Geopolitics

Goldman Sachs Clear Position: This Is the Largest Capital Demand Cycle in Human History – The Federal Reserve Is Merely a Spectator - 36 Kr

Source: 36 Kr

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DW NOTE

Goldman says capital demand has never been larger and the Fed is powerless to stop it. That means long rates stay elevated regardless of what Powell does with the policy rate. The 10-year is at 4.68% — up sharply over the past month — while the Fed funds rate sits at 3.63%. The bond market is pricing in structural supply, not central bank guidance.

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shor

Goldman Sachs Clear Position: This Is the Largest Capital Demand Cycle in Human History – The Federal Reserve Is Merely a Spectator - 36 Kr

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

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