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20.10.26 - 15:03
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EU NatGas Hits 2022 Crisis Levels As Goldman Warns 150 Euros Could Be Next (ZeroHedge)
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EU NatGas Hits 2022 Crisis Levels As Goldman Warns 150 Euros Could Be Next
Back in late August, Goldman Sachs commodities expert Samantha Dart warned that EU natural gas prices would need to soar dramatically to discourage Asian LNG demand and shift cargoes to Europe amid disruptions at the Strait of Hormuz.
*EUROPE'S GAS BENCHMARK EXCEEDS €90 FOR FIRST TIME SINCE 2022
— zerohedge (@zerohedge) October 20, 2026
Fast forward to Tuesday morning, European gas prices (TTF) have topped 90 euros per megawatt-hour, the highest level since late 2022. Notably, Dart warned about where prices were headed when EU NatGas was trading around 67 euros.
Separately, Goldman's Daan Struyven and Dart released a new note earlier today, putting their base case for Brent crude at $90 a barrel and European benchmark EU NatGas at 70 euros by year-end, assuming a recovery in Middle Eastern supply and easing risk premiums. Brent is forecast to average $80 in 2027.
However, they warned that risks remained skewe...
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20.10.26 - 14:00
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Here Are Tuesday′s Top Wall Street Analyst Research Calls: Akamai Technolgies, Apple, Blackrock, Ford Motor, Healthcare Realty Trust, Noble, Sunoco LP, Venture Global, Western Midstream Partners, Zoetis, and More (24/7 Wall St.)
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Pre-Market Stock Futures: Futures are mixed, but Nasdaq futures are lower as chipmakers come under attack this morning. The AI trade made a Monday comeback after a dreadful period last week. The Goldman Sachs (NYSE: GS) upgrade of CoreWeave (NASDAQ: CRWV) was a lynchpin in Monday's move higher, despite the shares actually closing flat on the […]...
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19.10.26 - 22:37
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Goldman′s Lynam Not Worried About Access to Debt Amid AI Buildout (Bloomberg)
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Amanda Lynam, chief credit strategist at Goldman Sachs, says recent widening in AI-related credit spreads resembles an earlier episode but differs because high-yield debt is now leading the move and investors are raising fundamental questions. She speaks on "Bloomberg The Close." (Source: Bloomberg)...
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19.10.26 - 21:42
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AI CapEx And Earnings: What Happens When Growth Slows (ZeroHedge)
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AI CapEx And Earnings: What Happens When Growth Slows
Authored by Lance Roberts via RealInvestmentAdvice.com,
AI capex and earnings are now so tightly tied that spending doesn't have to fall to hurt profits. It only has to stop accelerating.
Almost half of the S&P 500's earnings growth this year traces back to one activity: companies buying chips, servers, power gear, and concrete to build artificial intelligence. That's the estimate Goldman Sachs published on September 23. It's also the clearest statement yet of how tightly AI capex and earnings are now linked.1 Most investors read it as a story about the spenders. I think they're looking at the wrong side of the ledger. Capex leaves one company's bank account and appears on another company's income statement, so the "AI earnings boom" depends less on how much is spent than on whether spending continues to grow.
Every Dollar Of Capex Is Someone Else's Revenue
When a hyperscaler commits $10 billion to a data center, that mone...
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