Geopolitics

Goldman Sachs is unequivocal: This is the largest capital demand cycle in human history, and the Federal Reserve is merely a spectator. - Moomoo

Source: Moomoo

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DW NOTE

Goldman Sachs claims we are in "the largest capital demand cycle in human history" — presumably datacenter build-outs, energy transition infrastructure, AI compute. The tell is in the metals: gold is down 23% from January, silver down 50%, and crude 25% off its high. If capital demand were truly historic, commodities would be screaming. Instead they are collapsing. This is a narrative searching for confirmation in price action that does not exist.

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Goldman Sachs is unequivocal: This is the largest capital demand cycle in human history, and the Federal Reserve is merely a spectator. - Moomoo

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

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