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04.08.26 - 20:24
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S&P 500 Rally Faces Earnings Test | Open Interest 8/4/2026 (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." A new S&P 500 record is in sight as earnings put the rally to the test. SpaceX and Palantir take center stage, while oil slides on hopes for a US and Iran breakthrough. Plus, Redd Brown joins us on McDonald's leadership shakeup, Bob Sloan of S3 says SpaceX is the "frothiest trade the market has even seen." Phantom CEO Jim Cantrell takes a deep dive into the space boom, and Goldman's Amanda Lynam joins us with a look at hidden credit stress. (Source: Bloomberg)...
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04.08.26 - 17:01
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Goldman Warns of Hidden Credit Stress (Bloomberg)
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Goldman Sachs' chief credit strategist Amanda Lynam says today's credit-market pressure is about dispersion, not widespread disruption. She joined Bloomberg Open Interest to explain why software borrowers face growing maturity risks, which private-credit warning signs matter most and how debt markets could help finance the massive AI buildout. (Source: Bloomberg)...
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04.08.26 - 14:03
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Talcott Financial Group Launches West Grove Re in Partnership with Goldman Sachs (Business Wire)
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Newly formed Bermuda-domiciled reinsurance vehicle to accelerate Talcott's growth strategy by providing additional access to third-party capitalHARTFORD, Conn.--(BUSINESS WIRE)--Talcott Financial Group (“Talcott”), an international life insurance group providing comprehensive risk solutions for customers across the retirement and insurance industry, today announced the establishment of West Grove Re, Ltd. (“West Grove Re” or “the sidecar”), a Bermuda-domiciled reinsurance sidecar, in partnership with Goldman Sachs. West Grove Re has closed an approximately $1 billion capital raise, including both equity commitments from Talcott, Goldman Sachs Asset & Wealth Management (AWM) and its clients, and a credit facility.
Enabled by Sixth Street and Talcott's open architecture asset management model and partnership approach, West Grove Re was established to support the accelerated growth of Talcott's insurance and reinsurance platform. The sidecar will participate in a quota share of certain Talcott...
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04.08.26 - 05:54
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Japan′s Equities Risk Tactical Correction: Goldman′s Moe (Bloomberg)
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Goldman Sachs Chief APAC Regional Equity Strategist Timothy Moe discusses Japan's macroeconomic environment following recent currency market intervention, warning that Japanese stocks risk a tactical pullback. However, he notes corporate earnings will likely remain intact and maintains a bullish view on structural market fundamentals. (Source: Bloomberg)...
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04.08.26 - 04:54
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China′s outsize commodities footprint cushions global energy shocks: Goldman Sachs (SCMP)
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China's outsize footprint in global commodities is helping to cushion international energy shocks and stabilise gold prices, even as its export controls on rare earths and other critical minerals trigger violent price swings in the Western technology supply chain, according to Goldman Sachs.
In a report published on Monday, Goldman commodities analysts Daan Struyven and Lia Thomas cast Beijing as the global commodity markets' de facto “volatility arbiter”, arguing that Chinese policies pulled......
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