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Goldman Sachs Head of Hedge Fund Business: No confidence in either "long" or "short," but the full test for the stock market has not yet arrived.

Goldman Sachs Head of Hedge Fund Business: No confidence in either "long" or "short," but the full test for the stock market has not yet arrived.

Goldman Sachs believes that although the market has experienced volatility, it has not yet triggered a true risk repricing. This week, Tony Pasquariello, the head of Goldman Sachs' hedge fund business, emphasized in his latest weekly market observation, while various market risk indicators appear to remain under control, potential

When will global crude oil inventories "bottom out"? This is the "shutdown timetable."

When will global crude oil inventories "bottom out"? This is the "shutdown timetable."

``` When will global crude oil inventories "bottom out"? JPMorgan has calculated a countdown curve. In early April, JPMorgan commodities analyst Natasha Kaneva released the latest report, systematically calculating the speed at which global crude oil inventories would be depleted under the impact of a Hormuz Strait blockade and

Two U.S. military jets were shot down in one day; Iranian media reports that the U.S. failed to rescue the pilots.

Two U.S. military jets were shot down in one day; Iranian media reports that the U.S. failed to rescue the pilots.

Within one day, the US military lost two fighter jets, rescue operations were obstructed, and ceasefire negotiations stalled—the nearly five-week-long Middle East war continues to escalate. Local time on April 3, the US military lost two aircraft in succession in Iran and surrounding waters. According to CCTV News, an

"Sell Everything in Europe! The third-largest sell-off in a decade, funds capitulate across the board."

"Sell Everything in Europe! The third-largest sell-off in a decade, funds capitulate across the board."

Multiple sources show that European assets are experiencing one of the most intense sell-off waves in nearly a decade, with institutional investors cutting their European exposure at an extreme pace. According to Goldman Sachs Prime Brokerage data, the net selling scale of European assets last month hit the largest single-month

Wall Street News Breakfast FM-Radio | April 4, 2026

Wall Street News Breakfast FM-Radio | April 4, 2026

``` Huajian Morning Voice All listeners are requested to upgrade to the latest version of the Jianwen app to successfully listen to the audio below. Market Overview On Friday, strong U.S. nonfarm payroll data suppressed rate cut expectations, U.S. Treasuries came under pressure, U.S. stock futures fell. U.

San Francisco Fed's Daly, usually dovish, turns hawkish: Zero job growth doesn't necessarily mean a weak labor market.

San Francisco Fed's Daly, usually dovish, turns hawkish: Zero job growth doesn't necessarily mean a weak labor market.

``` San Francisco Federal Reserve President Daly, a dove and 2027 voting member, stated that in the context of labor force growth nearly coming to a halt, zero or even negative growth in US nonfarm payrolls does not necessarily indicate labor market weakness. On Friday, Daly said in a blog post

Non-farm payrolls exceeded expectations, delaying rate cuts; U.S. Treasuries under pressure, U.S. stock index futures edge down, and the dollar strengthens.

Non-farm payrolls exceeded expectations, delaying rate cuts; U.S. Treasuries under pressure, U.S. stock index futures edge down, and the dollar strengthens.

Strong employment data suppresses expectations of rate cuts, U.S. Treasury markets come under pressure, and the U.S. dollar strengthens. Due to the holiday, the U.S. stock spot market was closed all day. According to WallstreetCN, U.S. nonfarm payrolls increased by 178,000 in March, surpassing market