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26.03.26 - 13:30
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Fed Should Do Nothing for This Moment, Goldman′s Robert Kaplan Says (Bloomberg)
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Robert Kaplan, vice chairman at Goldman Sachs, says, “the Fed is wise to be a risk manager here, not a prognosticator,” in response to the war in Iran. Kaplan also discusses the US economy, how the war has impacted financial activity in the Gulf, and what the firm is telling clients at this moment. (Source: Bloomberg)...
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26.03.26 - 09:36
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Lloyd Blankfein: Ex-Goldman-Chef: Droht eine Abwertungswelle in privaten Märkten? (Das Investment)
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Lloyd Blankfein warnt: In privaten Märkten sammelt sich Zündmaterial an. Der Ex-Goldman-Chef erwartet eine Abrechnung – die Frage ist nur, wann.Es gibt Warnungen, die man ernst nehmen sollte – und es gibt Warnungen von jemandem, der Goldman Sachs durch die schlimmste Finanzkrise seit Jahrzehnten gesteuert hat. Lloyd Blankfein gehört zur zweiten Kategorie. Der frühere Chef der mächtigsten Investmentbank der Welt meldet sich dieser Tage wieder zu Wort, anlässlich der Veröffentlichung seiner Memoiren "Streetwise: Getting to and Through Goldman Sachs". Sein Blick richtet sich vor allem auf die Private Markets. In einem......
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26.03.26 - 04:46
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One Day After Gating, Ares Private Credit Fund Posts Biggest Monthly Loss In History, As Blankfein Warns Of "Reckoning" (ZeroHedge)
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One Day After Gating, Ares Private Credit Fund Posts Biggest Monthly Loss In History, As Blankfein Warns Of "Reckoning"
The market barely had time to process news that alternative investing giant, Aresm had joined the private credit "gate parade" - where fund after multi-billion fund informed investors they would get only a fraction of their requested redemption from money invested in Software "not so perfectly money good" private credit loans - before finding out that the same Ares private credit fund, posted its steepest monthly loss on record in February, providing further evidence of the rapid decompression in the $1.8 trillion private credit market (which Goldman valiantly defended overnight, in what may prove very quickly to have been a futile endeavor).
The Ares Strategic Income Fund, a non-traded business development company launched in December 2022, lost 0.68% in February, according to Bloomberg calculations based on the fund's regulatory filings.
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26.03.26 - 03:30
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Why Memory Stocks Crashed Today: TurboQuant Just Changed The Game With "Google′s DeepSeek Moment" (ZeroHedge)
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Why Memory Stocks Crashed Today: TurboQuant Just Changed The Game With "Google's DeepSeek Moment"
With stocks closing solidly in the green despite some painful wobbles during the day, one sector was a notable laggard: the same sector that had dramatically outperformed the S&P since memory prices soared last October: memory stocks, most notably MU and SNDK.
In his EOD wrap, Goldman tech specialist Peter Callahan wrote that while there wasn't that much actual "angst" out there, his clients complained of plenty of "sanity checking" on the sharp downward moves in memory stocks (MU / SNDK lower vs. OEMs higher) and especially "the 5 day slide in MU as Micron has underperformed the SOX by 20% in 5-days, starting with the company's blowout earnings report; that move ranks as the largest 5 days of underperformance relative to Semis/SOX since 2011.
What caused today's remarkable slump, which at one point saw Micron shares fall over 6% and Sandisk sliding 9% before...
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