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30.09.26 - 20:51
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Gulf Exports Roar Back To Pre-War Levels, Goldman Says; Blas Sees "Trump Has Advantage" On Hormuz (ZeroHedge)
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Gulf Exports Roar Back To Pre-War Levels, Goldman Says; Blas Sees "Trump Has Advantage" On Hormuz
The US conflict with Iran has been ongoing for seven months and will soon enter its eighth month. Diplomatic signals this week, along with another request for a US SPR dump and reports of Gulf oil export flows improving toward prewar levels, have sent Brent crude futures down to around $103 a barrel.
Goldman analysts Yulia Zhestkova Grigsby, Alexandra Paulus and Daan Struyven have penned a new note explaining that estimated "dark exports" have helped boost Persian Gulf oil exports to 23.3 million barrels a day over the past week, back to prewar levels and an encouraging development ahead of the Northern Hemisphere winter.
"We estimate that Persian Gulf oil exports, including estimated "dark exports", have recovered to 23.3mb/d over the last week, in line with their 2025 average, as exports doubled in September," the analysts wrote.
They said, "The re...
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30.09.26 - 14:48
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Stocks Waver Ahead of PCE, Micron; Mideast Oil Flows Rebound; Trump Backs Outside AI Audits (Bloomberg)
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US equity futures waver ahead of PCE inflation data and Micron earnings. Oil flows from the Middle East are returning toward pre-war levels despite continued risks to shipping, according to JPMorgan and Goldman Sachs. President Trump endorses independent audits of AI systems through an accord with tech executives. Mads Pedersen of Human Edge Investment Technology joins "Bloomberg Brief" to discuss bond market risks ahead of key economic data. (Source: Bloomberg)...
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30.09.26 - 13:42
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JPMorgan and Goldman See Mideast Oil Flows Near Pre-War Levels (Bloomberg)
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Crude oil flows from the Middle East are returning toward pre-war levels despite continued risks to shipping, according to separate estimates from JPMorgan Chase & Co. and Goldman Sachs Group Inc.
US stocks and Treasuries rose with the Federal Reserve's favored inflation gauge and earnings from Micron Technology Inc. due, updates that are key respectively to interest rates and the artificial-intelligence trade.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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30.09.26 - 05:54
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Frankfurt: David Nolten wechselt von Goldman Sachs zur Capital Group (Das Investment)
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David Nolten wechselt von Goldman Sachs zur Capital Group und übernimmt das Intermediärgeschäft in Deutschland und Österreich.###PREMIUM-BLOCKPOSITION### Capital Group hat David Nolten zum Head of Financial Intermediaries für Deutschland und Österreich ernannt. Er tritt die Position zum 1. Oktober 2026 an und wird von Frankfurt aus das Geschäft mit Finanzintermediären in beiden Märkten verantworten.Nolten berichtet künftig als Managing Director an Arne Tölsner, Head of Client Group DACH bei Capital Group. Zu seinen Aufgaben gehört es, die Beziehungen des Asset Managers zu bestehenden und potenziellen Partnern auszubauen und die Vertriebsaktivitäten im......
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