|
|
|
|
|
|
|
|
|
27.03.26 - 17:51
|
Someone Tell Lloyd Blankfein The Fire In Private Credit Has Already Started (ZeroHedge)
|
|
|
Someone Tell Lloyd Blankfein The Fire In Private Credit Has Already Started
Submitted by QTR's Fringe Finance
As I've been writing about, private credit has been under immense stress for months, with liquidity strains, redemption pressure, and growing questions around valuations all surfacing at once. And now with things on the verge of imminent collapse and literally all of f*cking Wall Street already on notice, one former major banking CEO has decided to offer up the King Solomon-like revelation that he believes things could get worse from here.
But, obviously, what he doesn't realize is that the deterioration he's warning about isn't ahead of us. It's already here.
“At some point there needs to be a forcing function or a reckoning that causes you to come to grips with what your balance sheet really is worth,” former Goldman CEO Lloyd Blankfein told Bloomberg this week. He continued: “The analogy I like to give is you accumulate tinder on the floor of the forest and eventually ...
|
|
|
27.03.26 - 17:51
|
Will QatarEnergy′s LNG Fiasco Derail Goldman′s Prewar View Of A Mega LNG Wave (ZeroHedge)
|
|
|
Will QatarEnergy's LNG Fiasco Derail Goldman's Prewar View Of A Mega LNG Wave
Global energy flows are being rewired across Eurasia as the Russia-Ukraine war and the latest U.S.-Iran conflict disrupt Gulf energy flows in what may be the worst energy shock on record.
One major new development is that roughly 20% of global LNG flows remain shut in the Gulf region because of the Hormuz chokepoint, with QatarEnergy warning last week that 17% of its LNG export capacity could be offline for three to five years.
That brings us to Goldman commodities expert Samantha Dart's warning to clients about five months ago, in which she said the "largest-ever LNG supply wave" was set to hit, pushing prices lower.
The question now is whether Dart's warning still holds, given that the Iranian attack on Qatar's Ras Laffan gas facility wiped out about 17% of the country's LNG export capacity, causing an estimated $20 billion in lost annual revenue and threatening supplies to Europe and Asia. Repairs...
|
|
|
|
|
27.03.26 - 12:48
|
Goldman Sachs AM: Zwischen Krisensorgen und Optimismus: Wie Versicherer 2026 anlegen (Das Investment)
|
|
|
Mehr als die Hälfte der Versicherer rechnet mit einer US-Rezession. Dennoch planen 62 Prozent, ihre Private-Assets-Allokation zu erhöhen. Was steckt hinter diesem Widerspruch? Geopolitische Spannungen, eine drohende US-Rezession, volatile Märkte – und trotzdem volle Fahrt voraus bei Private Assets. Das ist in Kurzform das Stimmungsbild, das Goldman Sachs Asset Management in seiner 15. jährlichen globalen Versicherungsumfrage zeichnet. Unter dem Titel "Adaptation in Action" wurden 434 Senior Investment-Professionals – darunter Chief Investment Officers und Chief Financial......
|
|
|
|
|
|
|
|
|
|
|
26.03.26 - 22:30
|
Goldman′s Roman on His Top Opportunity in Health Care (Bloomberg)
|
|
|
David Roman, Goldman Sachs Co-Head of the Health Care Business Unit and Medtech & Health Care IT Analyst, discussed key insights from an inaugural health care conference focused on AI's impact in the sector. He speaks with Katie Greifeld and Bailey Lipschultz on "The Close." (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
26.03.26 - 13:30
|
Fed Should Do Nothing for This Moment, Goldman′s Robert Kaplan Says (Bloomberg)
|
|
|
Robert Kaplan, vice chairman at Goldman Sachs, says, “the Fed is wise to be a risk manager here, not a prognosticator,” in response to the war in Iran. Kaplan also discusses the US economy, how the war has impacted financial activity in the Gulf, and what the firm is telling clients at this moment. (Source: Bloomberg)...
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
