroup, Goldman Sachs, and JPMorgan. SK Hynix is at the center of the AI infrastructure buildout, serving as one of the top suppliers of high-bandwidth memory chips used in AI chip stacks at data centers.
The listing gives SK Hynix access to a much broader and more liquid US investor base, which...
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24.06.26 - 14:09
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Mamdani-Backed Candidates Win New York House Primaries (ZeroHedge)
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Mamdani-Backed Candidates Win New York House Primaries
Authored by Nicholas Zifcak & Jackson Richman via The Epoch Times,
All three candidates endorsed by New York City Mayor Zohran Mamdani won their closely-watched House primary races on Tuesday, handing the democratic socialist a victory in his bid to move his party more to the left.
Democratic congressional candidate Brad Lander (R) arrives with New York City Mayor Zohran Mamdani for an election night watch party in New York City on June 23, 2026. Ryan Murphy/AP Photo
On the job for fewer than six months, the mayor waded into three congressional primary races, backing democratic socialists and progressives against more established Democrats.
Mamdani-endorsed former New York City Comptroller Brad Lander defeated Rep. Dan Goldman, whose seat spans lower Manhattan and part of Brooklyn.
In the race to succeed retiring Rep. Nydia Velazquez, Mamdani-endorsed Assemblymember Claire Valdez, a self-described democratic socialist, beat Brooklyn Boroug...
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24.06.26 - 09:36
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Apple supplier Luxshare Precision Industry passes hearing for Hong Kong listing (SCMP)
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Luxshare Precision Industry, a key player in Apple's AirPods and iPhone supply chains, passed a listing hearing for the Hong Kong Stock Exchange (HKEX), joining a wave of mainland Chinese technology manufacturing giants seeking diversified capital in the city.
The Shenzhen-listed firm cleared the regulatory hurdle for a Hong Kong listing on Tuesday, days after receiving a greenlight from the China Securities Regulatory Commission for the offshore plan.
The deal counts Citic Securities, Goldman......
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24.06.26 - 07:45
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US Reportedly Studying Imports of CN Robots, Signaling Potential Action (AAStocks)
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US Commerce Secretary Howard Lutnick held a closed-door roundtable meeting with corporate executives on Monday (22nd), US online media outlet Politico, citing sources, reported. Senior representatives from major companies including SpaceX (SPCX.US), Boston Dynamics, JP Morgan (JPM.US), Goldman Sachs (GS.US), Rockwell Automation......
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24.06.26 - 05:15
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Lutnick Eyes Crackdown On Chinese Humanoid Robots (ZeroHedge)
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Lutnick Eyes Crackdown On Chinese Humanoid Robots
One day after the House Select Committee on China sounded the alarm over China-based Unitree selling humanoid robots on Amazon to U.S. consumers, a new Politico report states Commerce Secretary Howard Lutnick held a closed-door meeting with top U.S. executives and signaled that the Trump administration is considering strong action against subsidized robotics imports from China.
Unitree was recently designated as a Chinese military company and its products are a threat to our national security, yet here is @Amazon selling a Unitree robot in America.
We need Chairman @RepMoolenaar's GUARD Act to stop this threat and support American robotics. pic.twitter.com/lKt6PBHZcV
— Select Committee on China (@ChinaSelect) June 22, 2026
Lutnick and other Trump administration officials held a roundtable with executives from SpaceX, Boston Dynamics, JPMorgan Chase, Goldman Sachs, Siemens, Rockwell Automation, and other firms, with discussions focused on re...
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24.06.26 - 03:12
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As China plans for demographic crisis, some sectors see opportunity (SCMP)
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As China moves towards becoming one of the world's fastest-ageing economies – a trend causing worry over future productivity and a widening gulf between the country's working and retired populations – Goldman Sachs said the pharmaceutical and biotechnology sectors could end up the biggest winners from the demographic divide, while carmakers and technology hardware manufacturers may see fiercer headwinds.
Hong Kong and mainland China are both expected to enter the top 10 ranking for the world's......
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23.06.26 - 23:30
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US Anthropic ban is best advert for Chinese AI (SCMP)
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Bankers working for JPMorgan Chase and Goldman Sachs in Hong Kong must have been miffed when they were shut off from using artificial intelligence (AI) models from Anthropic, a pioneering American firm in the field.
Goldman Sachs and JPMorgan Chase pulled the plug in April and last week respectively, based on a strict interpretation of Anthropic's terms of use, which reflect Washington's stringent restrictions on China's access to frontier American AI models.
The banks' decisions are seen as a......
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23.06.26 - 22:39
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Ras Laffan Explosion Threatens To Slow Qatar LNG Ramp, Goldman Says (ZeroHedge)
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Ras Laffan Explosion Threatens To Slow Qatar LNG Ramp, Goldman Says
A powerful explosion tore through Qatar's key natural gas plant late Sunday, killing at least 13 people and injuring 66 others. While the incident does not appear to have directly impaired LNG export capacity, it has certaintly raised the risk that Qatar may slow the restart of operations as a precaution.
The timing could not be worse. The blast at Qatar's giant Ras Laffan energy complex comes just a week or so after the US-Iran interim peace deal was signed and days after the Strait of Hormuz was reopened.
Latest maritime ship tracking data shows a notable uptick in transits of tankers and cargo vessels on the critical waterway.
Goldman Sachs energy expert Samantha Dart penned a note on Monday detailing how the explosion at Qatar's Barzan gas plant in Ras Laffan does not appear to have directly affected the country's LNG export capacity, but it has raised questions over whether Qatar Energy may slow the restart of export ...
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23.06.26 - 18:00
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Burnham adviser calls for billions of pounds in borrowing for infrastructure (The Guardian)
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Exclusive: Jim O'Neill, a former chief economist at Goldman Sachs, says government should spend more on big projectsUK politics live – latest updatesThe man tapped by Andy Burnham to be his chief economic adviser has called for billions of pounds more borrowing to pay for investment in infrastructure, in a sign of how Burnham may seek to break from the policies pursued by Keir Starmer.Jim O'Neill, an economist and former minister, said he wanted the government to create an independent body for infrastructure spending along the lines of the Office for Budget Responsibility (OBR), which could be freed up to spend significantly more on major projects. Continue reading......
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