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23.04.26 - 15:06
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Goldman Expects Global Oil Inventories to Hit a Record-Low (Bloomberg)
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Daan Struyven, global commodities research co-head at Goldman Sachs, says oil bottlenecks and supply chain logistics related to the Strait of Hormuz put the global oil market on track to reach the lowest-ever level for global visible inventories, which “implies some upside risks to our forecasts.” (Source: Bloomberg)...
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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 - 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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