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24.04.26 - 02:09
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Mercuria, Goldman, JPMorgan See Major Aluminum Market Shock (ZeroHedge)
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Mercuria, Goldman, JPMorgan See Major Aluminum Market Shock
Analysts at Mercuria, the Geneva-based Swiss commodities trading firm, are sounding the alarm on the global aluminum market after severe disruptions in the Gulf region, adding to a growing list of trading desks and research teams warning of a deepening supply shock.
"The scale of the supply shock we're seeing in the aluminum market is probably the largest single supply shock a base metals market has suffered in the post-2000 era," Mercuria commodities analyst Nick Snowdon told Reuters on the sidelines of the Financial Times Commodities Global Summit in Lausanne, Switzerland.
Snowdon then told Reuters, "We are already in a 'black swan' event. No one could have foreseen something on this scale."
Mercuria is a Swiss commodities trading house based in Geneva. Its traders sell, ship, store, and finance physical commodities across markets such as oil, gas, power, LNG, and metals.
Snowdon's alarm over the global alu...
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23.04.26 - 22:06
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Goldman′s Varadhan Signals Dealmaking Amid Volatility (Bloomberg)
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Goldman Sachs' Co-Head of Banking and Markets Ashok Varadhan said dealmaking remains resilient despite geopolitical tensions, pointing to an active pipeline including data center financing. He also struck a measured tone on markets, noting that periods of volatility are part of the cycle. Varadhan spoke in a wide-ranging interview at the Bloomberg Markets and Banking Summit in New York on April 22nd, 2026. (Source: Bloomberg)...
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23.04.26 - 18:39
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Goldman: Fast Food′s ′Bang For The Buck′ Gains As Casual Dining Appeal Craters (ZeroHedge)
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Goldman: Fast Food's 'Bang For The Buck' Gains As Casual Dining Appeal Craters
Goldman analyst Christine Cho has published her latest quarterly survey of 2,000 consumers for 1Q26, pointing to a softer restaurant environment. Muted demand backdrop suggests that the K-shaped economy continues to fester, with working-poor consumers still facing the greatest downward pressure.
Respondents expect their visits to limited-service restaurants (LSRs), restaurants where customers generally order and pay at a counter, kiosk, drive-thru, or app, such as McDonald's, Burger King, Wendy's, Chipotle, CAVA, Sweetgreen, Panera, and others, to hold steady for the next three months, while casual dining still has some room for visit growth, though at a slower pace than in prior quarters.
The respondents under most pressure to spend on food away from home were among lower-income households, with roughly half of consumers earning under $70,000 saying they plan to dine out less.
Another key takeaway is the gro...
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23.04.26 - 11:33
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Goldman Sachs Alternatives Invests $50 Million in BLP Digital, Betting on Agentic AI for Core Finance Processes (Business Wire)
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The secondary transaction values BLP Digital's profitable growth, strong customer traction, and leadership in AI-driven enterprise process automation.ZURICH, Switzerland--(BUSINESS WIRE)--BLP Digital, a leading provider of Agentic AI-based enterprise resource planning (ERP) automation, today announced that Growth Equity at Goldman Sachs Alternatives is investing $50 million in the company. BLP Digital's technology significantly reduces manual labor in high-volume core finance processes such as Accounts Payable, shortens closing times, and achieves measurable effects on cash flow and working capital – with seamless integration into existing ERP landscapes. In doing so, the company addresses a growing market for AI-supported ERP automation, where companies are seeking scalable alternatives to traditional OCR, RPA, and workflow approaches – particularly in the finance environment, where governance, transparency, and controllability are decisive.
BLP Digital's does not view ERP automation as an isolate...
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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 - 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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