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19.02.26 - 04:36
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Copper, lithium unlikely to match gold′s gains as output rises: Goldman (SCMP)
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Producers across the world are likely to ramp up output of commodities such as copper and lithium, limiting the kind of runaway price gains seen in gold even as markets anticipate a prolonged rally in raw materials, Goldman Sachs said.
Gold has surged to record highs, while a range of other commodities have also climbed, as governments and investors seek the perceived “insurance” value of hard assets amid geopolitical tensions and policy uncertainty, the US bank said in a report addressing what......
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19.02.26 - 02:33
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80% Plunge In Immigration Is Reshaping Labor Market Math, But AI Wildcard Looms: Goldman (ZeroHedge)
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80% Plunge In Immigration Is Reshaping Labor Market Math, But AI Wildcard Looms: Goldman
The Trump administration's crackdown on illegal immigration has resulted in an 80% collapse in net immigration to the USA, and has fundamentally altered the mathematics behind the nation's labor supply to the point where the level of job growth needed to maintain economic stability is now far lower, according to a new Goldman analysis.
After a flood of more than 10.8 million illegal immigrants (official figure) entered the United States under Biden, net immigration - both legal and illegal - has gone from roughly one million people per year in the 2010s to around 500,000 in 2025, with a further drop to just 200,000 projected by Goldman for 2026. This has sharply reduced labor-force growth and lowered the economy's "breakeven" pace of job creation, the bank opines.
Here's Goldman vs. Brookings vs. the Congressional Budget Office on net immigration:
Now, the US will only need around 50,...
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18.02.26 - 12:39
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Rise Of Europe′s "War Unicorns" As Goldman Maps The Defense-Startup Ecosystem (ZeroHedge)
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Rise Of Europe's "War Unicorns" As Goldman Maps The Defense-Startup Ecosystem
The "war unicorn" startup boom we pointed out the other week isn't just an American story. It's happening across the West, as defense startups built around dual-use technology could become the next hot bubble.
Goldman analysts, led by Sam Burgess, told clients on Tuesday that European defense is seeing a "rise of the startups," which could reshape an industry long dominated by major defense contractors.
Burgess said there are more than 380 defense tech startups across Europe, and these companies have raised over $3 billion, heavily focused on dual-use areas like AI analytics, autonomy, sensing, cyber resilience, and next-generation communications.
He said these startups are clustered around major innovation hubs in London, Munich, Stockholm, Paris, and Helsinki, backed by early-stage investors and public programs, including the NATO Innovation Fund and the EIF Defense Equity Facility....
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18.02.26 - 10:36
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Paul Efron, Former General Partner of Goldman Sachs & Co, Joins Star Mountain Capital as Senior Advisor (Business Wire)
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NEW YORK--(BUSINESS WIRE)--Star Mountain Capital, LLC ("Star Mountain"), a rapidly growing, employee-owned investment firm with approximately $4.5 billion in assets under management (“AUM”), is pleased to announce that Paul Efron has joined the firm as a Senior Advisor. Mr. Efron will support Star Mountain with strategic insights into capital markets, governance and financial innovation to further advance the firm's mission of generating long-term value for its investors and portfolio companies.
With over 40 years in investing, investment banking and capital markets, Mr. Efron has deep experience across debt and equity capital markets, leveraged finance, product development, and underwriting of fixed-income commitments.
“Paul is an exceptional leader with extensive experience, drive and creativity,” said Brett Hickey, Star Mountain Capital Founder & CEO. “His decades of leadership at Goldman Sachs bring highly valuable insights and relationships to add value to all Star Mountain's in...
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18.02.26 - 01:18
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Stocks Gain as Tech Holds Up; Bonds Steady | The Close 2/17/2026 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Chipotle's Adam Rymer, IHG's Elie Maalouf, Goldman Sachs' Christina Minnis, Kayne Anderson Rudnick's Julie Biel,, Oaktree Capital's Christina Lee, Sidley Austin's Lilya Tessler, and Union Square Hospitality Group's Chip Wade. (Source: Bloomberg)...
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17.02.26 - 22:24
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Goldman′s Minnis: Blurred Lines in Public, Private Credit to Persist (Bloomberg)
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Christina Minnis, global head of Goldman Sachs' Alternatives Origination Group and head of credit and asset finance, discusses her expanded responsibilities within the Capital Solutions Group and the blurring of the lines between public and private credit markets. She speaks on "Bloomberg The Close." (Source: Bloomberg)...
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