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18.08.26 - 16:31
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Goldman Sachs Bulks Up Asset Management Business With LCN Deal (Bloomberg)
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Goldman Sachs struck its second deal in a week as the firm pushes ahead with plans to grow its $4 trillion money-management arm. The company will pay as much as $410 million to buy LCN Capital Partners, a commercial real estate investor that focuses on sale-leaseback agreements and triple-net leases. Todd Gillespie has more on "Bloomberg Open Interest." (Source: Bloomberg)...
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18.08.26 - 10:00
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CN 10-Yr Govt Bond Yield Falls to 13-Mth Low (AAStocks)
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China's 10-year government bond yield sank to a 13-month low as soft economic growth prompted investors to flock to the Chinese government bond market. The yield last dropped to 1.663%, the lowest level since July 2025.Hui Shan, Chief China Economist at Goldman Sachs, said that China's interest rates are expected to rema......
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18.08.26 - 06:18
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Nvidia vs Broadcom: Dueling AI financing bets, Contrasting risks (Digitimes)
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Nvidia has unveiled a US$500 billion artificial intelligence (AI) compute financing plan with six Wall Street giants—Goldman Sachs Group, Blackstone, Apollo Global Management, KKR, BlackRock, and Brookfield—highlighting its push to win new startup customers and the growing complexity of its financing structure. The plan also underscores its strategic split from rival Broadcom and rising concerns over a possible industry bubble....
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17.08.26 - 19:18
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KBRA Assigns Preliminary Ratings to GS Mortgage-Backed Securities Trust 2026-HE2 (GSMBS 2026-HE2) (Business Wire)
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NEW YORK--(BUSINESS WIRE)--#creditratingagency--KBRA assigns preliminary ratings to 6 classes of mortgage-backed notes from GS Mortgage-Backed Securities Trust 2026-HE2 (GSMBS 2026-HE2), a $308.9 million RMBS transaction sponsored by Goldman Sachs Mortgage Company (Goldman Sachs or GSMC), consisting of first lien (10.9%) and second lien (89.1%) home equity line of credit (HELOC) loans. The underlying pool is seasoned approximately six months and comprises 3,088 loans, with United Wholesale Mortgage, LLC (UWM; 44.3%) as the largest contributing originator. The HELOCs are mostly interest-only (IO) adjustable-rate mortgages (ARMs), with initial draw windows of two (0.03%), three (76.3%), five (18.6%) or ten (4.8%) years, and 50.6% of the pool with 10-year IO periods. Most loans feature 10-year or 20-year amortization terms after the IO period, with final maturities primarily of 30 years (54.2%) and 20 years (43.9%). As of the July 31, 2026 cut-off date, the borrowers in the pool have drawn $307.9 million fro...
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17.08.26 - 17:39
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China Economic Growth ′Downside Risk′ Looms; Goldman Warns After July Macro-Miss-Fest (ZeroHedge)
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China Economic Growth 'Downside Risk' Looms; Goldman Warns After July Macro-Miss-Fest
China's July activity data weakened from June, missing market expectations across the board, and signaling a soft start to Q3 amid continued divergence between resilient exports and subdued domestic demand.
Originally slated for publication late last night (US time), the data release was delayed for five hours after the statistics agency revised its schedule in a break with recent practice.
Industrial production (IP) growth slowed to 4.5% yoy in July from 5.3% yoy in June, reflecting slower export growth and weaker output growth in ferrous metals smelting, power generation (fell 0.1% y/y to 943.9b kwh), and pharmaceuticals industries.
In sequential terms, IP contracted 0.3% mom non-annualized in July (vs. +1.0% mom non-annualized in June), broadly consistent with last year's pattern of softer quarter-start momentum.
One stand out from Chinese steel production tumbled last month, putting the industry on t...
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