<div id="readability-page-1"><div><div><p>While the world was/is focused on the<strong> 'shortage' </strong>of semis/power/crude, Goldman Sachs one-delta desk-head, Rich Privorotsky, highlights a growing problem facing many markets simultaneously - <strong>supply!</strong></p><h2><strong>Oil Sensitivity</strong></h2><p>Yet another jawbone/TACO on oil overnight, with Iran strikes reportedly called off at the last minute following pressure from other middle east leaders.</p></div></div></div>

高盛

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美国经纪商&证券交易所 ETF - iShares

金融指数 MSCI ETF - Fidelity

金融业 ETF - SPDR

金融业 ETF - Vanguard

<p>在全球关注半导体/电力/原油 “短缺” 的同时，高盛一位一线交易主管 Rich Privorotsky 强调了许多市场同时面临的一个日益严重的问题——供应！石油敏感性昨晚又一次关于石油的口头警告/TACO，报道称在其他中东领导人的压力下，伊朗的袭击在最后时刻被叫停</p>

Supply, Supply, Supply; Goldman One-Delta Desk Sees Dominant Narrative Shift From AI To Rates

ZeroHedge

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供应，供应，供应；高盛一德尔塔交易台认为主导叙事已从人工智能转向利率