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16.04.26 - 17:30
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"It′s Really Illiquid": Goldman COO Warns Retail About Private Credit And The "Perception Of Liquidity" (ZeroHedge)
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"It's Really Illiquid": Goldman COO Warns Retail About Private Credit And The "Perception Of Liquidity"
Speaking at Semafor's World Economy event in Washington, D.C., President and COO of Goldman Sachs John Waldron warned that some managers have oversold how easy it is to get money out—especially to retail investors, who've helped balloon the market into a $1.7 trillion behemoth just as the space faces growing scrutiny and tighter conditions, according to Semafor.
“Not everybody has marketed their product as clearly as, certainly we would like to see with the clarity that this is really not a liquid product. It's not semi-liquid. It's really illiquid,” Waldron said.
“Those retail investors, I think, have the perception of more liquidity than is the reality.”
That mismatch matters more now. Private credit has been under pressure lately—from higher rates to jittery investors suddenly remembering they might want their cash back.
Semafor writes that Waldron is...
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16.04.26 - 06:48
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Goldman Sachs on Private Credit for Wealth (Bloomberg)
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Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs, says institutional investment in private credit remains steady, even as misinformation has pressured the market's redemption windows. She speaks on Bloomberg's The China Show. (Source: Bloomberg)...
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15.04.26 - 16:01
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Ölpreisprognosen: Gewinne jetzt mitnehmen!? (Ariva)
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Die Ölpreise stehen auf der Kippe. Goldman Sachs warnt vor großen Risiken. Wie sich die geopolitische Lage im Nahen Osten und die Blockade der Straße von Hormus auswirken! Goldman Sachs hat sowohl Aufwärts- als auch Abwärtsrisiken für seine Rohölprognosen für 2026 genannt. Die Bank geht von einem Durchschnittspreis von 83 US-Dollar pro Barrel für Brent und 78 US-Dollar für West Texas Intermediate (WTI) aus. Ein großes ......
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15.04.26 - 16:01
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Pimco Bond Purchase Signals Possible Thaw in Private Credit Winter (Bloomberg)
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Bloomberg's Bruce Douglas discusses the recent developments in the private credit market, highlighting significant institutional activity. Pimco's purchase of $400 million in investment-grade private credit assets at a yield of approximately 6.5% signals renewed confidence. This contrasts with a larger $750 million bond deal by Goldman Sachs offering a lower spread of around 2.5% over Treasuries, reflecting different risk and liquidity profiles. (Source: Bloomberg)...
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15.04.26 - 14:27
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Kering And Hermès Sink As War Batters Earnings; Goldman Warns Luxury Dip-Buying Is "Premature" (ZeroHedge)
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Kering And Hermès Sink As War Batters Earnings; Goldman Warns Luxury Dip-Buying Is "Premature"
Goldman's Natasha de la Grense summed it up well this morning: "Money was waiting on the sidelines to buy luxury for a de-escalation play – that feels premature with three misses in three days."
Disappointments from Kering and Hermès, both of which fell short of analyst estimates, reinforced the view that the industry of fine wine, overpriced shirts, shoes, belts, and designer bags, is not yet out of the woods and sent the Goldman Sachs EU Luxury Goods Index (GSXELUXG) down more than 4%.
Gucci's turnaround appears to be faltering, with first-quarter revenue plunging 8% - nearly double the expected decline as the US-Iran conflict hit Middle East demand and tourism.
The conflict started late in the first quarter, resulting in an 11% sales drop in the Middle East (about 5% of revenue) and shaving roughly 1 percentage point off Kering's overall sales.
Shares of Kering i...
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15.04.26 - 13:31
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Goldman Highlights Global Nuclear Progress Across SMRs And The Fuel Chain (ZeroHedge)
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Goldman Highlights Global Nuclear Progress Across SMRs And The Fuel Chain
March saw the submission of multiple construction permits for new reactors, while new designs like India's thorium reactor, obtained their first criticality. Microreactors in the US also progressed through DOE regulatory pathways as they approach a criticality deadline in July.
Last month also saw multiple headlines in the US across the nuclear fuel chain. Uranium pricing in the spot market was relatively flat after the significant pullback in February. GS updated their uranium supply demand model to account for some of the latest updates resulting in a continued gross mismatch over the next couple decades.
These nuclear industry updates come in a time of great power competition in the form of an AI race between China and the US. Constellation Energy's CEO Joseph Dominguez recently stated the US is "very behind" China in the race to build up energy to feed AI data centers.
Taking into account the fact th...
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