Goldman Sachs’ Samantha Dart on how the Russia-Ukraine war impacts the natural gas trade
CNBC Television· 2025-12-19 17:26
Gold Market Outlook - Goldman Sachs认为,由于各国央行(尤其是新兴市场央行)为实现储备多元化而持续购买黄金,且黄金供应无法快速响应需求,因此长期看好黄金,预计2026年金价将上涨[1][2] - 各国央行购买黄金,是为了对冲美元资产的风险,类似于一种金融对冲[5][6] - 中国央行的黄金储备占比约为10%,而发达国家央行的黄金储备占比超过70%,因此中国和其他新兴市场央行有理由继续增加黄金储备[4][5] - 随着美联储降息预期,ETF对黄金的配置也在增加,进一步加剧了对有限实物黄金的竞争[3] European Natural Gas Market - 欧洲已经逐渐摆脱对俄罗斯天然气的依赖,增加了液化天然气的进口[7] - 预计2025年将是全球液化天然气供应大幅增长的七年中的第一年,这将缓解欧洲的天然气供应压力,从而对欧洲天然气价格构成下行压力[7][8] - 俄罗斯和乌克兰之间的和平协议可能会加速并加剧欧洲天然气价格的下跌[9] Crude Oil Market - Goldman Sachs的基本假设是委内瑞拉石油产量维持现状,即日产约90万桶原油[9][10] - 市场对委内瑞拉局势变化(如政权更迭)可能导致石油供应增加的担忧,已经对远期石油价格产生了一定的影响[10][11] - 即使没有委内瑞拉额外的石油供应,预计明年WTI原油均价为每桶52美元,因为巴西和圭亚那等地的项目将增加石油供应[12]
Carnival CEO Josh Weinstein on Q4 earnings beat
CNBC Television· 2025-12-19 17:25
Josh, welcome back. Always [music] good to have you. >> Thanks, Carl.Nice to see you. >> I was just thinking [clears throat] there's it's poetic that your results and your guidance come on a day where University of Michigan sentiment current conditions are on an all-time low back to the 70s and your point has been like the huge disconnect between at least sentiment readings and actual results. >> Yeah, you know, absolutely.So, you know, we just we just wrapped up 2025 and we reported record earnings. We rep ...
Why FedEx is under pressure
CNBC Television· 2025-12-19 17:25
Our Frank Holland is back with us on FedEx. Hey Frank. >> Hey Leslie.Uh looking at FedEx shares are lower right now. It seems to be from the company guiding for a $600 million negative impact from the grading of his MD11 planes and some weakness in it freight in its freight division. That seems again be what's weighing on the stock.But investors and analysts are seeing things very differently today. JP Morgan City and others raising their price targets and giving a lot of praise to the quarter. I'm going to ...
Epstein survivors 'want all' of the files released and 'they don't want excuses': Gloria Allred
MSNBC· 2025-12-19 17:21
Let's bring in women's rights attorney Gloria Allred. She's representing more than two dozen Epstein abuse survivors. Gloria, good to have you here with us.This has been a long time coming. What does today mean for your clients. >> Yes, thank you for inviting me, Anna.I uh think it's a very important day for so many of them. They know their own truth. What they don't know is the big picture.You know, in fact, third parties, for example, other rich, powerful, famous men who may have enabled, assisted, conspi ...
'Going to take a lot of time to recover’: Rhode Island Rep. speaks out
MSNBC· 2025-12-19 17:19
Now, let's bring in Democratic Congressman from Rhode Island, Gabe Amo. He represents most of the city of Providence and is a member of the House Gun Violence Prevention Task Force. Congressman, thank you so much for being here.A long and stressful week for you and your constituents, I know. How are you feeling now that this manhunt is finally over. >> Well, I'm glad that the Brown community, the province community, and Rhode Islanders uh can breathe a little sigh of relief right now.It has been uh an inten ...
The Kennedy Center board’s vote to rename the building for Trump draws criticism
NBC News· 2025-12-19 17:16
The center saying the vote was unanimous. But several members of Congress who are on the board but don't typically vote say they were shut out, including Democratic Representative Joyce Batty. >> I was not allowed to vote because I was muted. I would not have supported this. >> Batty and five other Democratic lawmakers on the board call the move illegal, saying in a statement, quote, "Federal law established the center as a memorial to President Kennedy and prohibits changing its name without congressional ...
Suspect in deadly Brown University shooting found dead after six-day manhunt
NBC News· 2025-12-19 17:15
This morning, after a six-day manhunt, law enforcement announcing the suspected Brown University killer is dead from a self-inflicted gunshot wound. The suspected gunman identified late last night by authorities as 48-year-old Clauddio Manuel Nvesh Valente, a former Brown student and Portuguese national. Police believe he acted alone.His body found late Thursday in a storage unit in Salem, New Hampshire. And in a stunning twist, the US attorney in Massachusetts says the suspect is also responsible for killi ...
Orange Business Delivers Sovereign AI Services for the Era of Intelligence
NVIDIA· 2025-12-19 17:12
Sovereign AI is about fueling local innovation. With homegrown and trusted intelligence, and that intelligence is rooted In your own data, in your own values, your own culture, and your own priorities. Orange started the GenAI adoption journey very early on.Just ten months after ChatGPT came out, we launched our internal platform Called Live Intelligence that enables our employees to use GenAI and agentic AI in a highly compliant environment. Fast forward to today, we have 80,000 Orange employees using GenA ...
Erika Kirk endorses JD Vance for president in 2028
NBC News· 2025-12-19 17:12
We are going to get my husband's friend JD Vance elected for 48 in the most resounding way possible. May still be 2025, but the 2028 presidential race is already getting underway. In a speech last night, Erica Kirk endorsed Vice President JD Vans, telling the crowd in Phoenix, quote, "We're going to get my husband's friend elected." Erica Kirk is the widow of Charlie Kirk, the Turning Point USA co-founder who was assassinated earlier this year.She took over as head of that organization which is one of the m ...
Australia launches a gun buyback program after the Bondi Beach attack
NBC News· 2025-12-19 17:12
The Australian Prime Minister Anthony Albanz has announced a national buyback scheme for firearms that he says will help authorities to get more guns off the streets. Now, Albanz said he expects hundreds of thousands of firearms to be collected and destroyed through the scheme. The announcement comes after the outrage caused by the shooting on Bondai Beach on Sunday that left 15 people dead and several others injured. ...