Rainbow dazzles over #Philadelphia on Thursday -
https://kensbookinfo.blogspot.com/p/blog-page.html#1

Weekly #News Quiz -
https://kensbookinfo.blogspot.com/p/uk.html#4

#GoldmanSachs Just Raised Its Oil Price #Forecast Here's -
https://kensbookinfo.blogspot.com/p/blog-page.html#1

#House postpones vote on bill to limit actions -
https://kensbookinfo.blogspot.com/p/politics.html#8

#Zelensky involved up to his neck in corruption -
https://kensbookinfo.blogspot.com/p/uk.html#irishnews

#Sudanese Schoolchildren Race to Make Up for Years Lost -
https://kensbookinfo.blogspot.com/p/politics.html#3

View all cultural news https://kensbookinfo.blogspot.com/2026/03/latest-cultural-news.html

Times of India | As ChatGPT and Claude remain banned in China, Goldman Sachs tells employees in Hong Kong: Do not use Anthropic AI models

AI generated summary, Read the full article for complete information.

Goldman Sachs has prohibited its Hong Kong bankers from using Anthropic’s Claude AI models, following a recent loss of access to these tools on both direct and internal platforms. Citing a strict reading of its contract with Anthropic, the bank concluded that staff in Hong Kong should not use the vendor’s products, though the ban does not affect its relationships with other AI providers like OpenAI. The move reflects heightened US‑China tensions over AI, with mainland China already blocking models such as ChatGPT and Claude, while Hong Kong has largely remained exempt. Anthropic confirmed Claude was never officially supported in Hong Kong, and the restriction raises concerns that Hong Kong’s financial professionals may fall behind peers who retain access to advanced AI for coding, modeling, and automation, potentially impacting the city’s role as a regional financial hub.

Read more: https://timesofindia.indiatimes.com/technology/tech-news/as-chatgpt-and-claude-remain-banned-in-china-goldman-sachs-tells-employees-in-hong-kong-do-not-use-anthropic-ai-models/articleshow/130681346.cms

#GoldmanSachs #Anthropic #ChatGPT #HongKong

O Goldman Sachs Asset Management atualizou a estratégia do seu ETF focado em clima após aprovação de acionistas:

• O fundo agora segue um novo índice de referência (benchmark)
• Foco em empresas com metas líquidas zero
• Alinhamento com critérios ESG modernos

#InvestimentosESG #GoldmanSachs #MercadoFinanceiro

Goldman Sachs published a $90/barrel oil forecast and a $55/barrel forecast in the same week. A $35 divergence from the same institution.

When the world's most resourced analysts can't reconcile their own views, the market is operating in genuine Knightian uncertainty. The real story isn't the price — it's what the contradiction tells us.

https://post.kapualabs.com/bd9hsxfr

#OilMarket #EnergyGeopolitics #GoldmanSachs #Investing

qwant news | Exclusive | Goldman Sachs’ top lawyer Kathy Ruemmler turned down $30M to represent Jeffrey Epstein after his 2019 arrest: sources

AI generated summary, Read the full article for complete information.

Goldman Sachs’ chief legal officer Kathy Ruemmler announced she will leave the firm on June 30, citing the “noise and distraction” generated by her past email communications with the late pedophile Jeffrey Epstein. According to sources, Ruemmler was asked in July 2019 to join Epstein’s defense team and later offered a flat $30 million to quit her job and represent him, both offers she rejected—partly because her employer, Latham & Watkins, would not permit it. She attended Epstein’s 2019 arraignment not as a friend but as a gatekeeper for a major client (the Swiss bank Rothschild Group) her firm represented, and she has since disclosed and reviewed all related emails, even funding external counsel herself. Goldman’s CEO David Solomon urged her to stay, believing she did nothing wrong, and Ruemmler plans to testify before a House committee to clarify how the “Epstein hysteria” has affected people uninvolved in his crimes.

Read more: https://nypost.com/2026/04/30/business/goldman-sachs-kathy-ruemmler-turned-down-30m-to-represent-jeffrey-epstein-sources/

#KathyRuemmler #JeffreyEpstein #GoldmanSachs #LathamWatkins #Housecommittee #EdmonddeRothschild #DavidSolomon

qwant news | Former Goldman Sachs CEO Says This Underrated Skill Matters More Than Being a Genius

AI generated summary, Read the full article for complete information.

Former Goldman Sachs CEO Lloyd Blankfein argues that success depends far more on hard work, curiosity and the ability to spot and seize overlooked opportunities than on innate genius or high IQ. Drawing on his own journey—from growing up in Brooklyn public housing, becoming valedictorian, attending Harvard, and climbing the ranks from a commodities trader at J. Aron to leading Goldman Sachs—he emphasizes that many high‑achievers are not prodigies but people who “applied themselves,” kept their ears open, and took advantage of lucky breaks. Blankfein also notes that such opportunities are often more accessible than people think, echoing current CEO David Solomon’s view that resilience, determination and real‑world experience matter more than raw intelligence in advancing careers.

Read more: https://www.entrepreneur.com/entrepreneurs/thought-leaders/ex-goldman-sachs-ceo-says-this-skill-matters-more-than-being-a-genius

#LloydBlankfein #GoldmanSachs #DavidSolomon

Без лишней воды — развернутый разбор ситуации на рынке меди с опорой на профильные отчеты и статистику.
## Анализ мирового рынка меди (2024–2030)
### 1. Проблема глобального дефицита
Рынок меди входит в фазу структурного дефицита. Основной драйвер — несоответствие темпов роста «зеленой» энергетики и инвестиций в новые месторождения.
* **Текущее состояние:** В 2024 году дефицит оценивается в диапазоне **150,000–200,000 тонн**.
* **Прогноз 2030:** Ожидается, что к концу десятилетия разрыв между спросом и предложением составит от **5 до 8 млн тонн** (согласно агрессивным сценариям IEA), однако консервативная оценка в **1 млн тонн**, озвученная в видео, является «нижней планкой» консенсус-прогнозов.
### 2. Удельный расход меди: Электромобили vs ДВС
Медь является ключевым компонентом из-за своей проводимости. Она используется в обмотках электродвигателей, аккумуляторах и зарядной инфраструктуре.
* **ДВС (Двигатель внутреннего сгорания):** Средний расход — **20–25 кг**.
* **BEV (Battery Electric Vehicle):** Средний расход — **80–90 кг**.
* **Инфраструктура:** Для обеспечения работы электрокаров требуется расширение сетей, что потребляет еще больше меди на милю пробега, чем сам автомобиль.
### 3. Производственный кризис (LME и рудники)
Добывающий сектор сталкивается с тремя проблемами:
* **Снижение концентрации:** Среднее содержание меди в руде за 20 лет упало с **0.8% до 0.5%**. Это требует переработки колоссальных объемов породы для получения того же количества чистого металла.
* **Сроки запуска (Lead Times):** От открытия месторождения до первой добычи (First Copper) сейчас проходит в среднем **16.5 лет**.
* **Геополитика:** Крупнейшие проекты в Чили и Перу сталкиваются с протестами и ужесточением экологического законодательства.
### Библиография и источники
1. **International Copper Study Group (ICSG):** *World Copper Factbook 2023/2024*. Статистика по добыче, переработке и конечному потреблению.
2. **International Energy Agency (IEA):** *The Role of Critical Minerals in Clean Energy Transitions (2023 update)*. Сравнение потребления меди в электрокарах и традиционных авто.
3. **Goldman Sachs Research:** Отчет *"Copper is the new oil"* (автор Nicholas Snowdon). Анализ дефицита и прогноз цен до 2030 года.
4. **S&P Global:** Исследование *"The Future of Copper: Will the looming supply gap short-change the energy transition?"*. Подробный разбор сроков ввода новых мощностей.
5. **Wood Mackenzie:** Аналитические отчеты по рынку металлов и горнодобывающей промышленности (Metals & Mining Service).

#медь #рынокмеди #commodities #сырьевойрынок #металлы #дефицитмеди #copper #coppermarket #IEA #ICSG #SNPGlobal #WoodMackenzie #GoldmanSachs #энергопереход #greenenergy #электромобили #EV #BEV #электрификация #инфраструктура #энергетика #глобальнаяэкономика #добыча #горнодобыча #mining #рудники #цепочкипоставок #supplychain #LME #LondonMetalExchange #критическиеминералы #decarbonization #netzero #инвестиции #сырьевойдефицит #металлургия #Chili #Peru #geopolitics #ресурсы #индустрия2030

US Top News and Analysis | Microsoft back on offense as quarter shows strong AI demand. Wall Street sees big stock gains ahead

AI generated summary, Read the full article for complete information.

Microsoft’s latest quarterly report shows a rebound driven by strong artificial‑intelligence demand, with adjusted earnings of $4.27 per share beating the $4.06 consensus and revenue of $82.89 billion surpassing expectations. Analysts remain cautiously optimistic: Goldman Sachs sees the results as a first step toward reversing a multi‑quarter slump and maintains a “Buy” rating with a $610 price target; Citi projects a 46 % upside to $620, citing accelerating growth in Azure and Microsoft 365 Copilot; JP Morgan assigns an overweight rating with a $550 target (≈30 % upside); Wells Fargo forecasts a $625 target (≈47 % upside) after noting robust cash flow and AI momentum; and Barclays sets a $545 target (≈28 % upside), highlighting Azure’s modest acceleration and capital‑expenditure expansion for AI capacity. Despite the strong fundamentals, the stock fell about 5 % as investors weigh rising spending and the pace of future growth.

Read more: https://www.cnbc.com/2026/04/30/microsoft-quarter-shows-strong-ai-demand-street-sees-big-stock-gains-ahead.html

#Microsoft #GoldmanSachs #GabrielaBorges #Azure #WallStreet

US Top News and Analysis | Savings rates drop even without Fed cuts. Here’s where you can still earn 4% on your cash

AI generated summary, Read the full article for complete information.

Savings rates are slipping even though the Federal Reserve kept its benchmark rate steady at 3.5%‑3.75% in its latest meeting, prompting several major banks—Capital One, Synchrony, Marcus by Goldman Sachs and Ally—to cut the APYs on their high‑yield savings accounts. Meanwhile, Bread Financial and LendingClub are still offering around 4% but are expected to trim rates soon, as they sit well above the peer median. Online banks continue to outpace traditional institutions, with 12‑month CDs from Marcus yielding 4% and shorter‑term CDs from Bread Financial and LendingClub offering 4.15%; longer‑term CDs from American Express and Sallie Mae reach 4% as well. Building a CD ladder across varying maturities can provide flexibility and higher yields, while money‑market funds remain just under 4% (the Crane 100’s 7‑day yield was 3.47% on Tuesday).

Read more: https://www.cnbc.com/2026/04/29/savings-rates-drop-even-without-fed-cuts-heres-where-you-can-still-earn-4percent-on-your-cash.html

#FederalReserve #VincentCaintic #CapitalOne #Synchrony #GoldmanSachs #AllyFinancial #BTIG #BreadFinancial #LendingClub #AmericanExpress #