All-Weather Media

Admin

Markets and central banks are both turning more hawkish; Goldman Sachs explores: How to hedge?

Markets and central banks are both turning more hawkish; Goldman Sachs explores: How to hedge?

``` The energy price shock, combined with the central banks’ hawkish turn, is reshaping global asset pricing logic, presenting investors with unprecedented hedging challenges. Goldman Sachs strategists Dominic Wilson and Kamakshya Trivedi warn in their latest report that the hawkish repricing by markets and central banks has clearly overshot, interest rate

Memory prices plunge, memory stocks fall across the board—is the memory super cycle peaking?

Memory prices plunge, memory stocks fall across the board—is the memory super cycle peaking?

Recently, the memory prices that had been rising for months suddenly turned downward, triggering concerns in the market about the memory cycle peaking. According to market tracking data, several US retailers have seen large-scale price reductions in DDR5 memory, with single sets dropping by as much as $100. Taking Corsair’

US Treasuries bottoming out? JPMorgan and Pimco: "Bond market sell-off" underestimates "recession risk"

US Treasuries bottoming out? JPMorgan and Pimco: "Bond market sell-off" underestimates "recession risk"

``` Several of Wall Street's largest bond fund management companies are betting that the market is severely underpricing the risks of a U.S. economic slowdown—and the unusual pullback in U.S. Treasury yields last Friday may signal the beginning of this logic playing out. As the US-Iran

The Iran war changes the "energy landscape": "oil and gas" major customers shift to "coal and new energy".

The Iran war changes the "energy landscape": "oil and gas" major customers shift to "coal and new energy".

``` The Persian Gulf conflict is reshaping the global energy landscape. As natural gas supply takes a huge hit, major economies in Asia and Europe are turning back to coal and accelerating their deployment of renewable energy, quietly embarking on a profound strategic shift in energy. Samantha Dart, Global Co-Head of

Pakistani Foreign Minister: Both the US and Iran have expressed confidence in Pakistan's mediation efforts and will facilitate meaningful talks "within days."

Pakistani Foreign Minister: Both the US and Iran have expressed confidence in Pakistan's mediation efforts and will facilitate meaningful talks "within days."

``` As the Middle East conflict entered its fifth week, Pakistan announced that both the United States and Iran have expressed confidence in Pakistan's ability to facilitate negotiations. Pakistan is prepared to host and promote meaningful peace talks between the two countries in the coming days to seek a

Dovish leaders turn hawkish, Federal Reserve officials hint "rate cuts may be over," but "the probability of a rate hike is low."

Dovish leaders turn hawkish, Federal Reserve officials hint "rate cuts may be over," but "the probability of a rate hike is low."

Subtle yet profound shifts are taking place within the Federal Reserve’s internal stance. Against the backdrop of the Iran war driving up oil prices and reigniting inflationary pressures, several officials previously regarded as doves—such as Goolsbee and Daly—have begun sending hawkish signals, hinting that the Fed’s

Iran rejects "ceasefire agreement," US plans "ground offensive," oil prices open above $115.

Iran rejects "ceasefire agreement," US plans "ground offensive," oil prices open above $115.

``` As Iran rejects the US-proposed "ceasefire agreement," and the US continues to strengthen its military deployments in the Persian Gulf region, market concerns over the escalating Middle East conflict have intensified, pushing international oil prices sharply higher. During early Asian trading on Monday, Brent crude futures rose 2.