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11.03.26 - 19:18
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Goldman′s Weir Says Investors Are Wondering About AI ROI (Bloomberg)
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Matthew Weir, Managing Director and senior investment strategist in the Investment Strategy Group at Goldman Sachs, discusses how investors are trying to assess the health of big tech companies in the midst of rising AI investments and geopolitical uncertainty. He joins Ed Ludlow and Caroline Hyde on "Bloomberg Tech." (Source: Bloomberg)...
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11.03.26 - 18:06
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Ex-Goldman Commodity King Warns ′No Policy Response Can Meaningfully Reverse Oil Prices′ (ZeroHedge)
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Ex-Goldman Commodity King Warns 'No Policy Response Can Meaningfully Reverse Oil Prices'
"There is NO policy response that will stop this ascent in crude in the near term," warns Goldman's former head of commodity research, Jeff Currie.
In an interview on Bloomberg TV (watch here), Currie warned that the broader crisis goes beyond just oil:
This isn't solely an oil issue; the Strait disruption affects multiple commodities and global trade.
The system "simply cannot accommodate" such a shock, leading to extreme hoarding, upward price pressure, and potential inflation spillovers.
Oil
Crude's ascent is unstoppable in the near term: No effective policy response (e.g., from governments, SPR releases, or other interventions) can halt or meaningfully reverse the upward trajectory of oil prices while the Strait of Hormuz remains disrupted/blocked.
He emphasizes that policy options are "unlikely to break crude's ascent" under current conditions.
Severe supply cha...
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11.03.26 - 14:30
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Arbeitszeitstudie: Flexible Arbeitszeit steigert Leistung und senkt das Erschöpfungsrisiko (Das Investment)
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Eine IW-Studie stellt eine zentrale Annahme der Präsenzdebatte infrage: Wer seine Arbeitszeit selbst einteilt, arbeitet häufiger lang und ist weniger erschöpft.Bundeskanzler Friedrich Merz fordert seit Monaten einen "Mentalitätswechsel" bei der Arbeitsbereitschaft. Der CDU-Wirtschaftsflügel diskutierte zuletzt, den Rechtsanspruch auf Teilzeit einzuschränken – Stichwort "Lifestyle-Teilzeit". Gleichzeitig rufen große Finanzinstitute ihre Beschäftigten zurück an den Schreibtisch: J.P. Morgan verpflichtete Anfang 2025 alle Mitarbeiter weltweit zur Fünf-Tage-Büropräsenz, Goldman Sachs setzt bereits seit 2023 auf vollständige Anwesenheit. Die Deutsche Bank zog nach und begrenzte Homeoffice auf maximal......
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11.03.26 - 12:57
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Hegseth Warns "Most Intense Day" Of Operation Epic Fury Imminent As IEA Plans "Largest-Ever" SPR Dump (ZeroHedge)
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Hegseth Warns "Most Intense Day" Of Operation Epic Fury Imminent As IEA Plans "Largest-Ever" SPR Dump
America-Israel's Operation Epic Fury entered its 12th day, with U.S. Defense Secretary Pete Hegseth indicating that the most intense phase of U.S. strikes is expected on Wednesday. Tehran responded with retaliatory strikes against Gulf neighbors, as Goldman's foreign affairs chief warned of a growing risk of regional spillover (read here). Overnight, market attention centered on energy, with the IEA reportedly proposing its largest-ever emergency crude release to combat Brent and WTI prices, which have reached triple-digit territory.
"The most fighters, the most bombers, the most strikes. Intelligence more refined and better than ever. So that's on one hand," Hegseth said. "On the other hand, the last 24 hours have seen Iran fire the lowest number of missiles they've been capable of firing yet."
Around 0900 ET, the IEA is expected to announce plans...
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11.03.26 - 11:57
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Flutter Entertainment plc announces launch of fifth tranche of share repurchase program (GlobeNewswire EN)
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NEW YORK, March 11, 2026 (GLOBE NEWSWIRE) -- Flutter Entertainment plc (“Flutter”) (NYSE:FLUT; LSE:FLTR), the world's leading online sports betting and iGaming operator, announces that it has entered into non-discretionary arrangements with Goldman Sachs & Co. LLC to repurchase ordinary shares on Flutter's behalf for an aggregate maximum consideration of up to $250 million on the New York Stock Exchange (the “Buyback”)....
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10.03.26 - 13:00
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As Trade Growth Surged, Goldman′s One-Delta Desk-Head Asks "Is China Done Exporting Deflation?" (ZeroHedge)
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As Trade Growth Surged, Goldman's One-Delta Desk-Head Asks "Is China Done Exporting Deflation?"
China's trade growth accelerated sharply in January-February (exports: +21.8% yoy, imports: +19.8% yoy) and came in well above consensus expectations, prompting Goldman's Rich Privorotsky to ask:
Rebounding aggressively. China exports were strong and CPI came in hot earlier in the week, prompting the question: is China done exporting deflation?
Government data showed that exports soared 22% during the period, compared with a 7.2% median estimate from Wall Street analysts surveyed by Bloomberg. Imports jumped nearly 20%, according to a statement released Tuesday by the General Administration of Customs. The trade surplus came in at $214 billion, an all-time high for the January-February period.
Notably, both months are combined to smooth out any distortions caused by the Lunar New Year holiday.
Trade flows show China is becoming less reliant on the US market. Exports to the US fell 11%, ...
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10.03.26 - 04:12
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With World Seemingly At War, DARPA Finds Time To Unveil The X-76 (ZeroHedge)
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With World Seemingly At War, DARPA Finds Time To Unveil The X-76
Before Operation Epic Fury began, corporate media published a few very concerning headlines:
Fast forward to Monday afternoon: Operation Epic Fury against Iran has entered its 10th day. Jared Cohen, President of Global Affairs and Co-Head of the Goldman Sachs Global Institute, warned investors on the GS Weekend Macro Call that regional spillover risks worldwide were among his top concerns.
Latest headlines in the Middle East:
Iran Signals 'Fight To The End' Under New Ayatollah, As US Struggles To Define Israeli-Coordinated Endgame
"Let Them Keep Playing Games": Iran Warns Of $200 Crude Oil
G-7 Leaders Reject SPR Release Plan, But 'Stand Ready' After Initial Jawbone Efforts Fade
The focus of this note is not the energy market or global spillover risks. Rather, it is the fact that DARPA found time to publish a press release about an experimental aircraft with a historic lineage of X-planes.
DARPA said the new aircr...
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