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30.09.26 - 13:42
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JPMorgan and Goldman See Mideast Oil Flows Near Pre-War Levels (Bloomberg)
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Crude oil flows from the Middle East are returning toward pre-war levels despite continued risks to shipping, according to separate estimates from JPMorgan Chase & Co. and Goldman Sachs Group Inc.
US stocks and Treasuries rose with the Federal Reserve's favored inflation gauge and earnings from Micron Technology Inc. due, updates that are key respectively to interest rates and the artificial-intelligence trade.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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30.09.26 - 05:54
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Frankfurt: David Nolten wechselt von Goldman Sachs zur Capital Group (Das Investment)
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David Nolten wechselt von Goldman Sachs zur Capital Group und übernimmt das Intermediärgeschäft in Deutschland und Österreich.###PREMIUM-BLOCKPOSITION### Capital Group hat David Nolten zum Head of Financial Intermediaries für Deutschland und Österreich ernannt. Er tritt die Position zum 1. Oktober 2026 an und wird von Frankfurt aus das Geschäft mit Finanzintermediären in beiden Märkten verantworten.Nolten berichtet künftig als Managing Director an Arne Tölsner, Head of Client Group DACH bei Capital Group. Zu seinen Aufgaben gehört es, die Beziehungen des Asset Managers zu bestehenden und potenziellen Partnern auszubauen und die Vertriebsaktivitäten im......
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29.09.26 - 19:39
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Jefferies Beats On Record Stock Trading, But Asset Management Revenue Plunges 50% On First Brands, Radiant "Cockroaches" (ZeroHedge)
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Jefferies Beats On Record Stock Trading, But Asset Management Revenue Plunges 50% On First Brands, Radiant "Cockroaches"
Jefferies is once again the first major Wall Street firm to report its quarter, and once again the story is of two very different banks under one roof: a trading and banking franchise running near record highs, and an asset-management arm that keeps finding new ways to lose money on receivables that may or may not exist.
The good news first. In the fiscal third quarter ended August 31, Jefferies reported EPS of $1.08, beating the $1.00 consensus (core EPS of $1.08 also beat Goldman's $1.03 and the Street's $1.01). Core pre-tax income came in 9% ahead of the Street, driven by:
Equities trading: $626 million, up 29% YoY and a record, helped by cash, electronic trading and prime services (i.e., hedge funds levering up into the AI melt-up).
Investment banking: $1.3 billion, up 17%, with advisory up 25% (also a record) and equity underwriting up 69%.
Fixed income tr...
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29.09.26 - 19:24
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Market AI Risks Rattle Wall Street (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Uncertainty hits the IPO pipeline as Oura delays its debut. Anthropic warns of catastrophic AI risks, Goldman weighs John Waldron as its next CEO, and Jefferies asset-management revenue plunges. Plus, Gary Gensler, Gabriela Santos and Meredith Whitney on AI risk, market euphoria and cracks in the US economy. (Source: Bloomberg)...
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