Amid Washed Out Positioning, Goldman's Flows Guru Spots An Opportunity Into Catalyst-Heavy Week
Goldilocks over-bid... a 1%-straddle into Astra and CPI week?
Goldilocks over-bid... a 1%-straddle into Astra and CPI week?
Brent crude reaches 6-week high...
"Thus, the populist BSW, with its 5 seats, has a key role to play in the upcoming coalition negotiations as potential kingmakers."
Even the mainstream US media is increasingly turning against him...
"What fear is there in the population that we may have underestimated?"
...he had 330 million reasons to abandon blighty...
Indefinitely perpetuating the Ukrainian Conflict through these means indefinitely delays the full implementation of the US' planned "Pivot (back) to (East) Asia"...
"The automotive industry faces significant challenges, with technological change amidst intense competition and ongoing geopolitical uncertainty."
Greenland's icecap is doing just fine... It's still much larger than it has been for most of the last 10,000 years and if it is shrinking at all, it is doing so no faster than a century ago.
“The value rotation in Asia is set to expand and extend as semiconductor’s downtrend is not yet finished. The market has clearly entered a new phase as funds will favor those names with solid growth and track records.”
Abdullah Muhaysini, a Salafi-jihadi cleric from Saudi Arabia, was frequently seen on camera directing young suicide bombers in Syria...
The systems are extraordinary memorizers anthropomorphized into human costume...
"China's defense establishment is accelerating research into humanoids' military uses and planning for their eventual wartime deployment..."
"Recent top-level meetings have all called for more proactive fiscal policy to counter growth pressures, and capital injections into financial institutions are part of that fiscal toolkit"
More diverse partnerships and new connectivity corridors have expanded their diplomatic flexibility.
"A Democrat sweep is a threat to asset prices... challenging the K-shape wealth boom, AI capex boom, and stocks "too big to fail" Wall Street zeitgeist."
AI capability is accelerating/reinvigorating... but energy is objectively problematic, and inflation and rates are back in the game...
Nickel has been priced at a consistent premium to copper ever since it started to be mined on a large scale in the mid-19th century. That seeming law of nature looks on the brink of breaking.
