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Goldman Sachs

How Will Higher-than-Expected Inflation Data Impact the Fed's Next Rate Decisions?

Resumen IA A hot CPI print, marking the third consecutive 0.3% increase, has significantly altered market expectations by forcing a re-evaluation of the Federal Reserve’s reaction function and introducing the possibility of 50-basis-point hikes. Muhammad Qubbaj, co-head of North American…

  • CPI (Consumer Price Index)
  • The Fed (Federal Reserve)
  • Basis Points

EnglishResumen · Transcripción

Excess Returns

The Mag Seven Paid Out 90% of Earnings. Now It’s 28%. What Happens If AI Spending Slows?

Resumen IA Market participants are currently navigating a transition where the AI-driven capital expenditure boom faces scrutiny, forcing a re-evaluation of financial models and valuations. While earnings growth remains robust, investors are increasingly cautious about paying for peak…

  • Magnificent Seven
  • CAPEX (Capital Expenditure)
  • Fed Model

EnglishResumen · Transcripción

Bloomberg Television

Ed Morse Says Oil Can Drop to $50 a Barrel

Resumen IA Global oil markets are experiencing a significant structural shift as the oil intensity of global GDP continues to decline, contrasting sharply with the 1970s energy crises when oil demand outpaced economic growth. Edward Morse, senior advisor at Hartree Partners and former…

  • Brent Crude
  • Hartree Partners
  • OPEC

EnglishResumen · Transcripción

Bianco Research

Rational Dissent Episode 017. Leave the 25, Take the Cannoli

Resumen IA The Federal Reserve faces a critical policy inflection point as sticky inflation data, with core CPI rising at a 3.75% annualized rate, forces a shift in market expectations toward further interest rate hikes. With the Fed Chair providing limited forward guidance, market…

  • CPI (Consumer Price Index)
  • Fed (Federal Reserve)
  • Basis points

EnglishResumen · Transcripción

CNBC Television

Squawk Pod: Treasury Secretary Bessent: ‘F’ the Iranian leadership - 11/13/26 | Audio Only

Resumen IA Nvidia CEO Jensen Huang’s sudden ouster has triggered a corporate and geopolitical crisis, marked by allegations of unauthorized chip sales to Chinese entities through shell companies like MegaSpeed. This scandal has intensified scrutiny on U.S. export controls, with Treasury…

  • The Nvidia Way
  • Blackwell
  • Operation Economic Outcast

EnglishResumen · Transcripción

Eurodollar University

Commodity Markets Are Preparing for Something

Resumen IA Copper prices are correcting from record highs, signaling that market optimism regarding an AI-driven commodity super cycle is fading. While supply-side factors—such as tariff-induced inventory hoarding in the U.S. and constrained production—remain significant, they are being…

  • Copper
  • Artificial Intelligence (AI)
  • Data Centers

EnglishResumen · Transcripción

Más episodios nuevos

Todas Inglés Chino
  1. Global Gas Shortage: This Is When Oil Price Doubles | Josef Schachter

    David Lin

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  2. Anwar Gargash & Kevin Rudd: Iran War, the AI Race, and Energy Security

    Asia Society

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  3. 'There Could Be' More Pain To Come As Debt Costs Soar

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  4. Art Laffer On Bond Market MELTDOWN: How Bad Could It Get?

    David Lin

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  5. Everyone’s Bracing for a Crash. The Economy Says Otherwise.

    Wealthion

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  6. Oracle Cites ‘Force Majeure’ to Seek Cover From Data Center Delays

    Bloomberg Television

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  7. Council of Foreign Relation's Michael Froman Talks Trump/Xi Summit | Bloomberg Talks

    Bloomberg Podcasts

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  8. Meta's Muse Hits #1 | Menlo Sounds the AI Bubble Alarm | Keith Rabois vs Airwallex: Who is Right?

    20VC with Harry Stebbings

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  9. Global Bond Rout Brings Highest US 30-Year Yield Since 2004

    Bloomberg Podcasts

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  10. Ready For A Bear Market? Most Investors Aren't | Ted Oakley @OxbowAdvisors

    Adam Taggart | Thoughtful Money®

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  11. Why Everyone Is Talking About High Diesel Prices | Big Take

    Bloomberg Podcasts

    Resumen
  12. Max Levchin, Founder & CEO of Affirm, on How HVF (Hard, Valuable, Fun) Has Guided His Founder Journey

    Notable Perspectives

    Resumen57 min
  13. Why the world’s economic glue is becoming unstuck

    The Rest Is Money

    Resumen
  14. Bonds Are Going Haywire Again — Howard Marks Explains Why

    Prof G Markets

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  15. MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle

    Macro Voices

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  16. Danielle DiMartino Booth of QI Research with David Lin — Bankruptcies Soar, The Fed Just Lit A Fuse

    Danielle DiMartino Booth

    Resumen
  17. The Money Funding the AI Boom Is Drying Up... Here's What You Must Know

    Eurodollar University

    Resumen
  18. Bond market sell-off is 'not a crisis, but an eye-opener': Rick Rieder | Sozzi Unleashed

    Yahoo Finance

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  19. Why Markets May Be Pricing in Too Many Fed Rate Hikes

    Goldman Sachs

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  20. Galaxy Digital and CleanSpark Batch Zero Approvals, How to Secure a Data Center, Anthropic Thinks AI Could Kill Us All

    Blockspace: AI News

    Resumen1 h 6 min
  21. Ep55: AI agents in the 2025 crypto cycle w/ Bootoshi

    Blockspace: AI News

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  22. Ep28: The Rise of BitcoinFi

    Blockspace: AI News

    Resumen27 min
  23. Ep16: The Biggest Memecoin on the Biggest Blockchain

    Blockspace: AI News

    Resumen34 min
  24. Max Levchin on why Affirm wants to be your smarter older sister

    The CEO Signal

    Resumen45 min
  25. The High Schools Going All-In on AI

    The Journal.

    Resumen23 min
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