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Former Goldman Sachs commodities expert on the "US-Iran deal": Sell the rumors, buy the hard assets

Former Goldman Sachs commodities expert on the "US-Iran deal": Sell the rumors, buy the hard assets

``` The oil market is speaking through prices, not political statements. Trump declared over the weekend that the US is close to reaching a peace deal with Iran and that the Strait of Hormuz might reopen; oil prices promptly fell that day. But former Goldman Sachs Head of Commodities Research and

While the US and Iran engage in both fighting and negotiations, Asia-Pacific stock markets are under pressure, but Korean stocks rebound to new highs; oil prices diverge, and gold and silver fall.

While the US and Iran engage in both fighting and negotiations, Asia-Pacific stock markets are under pressure, but Korean stocks rebound to new highs; oil prices diverge, and gold and silver fall.

Progress in US-Iran negotiations boosts risk appetite, but a new round of US military strikes puts pressure on the stock market rally. Brent crude rebounds, the dollar inches higher, and gold and silver come under pressure and decline. Asia-Pacific stock markets were mixed on Tuesday. The MSCI Asia-Pacific Index rose

In the AI era, only "pay-for-results" is possible! Consulting giants like McKinsey face pressure to change their fee models.

In the AI era, only "pay-for-results" is possible! Consulting giants like McKinsey face pressure to change their fee models.

``` Top management consulting firms such as McKinsey are facing a transformation of fee structures driven by artificial intelligence. Clients are increasingly demanding that consulting fees be linked to actual results rather than billed by consultant hours, a trend that is reshaping the business logic of the entire professional services industry.

Fighting while negotiating! On the 25th, the US military carried out a "self-defense strike" in southern Iran.

Fighting while negotiating! On the 25th, the US military carried out a "self-defense strike" in southern Iran.

``` The fragility of the US-Iran ceasefire agreement was exposed again on Monday. US forces carried out strikes on Iranian targets in the Strait of Hormuz, just hours after Trump declared that negotiations between the two parties were progressing smoothly. According to CCTV News on the 26th, Captain Tim Hawkins, spokesperson

What is the key variable that determines the AI bull market?

What is the key variable that determines the AI bull market?

``` Oil prices are above $100/barrel, the Strait of Hormuz has not yet been reopened to normal traffic, inflation and interest rate pressures are resurfacing, and expectations for Fed rate cuts are becoming more vulnerable. According to the traditional macro framework, this is not the most comfortable environment for high-valuation

"The 'AI frenzy' does not care about costs—this is currently the biggest macro influencing factor globally."

"The 'AI frenzy' does not care about costs—this is currently the biggest macro influencing factor globally."

Morgan Stanley believes that the current global economy is being led by a kind of “inelasticity” demand that ignores prices, ignores interest rates, and disregards geopolitics, and its **absolute core engine is AI infrastructure construction**. On May 26, Morgan Stanley’s latest mid-year outlook report revealed a core logic powerful

BlackRock Fund Manager: The reasons for a Fed rate cut are "already sufficient."

BlackRock Fund Manager: The reasons for a Fed rate cut are "already sufficient."

``` BlackRock fund managers believe the Fed has sufficient reasons to cut rates, and that bets in the bond market on rate hikes may be premature. On May 25, Navin Saigal, Global Head of Fixed Income Asia-Pacific at BlackRock, stated that under the leadership of new Fed Chair Walsh, the Federal