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17.06.26 - 18:51
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"Early Signs Of A Turn In US Consumer Discretionary," UBS Says (ZeroHedge)
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"Early Signs Of A Turn In US Consumer Discretionary," UBS Says
Brent crude futures tumbled below the $80-per-barrel level earlier this morning for the first time since March as traders priced in the U.S.-Iran peace deal and the expected reopening of the Strait of Hormuz maritime chokepoint on Friday. Goldman Sachs and RBC Capital Markets both slashed their fourth-quarter Brent crude forecasts, reinforcing the view that the war-risk premium is rapidly deflating.
If oil has peaked, then inflation pressures may have peaked as well, a positive setup that could provide some tailwinds for consumers this summer through lower fuel costs.
Piper Sandler Chief Global Economist Nancy Lazar told clients, "If inflation has indeed peaked, that will boost real incomes (nominal incomes have been solid), a positive for both real consumer spending and housing, but don't expect robust growth in either."
On Monday, GasBuddy data showed the national average for gasoline slipped below the politi...
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17.06.26 - 18:31
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Goldman Hits $1 Trillion Record (Bloomberg)
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Goldman Sachs just broke records, advising on over $1 trillion in M&A deals faster than any bank in history. Stephan Feldgoise is the Head of Global M&A at Goldman. He joined Bloomberg Open Interest to explain why AI is fueling massive corporate acquisitions, why CEOs are ignoring short-term uncertainty, and why a private equity comeback could push dealmaking even higher. (Source: Bloomberg)...
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17.06.26 - 18:03
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Parafin Announces New Credit Facility with Goldman Sachs and One William Street (Business Wire)
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SAN FRANCISCO--(BUSINESS WIRE)--Parafin, a leading embedded financial infrastructure company named to the 2026 Forbes Fintech 50, today announced a new credit facility led by Goldman Sachs, alongside One William Street Capital Management, L.P.Building on Parafin's recent warehouse credit facility expansion with Silicon Valley Bank, EverBank, and Trinity Capital, the new facility will help extend access to embedded lending for more small businesses through the platforms they already use, including Amazon, DoorDash, Gusto, TikTok Shop, Walmart, and many others. The additional capacity will support financing products that help businesses manage cash flow, invest in growth, and navigate day-to-day operating needs.The growth in financing capacity reflects consistent demand from small businesses that return to Parafin's products as they grow: the majority of Parafin's fundings go to repeat borrowers. With over 50,000 businesses funded to date¹, that repeat usage underscores the role embedded capital plays i...
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17.06.26 - 16:42
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Goldman′s Kaplan on Fed′s Warsh and AI Capex Boom (Bloomberg)
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Robert Kaplan, Goldman Sachs vice chair and former Federal Reserve Bank of Dallas president, expects Federal Reserve's Kevin Warsh to adopt a more neutral tone in his first news conference as chair. Speaking on "Bloomberg Open Interest," Kaplan also says he sees an "historic" capital expenditures boom in the US. (Source: Bloomberg)...
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17.06.26 - 16:24
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Fed Needs to Monitor ′Historic′ Capex Boom, Goldman′s Kaplan Says (Bloomberg)
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Robert Kaplan, Goldman Sachs vice chair and former Federal Reserve Bank of Dallas president, says the US is in the midst of an "historic" capital spending boom driven by infrastructure for AI and computing power. He speaks during an interview on "Bloomberg Open Interest." (Source: Bloomberg)...
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