<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

GS-A

GS-C

GS-D

美國經紀商&證券交易所 ETF - iShares

金融指數 MSCI ETF - Fidelity

金融業 ETF - SPDR

金融業 ETF - Vanguard

<p>在全球關注半導體/電力/原油 “短缺” 的同時，高盛一位一線交易主管 Rich Privorotsky 強調了許多市場同時面臨的一個日益嚴重的問題——供應！石油敏感性昨晚又一次關於石油的口頭警告/TACO，報道稱在其他中東領導人的壓力下，伊朗的襲擊在最後時刻被叫停</p>

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

ZeroHedge

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

GS Hldg R

供應，供應，供應；高盛一德爾塔交易台認為主導敍事已從人工智能轉向利率