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24.09.25 - 14:45
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Trump′s Ukraine/Russia Comment Sparks Renewed Bid In European Defense Stocks (ZeroHedge)
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Trump's Ukraine/Russia Comment Sparks Renewed Bid In European Defense Stocks
The Goldman Sachs basket of European defense firms (GSSBDEFE) jumped nearly 3% on Wednesday after President Trump posted a surprising comment on Truth Social, saying Ukraine is now positioned to fully reclaim its original territory from Russia in a 3.5-year war. Trump then called Russia a "paper tiger"...
Here's a snippet from Trump's Truth Social post that sparked upside in the GS EU Defense basket that consists of European names with exposure to defense spending:
"After getting to know and fully understand the Ukraine/Russia Military and Economic situation and, after seeing the Economic trouble it is causing Russia, I think Ukraine, with the support of the European Union, is in a position to fight and WIN all of Ukraine back in its original form."
Really?
The GS European Defense basket is up 2.7% in early afternoon trading. Industry heavyweight Rheinmetall AG gained 2...
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16.09.25 - 16:39
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Ukrainian Kamikaze Drone Attacks Slash Russian Refining Capacity (ZeroHedge)
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Ukrainian Kamikaze Drone Attacks Slash Russian Refining Capacity
Ukraine has ramped up its use of long-range drones against Russian oil refineries, export terminals, and storage facilities in an effort to erode Moscow's revenue streams and weaken its war financing ability, with the latest kamikaze drone attacks in August and September taking an estimated 300,000 barrels per day of refining capacity offline, according to a Goldman Sachs client report issued this week.
A team of Goldman analysts led by Yulia Zhestkova Grigsby and others wrote in a note to clients:
The Brent oil price increased by $2/bbl from a week ago to $67/bbl as drone attacks on Russia refineries and export facilities ramped up. We estimate that drone attacks took out about 0.3mb/d of Russia refining capacity in August and in September so far.
Following increasing sanctions pressure on Russian oil buyers and lower refinery runs, Russia seaborne diesel exports dropped by nearly 1/2 over the last 6 months or by 0.5mb...
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12.09.25 - 15:15
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Oil Prices Surge On Ukrainian Drone Threat, Expanded Russian Sanctions Fears (ZeroHedge)
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Oil Prices Surge On Ukrainian Drone Threat, Expanded Russian Sanctions Fears
Oil prices are surging this morning as the market is caught in a "tug-of-war" between bearish fundamentals and heightened geopolitical risks (as Citigroup put it).
“The volatility reflects the market's ongoing struggle to balance growing surplus risks against persistent geopolitical uncertainty and resilient refined product margins,” said Ole Hvalbye, a commodities analyst at SEB AB.
“Sentiment remains broadly cautious.”
Crude rallied initially on mounting fears that Ukrainian drone attacks may disrupt flows through Russia's two most important crude-exporting hubs on the Baltic coast.
The strikes have suspended operations at Primorsk, the main oil-loading port in the region, as well as three pumping stations pushing crude to the Ust-Luga hub, a person familiar with the situation said.
The gains extended further on reports that the Trump administration will urge its allies in the Group of Seven...
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10.09.25 - 12:42
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Von der Leyen kündigt Drohnen-Allianz mit Ukraine an (DPA-AFX)
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STRASSBURG (dpa-AFX) - EU-Kommissionspräsidenten Ursula von der Leyen hat eine Allianz mit der Ukraine zur Produktion von Drohnen angekündigt. Für das Projekt werde Europa sechs Milliarden Euro bereitstellen, sagte die deutsche Politikerin in einer Rede ......
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21.08.25 - 12:18
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Vance Says Russia Wants Territory That′s Under Ukraine′s Control | The Pulse 8/21/2025 (Bloomberg)
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Federal Reserve Governor Lisa Cook signaled her intention to remain at the central bank, despite calls for her resignation by President Donald Trump over allegations of mortgage fraud.
Cook said she will gather accurate information to answer any legitimate questions and provide the facts, and that she has no intention of being bullied to step down from her position.
Senator Elizabeth Warren said the Trump administration "should not weaponize the federal government to illegally fire independent Fed Board members", according to her emailed statement.
Meanwhile, Vice President JD Vance said negotiations over ending Russia's war in Ukraine are focused on security guarantees for Ukraine and territory Russia wants to control.
Today's guests: Karen Ward, JPMorgan Asset Management EMEA Chief Market Strategist, Ester Baiget, Novonesis CEO (Source: Bloomberg)...
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19.08.25 - 12:18
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US and Europe to Work Immediately on Ukraine Security Plan | The Pulse 8/19/2025 (Bloomberg)
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US and European officials started work on bolstering Ukraine's military, part of a package of security guarantees that will open a path to a landmark meeting between presidents Vladimir Putin and Volodymyr Zelenskiy.
It comes after President Trump said he pitched a one-on-one meeting between the Russian and Ukrainian leaders. However, Putin critic Bill Browder said Putin has no desire to stop fighting his war against Kyiv.
Today's guests: Carl Bildt, Co-Chair of the European Council on Foreign Relations and Former Prime Minister of Sweden, Bill Browder, CEO of Hermitage Capital, Giulia Pellegrini, Emerging Markets Portfolio Manager at Allianz Global Investors. (Source: Bloomberg)...
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18.08.25 - 12:24
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Ukraine′s Zelenskiy Set to Meet Trump After Putin Summit | The Pulse 8/18/2025 (Bloomberg)
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Ukraine's Volodymyr Zelenskiy and European leaders look to pin down US security guarantees as they meet with Donald Trump.
The White House is expected to focus on territorial concessions, following President Trump's meeting with Russian's Vladimir Putin on Friday.
Bond traders face an important moment this week when Fed Chair Jerome Powell delivers his key note speech at Jackson Hole.
Today's guests: Jens Eisenschmidt, Chief Europe Economist at Morgan Stanley, Nigel Gould-Davies, senior fellow for Russia and Eurasia at the International Institute of Strategic Studies, and Johnny Taylor, President and Chief Executive of the Society for Human Resource Management and a former member of the White House American Workforce Policy Advisory Board. (Source: Bloomberg)...
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