Goldman Sachs’ Jeff Currie warns paper crude near $100 is far below physical oil markets trading $130 to $170. Citi lays out two paths for U.S.–Iran war

🚨OIL UNDERPRICED BY FINANCIAL MARKETS Goldman’s Jeff Currie says 'paper' crude oil near $100 is disconnected from physical markets trading barrels between $130 and $170, with refined products above $200. A clear disconnect between paper and physical oil trade. pic.twitter.com/Tzoy4AnLZq — Coin Bureau (@coinbureau) March 19, 2026 Citi’s “two scenarios” for the US war on …

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AI spending spree triggers global memory crisis. Sony delays PlayStation, Apple warns on margins, laptop prices jump 20%, and DRAM costs explode 170%

Ricardo @Ric_RTP AI companies just BROKE the global supply chain for every piece of technology you own. And the fallout is way worse than anyone predicted… Sony is delaying the next PlayStation to 2028 or 2029. Nintendo is hiking the Switch 2 price mid-cycle. Apple warned investors that iPhone margins are getting crushed. Cisco just …

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The UK Treasury to Provide £170 Billion to Offset Bank of England’s Bond-Buying Scheme Losses Over the Decade.

via thetimes.co.uk: The government is to hand over £170 billion to the Bank of England to cover losses on its bond-buying scheme over the next decade, new analysis by the central bank suggests. Losses on the Bank’s quantitative easing (QE) programme, which are backstopped by the Treasury, are forecast to rise significantly as it sells …

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