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17.04.26 - 09:42
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Goldman Sachs Says Market Recovery Hinges on ′Rates Relief′ (Bloomberg)
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Christian Mueller-Glissmann, head of asset allocation research at Goldman Sachs, discusses the equities rally, the impact of US-Iran de-escalation on sentiment, and whether the markets recovery is sustainable. "I think we need central banks to shift back to a bit to where we were before," Mueller-Glissmann tells Bloomberg Television. "We need the rates relief to come in." (Source: Bloomberg)...
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17.04.26 - 00:42
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Gulf Shock May Spark Shortage Of World′s Most Critical Industrial Chemical, Used Heavily In Mining (ZeroHedge)
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Gulf Shock May Spark Shortage Of World's Most Critical Industrial Chemical, Used Heavily In Mining
Goldman analysts Kyle Shaffer and Amanda Ross provided clients with a broad overview of industrials and natural resources amid energy disruptions in the Gulf area. In the note, they stated that the well-known Gulf energy shock is set to disrupt LNG production in Qatar for years to come. However, they also highlighted another emerging supply crunch that has received far less attention: sulfuric acid.
"Some long-lasting consequences have also started to emerge, including a 3-5 years production loss for LNG facility in Qatar, a 6-12 month re-starting time for some aluminum facilities in the Gulf, and shortage of sulfuric acid which can potentially impact future production for copper and lithium" Shaffer and Ross said.
About a third of the world's sulfur comes from the Gulf region, where it is produced as part of oil and gas refining. Much of the sulfur is exported, primarily to fertil...
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16.04.26 - 21:42
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Goldman Sachs′ Bordlemay on AI Investment and Inflation Caused by Market Uncertainty (Bloomberg)
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Katherine Bordlemay, Goldman Sachs Asset Management Co-Head of Equity Client Portfolio Management, discussed the current equity market environment at all-time highs. She emphasized that equities are benefiting from upward earnings revisions, supported by significant and durable AI investment spending projected to reach $1 trillion over the next three to four years. (Source: Bloomberg)...
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16.04.26 - 17:30
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"It′s Really Illiquid": Goldman COO Warns Retail About Private Credit And The "Perception Of Liquidity" (ZeroHedge)
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"It's Really Illiquid": Goldman COO Warns Retail About Private Credit And The "Perception Of Liquidity"
Speaking at Semafor's World Economy event in Washington, D.C., President and COO of Goldman Sachs John Waldron warned that some managers have oversold how easy it is to get money out—especially to retail investors, who've helped balloon the market into a $1.7 trillion behemoth just as the space faces growing scrutiny and tighter conditions, according to Semafor.
“Not everybody has marketed their product as clearly as, certainly we would like to see with the clarity that this is really not a liquid product. It's not semi-liquid. It's really illiquid,” Waldron said.
“Those retail investors, I think, have the perception of more liquidity than is the reality.”
That mismatch matters more now. Private credit has been under pressure lately—from higher rates to jittery investors suddenly remembering they might want their cash back.
Semafor writes that Waldron is...
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16.04.26 - 06:48
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Goldman Sachs on Private Credit for Wealth (Bloomberg)
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Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs, says institutional investment in private credit remains steady, even as misinformation has pressured the market's redemption windows. She speaks on Bloomberg's The China Show. (Source: Bloomberg)...
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