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01.03.26 - 17:48
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Lloyd Blankfein On The Risks Of Private Credit (Bloomberg)
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“When you're dealing with opaque illiquid assets like credit, that's a place that one would clearly have to look.”
Former Goldman Sachs CEO Lloyd Blankfein and Bloomberg's David Gura discussed the risks of private credit and being cautious when dealing with investors' money. Subscribe to the Big Take podcast on Apple Podcasts, Spotify or iHeart
(Source: Bloomberg)...
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01.03.26 - 17:42
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Lloyd Blankfein on Kathy Ruemmler′s Ties to Jeffrey Epstein (Bloomberg)
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Goldman Sachs's former CEO Lloyd Blankfein sits down with David Gura, host of the Big Take Podcast and Bloomberg This Weekend, to talk about the risks of private credit, what he thinks about Goldman's reaction to its former top lawyer, Kathy Ruemmler's ties to Epstein and how he thinks companies – and executives – should and shouldn't engage with politics. Subscribe to the Big Take podcast on Apple Podcasts, Spotify or iHeart. (Source: Bloomberg)...
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01.03.26 - 14:36
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Big Take: Lloyd Blankfein on AI, Private Credit, and Politics (Bloomberg)
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Goldman Sachs's former CEO Lloyd Blankfein sits down with David Gura, host of The Big Take Podcast and Bloomberg This Weekend, to talk about the risks of private credit, what he learned running the bank during the global financial crisis, and how he thinks companies – and executives – should and shouldn't engage with politics. Subscribe to the Big Take podcast on Apple Podcasts, Spotify or iHeart. (Source: Bloomberg)...
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01.03.26 - 08:24
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Investment in AI-resistant ′Halo′ companies helps push UK and EU markets to record highs (The Guardian)
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Investors are shifting toward physical assets that are partially insulated from disruption, says Goldman SachsInvestors have a new mantra as they prepare for AI to shake up the global economy – the Halo trade.Interest in Halo – short for “heavy assets, low obsolescence” - has risen as investors seek out companies with tangible, productive assets, which might be insulated from AI disruption, such as energy and transport infrastructure companies. Continue reading......
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27.02.26 - 15:00
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A 40% Cut In S&P 500 Employment Would Cost 12 Million Jobs (24/7 Wall St.)
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In 2023, Goldman Sachs (NYSE: GS) put out a report titled “The Potentially Large Effects of Artificial Intelligence on Economic Growth.” The authors wrote, “Extrapolating our estimates globally suggests that generative AI could expose the equivalent of 300mn full-time jobs to automation.” The authors did say that AI could increase GDP growth and that labor ... A 40% Cut In S&P 500 Employment Would Cost 12 Million Jobs
The post A 40% Cut In S&P 500 Employment Would Cost 12 Million Jobs appeared first on 24/7 Wall St.....
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27.02.26 - 12:03
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Chocolate Market Enters New Phase As "Double-Digit Raw Material Deflation" Eases Costs (ZeroHedge)
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Chocolate Market Enters New Phase As "Double-Digit Raw Material Deflation" Eases Costs
Cocoa prices have collapsed 75% from their 2024 peaks, and Goldman's latest note points out that the worst of the cocoa shock for chocolate makers may finally be passing after being squeezed by soaring bean costs through 2023, 2024, and into the first half of 2025. This only suggests that lower chocolate bar prices at the supermarket could materialize later this year. Against that backdrop, Goldman reiterated Buy ratings on two confectionery stocks.
Analysts led by Sam Darbyshire said the global chocolate production costs should drop by as much as 10% in 2026 and 2027. She pointed out that weather patterns in West Africa - the mecca of global cocoa farming - have supported increased production for the upcoming harvest, leading to stabilization in global supplies.
Darbyshire pointed out that the cocoa futures curve is no longer backward-dated, with December 2027 delivery now 17% more expensive than March 202...
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