|
|
|
|
|
25.09.26 - 02:42
|
AI Boom Can Withstand Higher Rates: Goldman′s Moe (Bloomberg)
|
|
|
Goldman Sachs Chief Regional Equity Strategist for Asia Pacific Timothy Moe explains why AI-related stocks remain good investments despite rising rates on government debt. He speaks as a global bond selloff extends into Asia while elevated oil prices stoke inflation concerns. (Source: Bloomberg)...
|
|
|
|
|
24.09.26 - 23:24
|
Bond Yields Soar, Spiking Fed Rate Hike Bets (Bloomberg)
|
|
|
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Parametric SMA Fixed Income Portfolio Manager Nisha Patel, Citi Head of Global Rates Deirdre Dun, Goldman Sachs Head of Multi Sector FI Investing Lindsay Sachs, Oaktree Capital Management Deputy CIO Strategic Credit Platform Milwood Hobbs. (Source: Bloomberg)...
|
|
|
24.09.26 - 22:48
|
New Tech Issuance Repricing Existing Debt: Rosner (Bloomberg)
|
|
|
The deluge of new AI-related debt is seeing higher costs, leading investors to reposition portfolios. Lindsay Rosner, Head of Multi Sector Fixed Income investing at Goldman Sachs and Milwood Hobbs, Deputy CIO Strategic Credit Platform at Oaktree Capital speak with Scarlet Fu "Bloomberg Real Yield." (Source: Bloomberg)...
|
|
|
24.09.26 - 21:54
|
AI-Tied Debt Seeing Higher Costs (Bloomberg)
|
|
|
Lindsay Rosner, Head of Multi Sector Fixed Income investing at Goldman Sachs and Milwood Hobbs, Deputy CIO Strategic Credit Platform at Oaktree Capital speak with Scarlet Fu "Bloomberg Real Yield." They discuss growing AI-related debt and tightening high-yield spreads. (Source: Bloomberg)...
|
|
|
|
|
24.09.26 - 18:57
|
Goldman Puts Almonty At "Center" Of Western Tungsten Race (ZeroHedge)
|
|
|
Goldman Puts Almonty At "Center" Of Western Tungsten Race
Three weeks after Jefferies chemicals and materials analyst Laurence Alexander initiated coverage of Almonty Industries with a "Buy" rating and a 12-month price target of $26.25, framing it as a play on the "Western Tungsten Re-Shoring Trade," Goldman Sachs launched coverage early Thursday, describing the miner as "at the center of the Western tungsten investment narrative."
Goldman metals and steel analyst Nick Cash notes that Chinese policy restrictions have fueled supply concerns and an eightfold increase in tungsten prices since the start of 2025:
ALM sits at the center of the Western tungsten investment narrative as policy actions taken by China have resulted in global supply concerns, causing the price of tungsten to increase 8x since the beginning of 2025.
ALM owns one of the most important tungsten development asset outside China, the Sangdong mine in South Korea
However, we believe the ...
|
|
|
24.09.26 - 18:09
|
Wilentz Welcomes Three New Attorneys and a Law Clerk to Business Litigation, Land Use, and Employment Law Groups (PR Newswire)
|
|
|
WOODBRIDGE, N.J., Sept. 24, 2026 /PRNewswire/ -- Wilentz, Goldman & Spitzer, P.A. is pleased to welcome three new attorneys and a law clerk to the firm across its Business Litigation, Land Use, and Employment Law practice groups. These additions bring experience in litigation, judicial......
|
|
|
|
|
|
|
|
|
|
|
24.09.26 - 12:12
|
Trump Gives Xi Rare Welcome as US-China Trade Truce Is Extended (Bloomberg)
|
|
|
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Clemens Fuest, Ifo Institute President; Grace Peters, JPMorgan Private Bank Co-Head of Global Investment Strategy; Kinger Lau, Goldman Sachs Chief China Equity Strategist; Christian Sinding, Scaleup Europe Fund Investment Committee Chair & EQT Institutional Partner (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
