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23.04.26 - 09:36
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Goldman Sachs Says Prolonged War ′Will Hit Europe′ (Bloomberg)
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Sharon Bell, senior European equity strategist at Goldman Sachs, discusses the corporate earnings season, the artificial intelligence buildout and the potential impact of a drawn-out Middle East war on Europe's economies. She speaks on Bloomberg Television. (Source: Bloomberg)...
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23.04.26 - 06:36
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Oil Conundrum: Record Inventory Draws And Stable Crude Prices (ZeroHedge)
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Oil Conundrum: Record Inventory Draws And Stable Crude Prices
Something strange is taking place in oil. Crude prices have been remarkably stable over the last week, with Brent mostly trading in the high 90s on mixed prospects for the resolution of the over 7-week conflict in the Persian Gulf, despite signs to the contrary: the second round of talks between the US and Iran has been postponed indefinitely following Iran's decision not to participate; President Trump extended a ceasefire “until such time as their proposal is submitted, and discussions are concluded, one way or the other” and the US maintains its blockade of ships departing from or heading to Iranian ports.
So while the market is rejoicing and trading at daily record highs that all is well, the oil picture remains just as bad as it was when the war started almost two months ago.
According to Goldman, the combination of 1) a lower risk premium, 2) destocking in anticipation of expected Hormuz reopening, and 3) a moderation in ...
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23.04.26 - 03:36
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GSAM′s Calnon on Markets, Investment Strategy (Bloomberg)
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Greg Calnon, Global Head of Public Investing at Goldman Sachs Asset Management, discusses his outlook for markets and investment strategy. He speaks with Haidi Stroud-Watts and Paul Allen on Bloomberg: The Asia Trade. (Source: Bloomberg)...
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23.04.26 - 02:54
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Goldman′s Calnon on Market Outlook Amid Hormuz Closure (Bloomberg)
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Global Head of Public Investing at Goldman Sachs Asset Management Greg Calnon talks to Bloomberg TV about the resilience of global markets despite an extended closure of the Strait of Hormuz, and suggests that investors are still pricing in a relatively speedy restoration of calm to energy supplies. (Source: Bloomberg)...
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22.04.26 - 21:24
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Global Telecom Mega-Merger, Bailout Caused By Financial Stress | Bloomberg Deals 4/22/2026 (Bloomberg)
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A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: Diameter Capital Managing Partner Co-Founder Jonathan Lewinsohn, USA Rare Earth CEO Barbara Humpton, Centerview Partners Co-President of Investment Banking Tony Kim, Wilson Sonsini Partner Head of M&A Rich Mullen, and Goldman Sachs Global Head of Activism & Takeover Defense Avinash Mehrotra. (Source: Bloomberg)...
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22.04.26 - 20:18
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"All Systems Go": Goldman Sees Improvement As Boeing Turnaround Gains Momo (ZeroHedge)
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"All Systems Go": Goldman Sees Improvement As Boeing Turnaround Gains Momo
Boeing shares jumped as much as 5% after the company posted a smaller-than-expected first-quarter cash burn and delivered the most aircraft since 2019 (outdelivered Airbus for the first time in years), reinforcing the view that the turnaround is beginning to lift off. The CEO's earlier comment was "all systems go," while Goldman's initial read on the quarter pointed to "improvements."
First-quarter earnings results show Boeing is gaining traction and is set to ramp up 737 production, a key step toward restoring its cash cow narrowbody jet production ...
... and reducing debt by $7 billion.
The company reaffirmed its expectation of generating $1 billion to $3 billion in free cash flow in 2026, while adjusted losses were narrower than forecast.
Additionally, Boeing's defense and space units improved, with revenue up 21% and margins increasing.
"We're making strides to strengthen o...
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22.04.26 - 20:00
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MILLROCK TECHNOLOGY APPOINTS NEIL A. GOLDMAN AS CFO (PR Newswire)
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KINGSTON, N.Y., April 22, 2026 /PRNewswire/ -- Millrock Technology ("Millrock"), a provider of lyophilization and advanced freeze-drying solutions for the life sciences and biopharmaceutical industries, today announced the appointment of Neil A. Goldman, CPA, as Chief Financial Officer.......
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