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Goldman Slashes Global PC Shipment Forecast As Memory Chip Crunch Derails Upgrade Cycle
Goldman Slashes Global PC Shipment Forecast As Memory Chip Crunch Derails Upgrade Cycle
The global PC market is facing mounting pressure as a worsening memory-chip crunch, limited product availability, and consumers balking at higher prices threaten to deepen the downturn. These headwinds prompted Goldman analysts to "further trim" their PC shipment forecasts for this year and next.
"We further trim our global PC shipment estimates for 2026-27E, considering the near-term pressures of higher memory and CPU costs, and the flattening replacement cycle following the end of Win 10," said Allen...
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Aug 3, 2026 / Kyle Anzalone
Israel Felt Trump ‘Left Us Behind’ After Trump Called Off Attack On Iran
Top officials in Tel Aviv were shocked when President Donald Trump announced that he was not going through with an attack on Iran he planned with Israeli Prime Minister Benjamin Netanyahu. Last week, multiple outlets reported that Trump and Prime Minister Benjamin Netanyahu were plotting an attack on Iranian energy infrastructure. President Trump said he […]
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Jun 24, 2026 / Tyler Durden
Mediocre 5Y Auction Tails As Foreign Demand Slides
Mediocre 5Y Auction Tails As Foreign Demand Slides
After yesterday's solid 2Y auction, today's 5Y auction was an uglier mirror image.
The sale of $70BN in 5 year paper priced at a high yield of 4.200%, up from 4.182% in May and the highest since Jan 25. It tailed the When Issued 4.193% by 0.7bps, and was the 8th consecutive tail for the 5Y tenor.
The bid to cover was 2.351, better than the 2.340 in May and the highest since October.
The internals, however, a disappointment: Indirects took down just 61.60%, a...
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Aug 30, 2026 / Dave DeCamp
Russian Strike on Ukrainian Ammo Depot Kills at Least 38
A Friday night Russian strike on a warehouse storing ammunition west of Kyiv has killed at least 38 people, according to Ukrainian officials, as Moscow continues its heavy bombardments across Ukraine, which it frames as a response to Ukraine’s escalated drone attacks on Russian territory. The Associated Press reported that the ammunition stored at the […]
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