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08.12.25 - 20:01
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Mega Deals Make a Return (Bloomberg)
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Christina Minnis, Goldman Sachs Global Head of Credit & Asset Finance and Head of Global Acquisition Finance says the M&A engine is finally humming again — liquidity is flush, credit spreads are attractive, and boardroom confidence is back. She joined Bloomberg Open Interest to talk about the return of a real M&A cycle. (Source: Bloomberg)...
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07.12.25 - 16:54
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Goldman Reveals Housing "Affordability Illusion" When Factoring Other Costs (ZeroHedge)
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Goldman Reveals Housing "Affordability Illusion" When Factoring Other Costs
Affordability has surged into the news cycle and is almost certain to dominate the coming midterm election cycle. And when voters talk about "affordability," they're most concerned about the basic cost of living. Beyond food and healthcare, nothing hits harder than housing costs.
Goldman analysts led by Arun Manohar have some bad news on the housing affordability front: even with lower mortgage rates and slower home-price growth, it's largely an "illusion of affordability" once other ownership costs, such as taxes, insurance, and maintenance, are factored in.
Manohar explained more in a recent note to clients:
The most important topic of discussion in the housing market remains the challenging affordability situation. The recent decline in mortgage rates and the weak pace of HPA has resulted in housing affordability climbing to the highest level since 2022 (Exhibit 1). However, af...
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06.12.25 - 02:09
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USA Or China: Goldman Breaks Down Who Will Win The AI War (ZeroHedge)
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USA Or China: Goldman Breaks Down Who Will Win The AI War
Even after the latest US-China trade truce, the superpower race for technological dominance remains red hot - and will only intensify through the end of the decade.
The battle is over who controls the technologies that will dominate the 2030s: AI chatbots, advanced chips, drones, humanoid robots, clean tech, EVs, satellites, reusable space rockets, hypersonic weapons, next-gen grid power generation, and the critical minerals that make all of it possible.
The latest comments from U.S. Trade Representative Jamieson Greer reveal that the Trump administration is pushing for a stable trade environment with Beijing, which makes perfect sense heading into the midterm election cycle.
"I don't think anyone wants to have a full-on economic conflict with China and we're not having that," Greer said Thursday at the American Growth Summit in Washington.
Greer continued, "In fact, President Trump has had the opportunity to use all th...
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05.12.25 - 18:27
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"No Longer Gold′s Quiet Sidecar": Silver Surges To Record High As China Demand Exacerbates Squeeze (ZeroHedge)
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"No Longer Gold's Quiet Sidecar": Silver Surges To Record High As China Demand Exacerbates Squeeze
As we have detailed extensively recently (here, here, and here), silver's latest breakneck surge to record highs was in large part due to collapsing inventories of the precious metal in Chinese warehouses linked to the Shanghai Futures Exchange, which just hit the lowest level since 2015.
The squeeze continues to accelerate and this morning the white metal topped $59 - a new record high...
...as rising rate-cut odds support the buying...
...and Chinese demand continues to build back inventories...
Strong inflows to exchange-traded funds added more impetus to a scorching rally, as Bloomberg reports, total additions to silver-backed ETFs in the four days through Thursday are already the highest for any full week since July, a strong signal of investor appetite despite signs silver's gains may be overdone.
As Goldman notes, key catalysts for silver's recent rise include a depletion o...
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