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13.10.26 - 21:21
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"Busiest Week Ever": Goldman′s Trading Desk Sees Rush Into Brazil After Bolsonaro′s First-Round Win (ZeroHedge)
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"Busiest Week Ever": Goldman's Trading Desk Sees Rush Into Brazil After Bolsonaro's First-Round Win
Brazil's general elections earlier this month sparked a right-wing wave at the polls. Though most polls forecast socialist President Luiz Inácio Lula da Silva narrowly leading in the first-round presidential race, right-wing Sen. Flávio Bolsonaro beat the unhinged leftist by around 2 percentage points.
Bolsonaro and Lula now head to an October 25 runoff, with the latest polls putting Bolsonaro ahead.
A PoderData/Aya survey released earlier today put Bolsonaro at 51% of valid votes and Lula at 49%, a statistical tie within the poll's 1.8-percentage-point margin of error. Bolsonaro's lead narrowed to 2 percentage points from 6 in the October 8 poll. The senator lost 2 points while Lula gained 2 points in the latest survey, conducted over the weekend.
A separate BTG Pactual/Nexus poll released today showed Bolsonaro ahead by a wider margin, with 52% of valid votes against Lula...
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13.10.26 - 20:09
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Goldman Sachs Aktie: Quartalsgewinn übertrifft Erwartungen (Aktiencheck)
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Wien (www.aktiencheck.de) - Goldman Sachs-Aktienanalyse der Raiffeisen Bank International AG:
Aaron Alber, Analyst der Raiffeisen Bank International AG (RBI), nimmt in einer aktuellen Aktienanalyse die Aktie von The Goldman Sachs Group Inc. (ISIN: US38141G1040, WKN: 920332, Ticker-Symbol: GOS, NYSE-Symbol: GS) unter die Lupe. [mehr]...
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13.10.26 - 20:06
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Goldman Sachs mit Zahlen: Was ist denn hier los? (Der Aktionaer)
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Zum Beginn der Berichtssaison in den USA ist naturgemäß auch Goldman Sachs dabei. Die Investmentbank lieferte auf den ersten Blick überzeugende Zahlen, vorbörslich gewann die Aktie mehr als vier Prozent. Nun ist der Kurs von diesem Niveau aber deutlich zurückgekommen....
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13.10.26 - 19:54
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Börsenradio Schlussbericht Di. 13.10.26 - Techwerte schwach, Gas auf Vierjahreshoch, Goldman glänzt, DAX leichtes Minus (BRN)
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Der DAX dreht nach frühen Gewinnen ins Minus. Technologiewerte leiden unter neuen Zweifeln am KI-Boom. Infineon verliert 2,1 %, Aixtron 2,9 % und Siemens Energy 2,5 %. Der DAX schließt bei 25.260 Punkten mit 0,1 % Minus. Der MDAX fällt 0,3 % auf 30.020 Punkte. Der EuroStoxx 50 verliert 0,5 % auf 6.168 Punkte. In den USA überzeugen starke Bankbilanzen nur teilweise. Goldman Sachs meldet Rekorderlöse im Aktienhandel. JPMorgan verfehlt dagegen die Gewinnerwartungen. BMW spürt die Schwäche Chinas deutlich. Der Absatz fällt dort um 24,8 %. Schaeffler schreibt wegen des China-Geschäfts 240 Mio. Euro ab. Gold sinkt 0,3 % auf 4.160 Dollar. Brent verliert rund 2,0 % auf 104,60 Dollar. Der europäische Gaspreis steigt 2,0 % auf 86,40 Euro je Megawattstunde. Das ist der höchste Stand seit Dezember 2022. Bitcoin legt leicht zu. US-Dollar und US-Anleiherenditen geben etwas nach. Heiko Thieme fordert den Wiedereinstieg nach Rückschlägen. Robert Halver spricht über Schmerzen und Chancen. Richard Dittrich pr...
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13.10.26 - 18:36
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"I′ll Be Short Whole Year": Paul Tudor Jones Dismisses Goldman′s Optimism, Warns Of Looming Dot-Com Style Equity Supply Tsunami (ZeroHedge)
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"I'll Be Short Whole Year": Paul Tudor Jones Dismisses Goldman's Optimism, Warns Of Looming Dot-Com Style Equity Supply Tsunami
Paul Tudor Jones appeared on CNBC's "Squawk Box" earlier this morning and warned that corporate buybacks and mergers and acquisitions, which have fueled the four-year bull market, are nearing an inflection point and could reverse next year.
"2027 is going to be really, really challenging for the stock market," Jones, the founder and CIO of Tudor Investment, told Andrew Ross Sorkin.
Jones continued, "You've probably got the most negative flow picture for the U.S. stock market that we've had, say, since 2002."
"I'll be short the whole year. There just... there's little value," Jones emphasized.
He added, "You had all this issuance, all these IPOs in '98 and '99, and really 2000, 2001, 2002. Those were the easiest years to be short because you kept having these unlocks that just kept adding supply to the mar...
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13.10.26 - 18:36
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Goldman Reports Blowout Equity Trading Revenues As FICC Disappoints (ZeroHedge)
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Goldman Reports Blowout Equity Trading Revenues As FICC Disappoints
In a carbon copy of JPMorgan, which kicked off Q3 earnings season this morning, Goldman's equities traders blew past expectations in the third quarter, while its fixed-income and rates-trading counterparts fell far below Wall Street's estimates.That said, Goldman's earnings were far cleaner than JPM's, which saw various misses across investment banking, while Goldman was an across the board beat, with the exception of FICC.
First, let's take a quick look at what the company reported for Q3:
EPS $17.01, beating est. $13.07
Revenue $18.68BN, beating est. $16.84BN
FICC sales & trading revenue $3.47 billion, missing estimate $3.72 billion
Equities sales & trading revenue $6.44 billion, beatingestimate $5.09 billion
Global Banking & Markets net revenues $13.46 billion, beating estimate $11.8 billion
Investment banking revenue $3.23 billion, beating estimate $2.86 billion
Advisory revenue $1.65 billion, beating est...
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