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Feb 19, 2024
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we were speaking to goldman sachs saying there are structural opportunities. starting to see the discount you evaporate with the focus on corporate governance reform. the same you're seeing from the tokyo stock exchange. aussie stocks posting some modest gains. earnings in focus as we get into the week. aussie miners, we are tracking here. let's take a look at some of the big movers we are watching. nintendo standing out to us because we are hearing it is going to be delaying its switch two launch. it was slated for the end of this year. it could be postponed until early 2025. investors not liking that. softbank another one to note. we are hearing reports matt ceo she son could be starting a ship company -- a chip company. softbank reaping the investments in arm. canon, you can track trading at a multi week hi. no clear reason for that. jumping the most in seven years. korea gas trading volume. tracking at the highest of the year. the kospi leading some of the gains today. let's turn to singapore. it is expecting its budget to swing back to a surplus in the ne
we were speaking to goldman sachs saying there are structural opportunities. starting to see the discount you evaporate with the focus on corporate governance reform. the same you're seeing from the tokyo stock exchange. aussie stocks posting some modest gains. earnings in focus as we get into the week. aussie miners, we are tracking here. let's take a look at some of the big movers we are watching. nintendo standing out to us because we are hearing it is going to be delaying its switch two...
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Feb 21, 2024
02/24
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goldman sachs called this the most significant earnings report in years.obert: a lot of people would agree. i am a minded of warren buffett, be fearful and people are greedy. nvidia is omnipotent in the sector. there is a huge amount of event risk going into earnings and large expectations priced in. the company needs to report strong numbers and guidance needs to be in line with with the market is expecting to promote gains. we need to see the guidance exceed the market expectations. tom: no pressure at all as we lead up to the earnings with open interest around for 1300 level with stock price above $600. robert, thank you for the preview of the earnings story of the day, week, and year. let's go to mining because earnings came out 30 minutes ago. we've been watching this at the open london time. profit falling 12%, 11.8 billion dollars in 2023 as demand from china for to ramp up to the pre-pandemic level. it will pay a dividend of $2.58 per share above the previous year, $2.25. at a time when the iron a price has been under pressure. marginal pick up in
goldman sachs called this the most significant earnings report in years.obert: a lot of people would agree. i am a minded of warren buffett, be fearful and people are greedy. nvidia is omnipotent in the sector. there is a huge amount of event risk going into earnings and large expectations priced in. the company needs to report strong numbers and guidance needs to be in line with with the market is expecting to promote gains. we need to see the guidance exceed the market expectations. tom: no...
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Feb 23, 2024
02/24
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sachs is calling the start of the new mega cycle we have head of natural resources at goldman sachsoining us to talk us through the report mikaela, the back drop is the energy crisis europe has gone through. there is light at the end of the tunnel >> there is light at the end of the tunnel there is more than that. the energy crisis will completely unwind in the next couple of years. we have gas prices going down and we believe another 50% on the back of the wave of lng. this is going to be tremendously helpful to the european consumer and industry that suffered that so much in 2022 and 2023 and the end of the european narrative of industrialization. >> it is four-to-five years to go to market once the announcement is started. is it too little too late for the german consumers and corporates >> as you are saying, it took four-to-five years to build it it is coming late. it would have been better if it had come two years ago it is not coming too little. we think energy prices going down another 50% from here means giving back to the average european family 200 euro per month. that is
sachs is calling the start of the new mega cycle we have head of natural resources at goldman sachsoining us to talk us through the report mikaela, the back drop is the energy crisis europe has gone through. there is light at the end of the tunnel >> there is light at the end of the tunnel there is more than that. the energy crisis will completely unwind in the next couple of years. we have gas prices going down and we believe another 50% on the back of the wave of lng. this is going to...
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Feb 20, 2024
02/24
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goldman sachs is boosting the year-end target for the s&p to 5,005.he new move puts goldman among the bullish with oppenheimer. rbc boosted its target to 5,150 earlier this year. ed yardeni has the highest price at 5,400. the goldman team on friday says big tech must do most of the heavy lifting. they say the upgrade reflects expectation for economic growth and higher profits for the i.t. and communications services sectors which contain five of the seven magnificent stocks. let's talk to ryan detrick. ryan, is it pretty much the case they will have to do all of the heavy lifting if the s&p 500 will have another big rally? >> good morning, dom. it's pretty early. that is a tough question this early in the morning. yes, they have to do a lot of the lifting. you look at the earnings growth and revenue, it is coming from a lot of the big companies, no question. does it mean they have to do so? there are other parts of the market that are doing well. dom, last week, if you look at the s&p 1500 decline line, it was at an all-time high. there are a lot of s
goldman sachs is boosting the year-end target for the s&p to 5,005.he new move puts goldman among the bullish with oppenheimer. rbc boosted its target to 5,150 earlier this year. ed yardeni has the highest price at 5,400. the goldman team on friday says big tech must do most of the heavy lifting. they say the upgrade reflects expectation for economic growth and higher profits for the i.t. and communications services sectors which contain five of the seven magnificent stocks. let's talk to...
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Feb 22, 2024
02/24
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one of the most likely candidates to break into the all-male top-tier goldman sachs is leaving.ing it quits after 30 years of the bank and the woman has ever been appointed the role of chair, chief executive officer, president receive in their history. joining us now, we look at the departure of the senior executive at the bank but previously the chair of the treasury advisory committee, how big a deal as it for goldman to lose someone like her and in the context of other prominent women leaving the bank? >> all the reasons you mention, she was the longest-serving chair of tbac. she was known for her work with regulators and government bodies. she was once billed to be the possible cfo with the bank. this is a 100 55 euros institution and it would've been a big deal. she was fostered for the rolet that time but we were told in 2021 the she is still position for greater things at the firm. it is important because there is clear recognition that goldman needs to diversify its top ranks. it's a real problem across wall street. several situations are grappling with the same issue. i
one of the most likely candidates to break into the all-male top-tier goldman sachs is leaving.ing it quits after 30 years of the bank and the woman has ever been appointed the role of chair, chief executive officer, president receive in their history. joining us now, we look at the departure of the senior executive at the bank but previously the chair of the treasury advisory committee, how big a deal as it for goldman to lose someone like her and in the context of other prominent women...
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Feb 26, 2024
02/24
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so goldman sachs, they're saying you know what, we think first quarter gdp will be 1.8%.us survey though at 1% this is not them, but a survey of experts right? consumer spending 2%. they thought before it would be 1.4%. across the board you see these kind of major changes. there is excitement out there. it is sort of interesting because, you know, we were bracing for the recession. then we were bracing for all the rate cuts. it feels likes is it equalibrium or maybe the game getting too far ahead of themselves? >> i think these forecasts are a little bit ahead of themselves. what concerns me if the u.s. economy picks up speed, especially in terms of consumer spending that will put renewed upward pressure on prices. the problem you have here is, it is major constraint now being imposed on the economy by a historically low unemployment rate and very rapid wage inflation. so it may not take much of an increase in the demand for labor to push wage growth a little bit higher. in turn you will see prices take off. we're going from talking about a rate cut to a possible rate hik
so goldman sachs, they're saying you know what, we think first quarter gdp will be 1.8%.us survey though at 1% this is not them, but a survey of experts right? consumer spending 2%. they thought before it would be 1.4%. across the board you see these kind of major changes. there is excitement out there. it is sort of interesting because, you know, we were bracing for the recession. then we were bracing for all the rate cuts. it feels likes is it equalibrium or maybe the game getting too far...
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Feb 23, 2024
02/24
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goldman sachs out with a forecast. >>> and the wait's over. reddit is set to make its debut. >>> and the u.s. returns to the moon for the first time in 50 years. one stock is rocketing higher on the news it's friday, february 23rd, 2024 you're watching "worldwide exchange" right here on cnbc >>> good morning and welcome to "worldwide exchange. i'm frank holland. let's get you ready to start the day with the hourly check on the u.s. stock futures and take a look here. futures in the red across the board. s&p and dow are flat it is the nasdaq taking a leg lower at this hour what you see in the futures after a blockbuster day for stocks in the u.s. and all around the world h ahead of the open, the dow is above 39,000 for the first time after the 1% gain yesterday for the 13th record close of the year the nasdaq 100 sitting at or just a tick below all-time highs after 2% and 3% gains yesterday. all coming off the best one-day gains in more than a year. according to bespoke, the last time the nasdaq 100 saw a daily gain of 3% was in march of 2000.
goldman sachs out with a forecast. >>> and the wait's over. reddit is set to make its debut. >>> and the u.s. returns to the moon for the first time in 50 years. one stock is rocketing higher on the news it's friday, february 23rd, 2024 you're watching "worldwide exchange" right here on cnbc >>> good morning and welcome to "worldwide exchange. i'm frank holland. let's get you ready to start the day with the hourly check on the u.s. stock futures and...
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Feb 9, 2024
02/24
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sonali: let's bring in the chief credit strategist at goldman sachs. think about the issuance we have seen. you think about what we've heard from wells fargo, front running, more economic data. how much are issuers trying to get ahead of potential trouble? >> a lot of it is paid funding. but we've had a very impressive start to the year in terms of primary market activity. we had the biggest january ever with close to 200 billion of supply. there has been really two takeaways for me. to a very large extent, that is a natural response to lower yields. we were at 5% on 10 year treasuries in late october. we are lower today. i think it reflects a much more predictable path of monetary policy and more comfort vis-a-vis the durability of the cycle. those things have played a big role. it is also a very positive development with regards to the low end of the quality spectrum. the high-yield companies that have to address upcoming maturities. that appetite is quite strong on the issuer side. second take away to me, that has been met with very strong demand. y
sonali: let's bring in the chief credit strategist at goldman sachs. think about the issuance we have seen. you think about what we've heard from wells fargo, front running, more economic data. how much are issuers trying to get ahead of potential trouble? >> a lot of it is paid funding. but we've had a very impressive start to the year in terms of primary market activity. we had the biggest january ever with close to 200 billion of supply. there has been really two takeaways for me. to a...
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Feb 22, 2024
02/24
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this is repeated at goldman sachs every year each and every single year. had been there for 30 years, started in the trading division or at least grew rapidly within the trading division. once she became partnering 2010, she was part of the longest-serving chair which is an influential advisory group to the treasury secretary. she's been a banker for the last two or three years so she's had experience on both sides of term. so you can be certain, wherever she lands next, she will have a fantastic leadership opportunity. >> big time, she is entering the job market with a strong resume. maybe off the garden for a couple of months, but we will continue to follow that one. and of course, it is time now for social climbers, a look at the stocks making waves on social media this morning. first off, bowing ousting the head of the 737 max program. ed clark step down immediately after nearly 18 years at boeing. the move less than two months after the midair blowout that led to scrutiny at the u.s. playmaker. next up, we do have etsy in a bind. the marketplace missi
this is repeated at goldman sachs every year each and every single year. had been there for 30 years, started in the trading division or at least grew rapidly within the trading division. once she became partnering 2010, she was part of the longest-serving chair which is an influential advisory group to the treasury secretary. she's been a banker for the last two or three years so she's had experience on both sides of term. so you can be certain, wherever she lands next, she will have a...
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Feb 19, 2024
02/24
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goldman sachs is revising higher their forecast. taken the net long to move the needle higher. they are positive. optimistic in terms of the profit and outlook for corporate u.s. and right -- in an environment where you get a soft landing. one of the highest forecast coming in. just 4% from the levels we are at now. what a contrast in terms of the fate of the s&p 500 and u.s. corporate's versus their chinese counterparts. let's have a look at the terminal on the day when tiny -- china comes back from lunar new year. this is the story of the three years. this is the grand low in terms of confidence in the mainland chinese investor. the downside of around 60% in terms of the drawdown. 60% of the drawdown over that three year time. they will stay they need more robust support for this economy but not enough at this point to restore that confidence. that optimism is coming a little bit more baked in. the cfo will be speaking to bloomberg. the fireside chat is at 8:50 a.m. london time. markets today are next. stay with us. this is bloomb
goldman sachs is revising higher their forecast. taken the net long to move the needle higher. they are positive. optimistic in terms of the profit and outlook for corporate u.s. and right -- in an environment where you get a soft landing. one of the highest forecast coming in. just 4% from the levels we are at now. what a contrast in terms of the fate of the s&p 500 and u.s. corporate's versus their chinese counterparts. let's have a look at the terminal on the day when tiny -- china comes...
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Feb 1, 2024
02/24
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goldman sachs adjusting its rate forecast after powell said a march move sun likely.ically he said it's not happening. goldman pushing back, the first cut estimate from march to may, although the bank says it still expects five interest rate cuts this year. so let's dig in on all these stories. joining us now is the economist behind that call, david miracle, chief economist with goldman sachs, and cnbc's senior economics reporter steve liesman, as well steve, i honestly -- you know me, never at a loss for words. but i think i am this time i don't know where to start with you, because everybody is focused on rates i get that but with the job market showing some cracks, with commercial real estate maybe and the banks showing cracks, could the fed focus also shift a little more to the other side of their twin obligations, and that is jobs? >> yeah, i think that's a good question, brian. and i think it may be starting to but i think it needs -- just like it needs a little more data to be confident to cut rates, it will need more data of weak job growth to make that call y
goldman sachs adjusting its rate forecast after powell said a march move sun likely.ically he said it's not happening. goldman pushing back, the first cut estimate from march to may, although the bank says it still expects five interest rate cuts this year. so let's dig in on all these stories. joining us now is the economist behind that call, david miracle, chief economist with goldman sachs, and cnbc's senior economics reporter steve liesman, as well steve, i honestly -- you know me, never at...
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Feb 21, 2024
02/24
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goldman sachs again, their trading desk says it is the most important stock on earth.ank of america though reminds us that at some point these big-time parties fall apart. now of course, i don't know maybe they have something, this is it, michael earnhardt at bank of america keeps putting out these terribles. these are all the historical bubbles and what they have done. here we are at the bottom "the magnificent seven." i don't know we're they're yet 139%. only one time it was lower than that we crashed. here are the his tore rib bubbles going back to 1718. they have done their research. beware we could be repeating history real soon. i want to bring in heritage capital paul schatz. look at this table here. you look at a table like this, all the big-time bubbles throughout history. we don't have the tulips out there, is there anywhere you get nervous, you see authentic comparisons? >> first i would, some of these i don't feel are bubbles. clearly black monday in the dow i don't think the market was in a bubble heading into the crash of '87. that was kind of an exogenou
goldman sachs again, their trading desk says it is the most important stock on earth.ank of america though reminds us that at some point these big-time parties fall apart. now of course, i don't know maybe they have something, this is it, michael earnhardt at bank of america keeps putting out these terribles. these are all the historical bubbles and what they have done. here we are at the bottom "the magnificent seven." i don't know we're they're yet 139%. only one time it was lower...
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Feb 18, 2024
02/24
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names like goldman sachs and lehman will be familiar to. too many others like schiff and seligman, not so much, but all had very significant roles in transform the united states into a financial and underwriting of the 20th century's major companies. these powerful jewish families of new york were. profiled 57 years ago and steven birmingham's bestselling book, our crowd. but that as daniel notes in his introduction was this basically a work of social history? while his is intended as of a financial political and philanthropic one, daniel confesses at the outset that he was somewhat reluctant to write this with its portrait of these german-jewish dynasties. xers sizing their wealth and their power as someone who is himself. daniel worried such a history coming at a time. surging anti-semitism could reinforce conspiracy theories about jewish influence having undue impact. but he went ahead with the book, as he puts it, that there is no better way to counter lies than to tell stories in full. the result is a book reviewers have praised as ill
names like goldman sachs and lehman will be familiar to. too many others like schiff and seligman, not so much, but all had very significant roles in transform the united states into a financial and underwriting of the 20th century's major companies. these powerful jewish families of new york were. profiled 57 years ago and steven birmingham's bestselling book, our crowd. but that as daniel notes in his introduction was this basically a work of social history? while his is intended as of a...
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Feb 1, 2024
02/24
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sachs, setting out its plan for business.is morning the shadow chancellor rachel reeves addressed the conference and found that labour would not hike the rate of corporation tax during its first term in office if it won the election. she also told the audience that the current level of 25% strikes the correct balance but hinted it could even be cut if the uk's competitive nurse comes under threat. —— competitiveness. this is the scene at the conference where keir starmer will address the audience very shortly and he will be talking about how labour is trying to woo business leaders and when rachel reeves gave her speech, she said labour has changed and we are now the pro—worker, pro—business party, and listening to this speech from keir starmer will be our political correspondent iain watson. what is keir starmer likely to say? he is likely to say that labour is now the party of business and
sachs, setting out its plan for business.is morning the shadow chancellor rachel reeves addressed the conference and found that labour would not hike the rate of corporation tax during its first term in office if it won the election. she also told the audience that the current level of 25% strikes the correct balance but hinted it could even be cut if the uk's competitive nurse comes under threat. —— competitiveness. this is the scene at the conference where keir starmer will address the...
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Feb 2, 2024
02/24
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it is the latest lender after citigroup and goldman sachs to trim its workforce. saw a fall in deal—making activities after interest rates rose. deutsche bank employs 90,000 staff around the world india s finance minister has presented the governments spending plan for the year. it was an interim budget focusing on infrastructure and long—term reforms... ahead of elections slated to take place in a few months' time. my colleague arunoday mukharji has the highlights. spending big on infrastructure projects has been key to this government's economic policies and we saw an example of that once again in the finance minister's speech when she promised an expenditure to the tune of nearly $130 billion on infrastructure, which was a hike of about 11%, and about 3.4% of the annual gdp. the indian government hopes that by way of these big ticket infrastructure projects, they can generate more employment and keep india on the path of economic progress as has been promised by this government. the government also announced a portable housing to the tune of 20 million, built o
it is the latest lender after citigroup and goldman sachs to trim its workforce. saw a fall in deal—making activities after interest rates rose. deutsche bank employs 90,000 staff around the world india s finance minister has presented the governments spending plan for the year. it was an interim budget focusing on infrastructure and long—term reforms... ahead of elections slated to take place in a few months' time. my colleague arunoday mukharji has the highlights. spending big on...
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Feb 5, 2024
02/24
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friday we have the co-cio of 6th street about his big move from goldman sachs.that tells us about wall street these days. katie: a lot to look forward to there and more coverage to look forward to after the break. this is bloomberg. ♪ j.p. morgan wealth management knows it's easy to get lost in investment research. get help with j.p morgan personal advisors. hey, david! ready to get started? work with advisors who create a plan with you, and help you find the right investments. so great getting to know you, let's take a look at your new investment plan. ok, great! this should have you moving in the right direction. thanks jen. get ongoing advice; and manage your investments in the chase mobile app. katie: let's take a quick look at some stocks hitting high and low. shares rise about 2% right now, you have caterpillar up on the board. nvidia, goldman raising its price target to $800 on robust ai demand. a 52 week low we will continue to keep an eye on that one. that does it for us, bloomberg technology is up next. ♪ anesthesia -- 1 in 185,000. validate your parki
friday we have the co-cio of 6th street about his big move from goldman sachs.that tells us about wall street these days. katie: a lot to look forward to there and more coverage to look forward to after the break. this is bloomberg. ♪ j.p. morgan wealth management knows it's easy to get lost in investment research. get help with j.p morgan personal advisors. hey, david! ready to get started? work with advisors who create a plan with you, and help you find the right investments. so great...
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Feb 2, 2024
02/24
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it is the last lender to trim its workforce after the group of goldman sachs.all in dealmaking bodies after interest rates rose, the bank has 90,000 staff around the world. the boss of the country's most valuable company has told the bbc the rise of the far right is a threat to the far right is a threat to the economy. while it has so far avoided a technical recession there are growing fears that it is only a matter of time. the biggest economy feels the full effect of a variety of problems including falling consumer spending and exports. as well as a shortage of skilled workers. my colleague asked question about the expectations for the year ahead. i the expectations for the year ahead. ., �* , ., ahead. i don't believe that we suddenly see _ ahead. i don't believe that we suddenly see high _ ahead. i don't believe that we suddenly see high growth - ahead. i don't believe that we suddenly see high growth in l suddenly see high growth in germany. but i remember optimistic because what i've seen with sap, look at us, we started our transformation three years ago
it is the last lender to trim its workforce after the group of goldman sachs.all in dealmaking bodies after interest rates rose, the bank has 90,000 staff around the world. the boss of the country's most valuable company has told the bbc the rise of the far right is a threat to the far right is a threat to the economy. while it has so far avoided a technical recession there are growing fears that it is only a matter of time. the biggest economy feels the full effect of a variety of problems...
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Feb 15, 2024
02/24
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. >>> ceos from goldman sachs, citigroup, j.p. morgan chase and others were among those testifying on the oversight of wall street and topics included international competitiveness of united states banks, proposed regulations that increase capital wire mints and access to capital for small business owners, veterans, and underserved communities. >> we will come to order and thank you for the witnesses today and senator scott, thank you for your work on this and the eight bank ceos appearing before us today lead the biggest global systemically important banks in the united states of america and your banks hold nearly $15 trillion in assets and manage trillion -- trillions of dollars of assets and fund things in the country and you hold nearly half the nations deposits, more than $80 trillion in client assets in your banks touch almost every aspect of our financial system and working americans money even if they are your customers and all of that makes you eight of the most powerful people in the country and the banks you run are so
. >>> ceos from goldman sachs, citigroup, j.p. morgan chase and others were among those testifying on the oversight of wall street and topics included international competitiveness of united states banks, proposed regulations that increase capital wire mints and access to capital for small business owners, veterans, and underserved communities. >> we will come to order and thank you for the witnesses today and senator scott, thank you for your work on this and the eight bank ceos...
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Feb 1, 2024
02/24
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james ashley, head of international market strategy from goldman sachs join silvia and myself for theank of england decision at 12:00 and stick around for steve's decision he will speak with governor andrew bailey at 16:00 gmt. >>> coming up on "street signs," today, earnings is coming up with meta and amipple after the closing bell we will break that down coming up next. secure payment. card readers you can rely on. and one place to manage it all. whatever the stage, businesses that grow grow with shopify. ah, these bills are crazy. she has no idea she's sitting on a goldmine. well she doesn't know that if she owns a life insurance policy of $100,000 or more she can sell all or part of it to coventry for cash. even a term policy. even a term policy? even a term policy! find out if you're sitting on a goldmine. call coventry direct today at the number on your screen, or visit coventrydirect.com. shopify's point of sale system helps you sell at every stage of your business. with fast and secure payment. card readers you can rely on. and one place to manage it all. whatever the stage, b
james ashley, head of international market strategy from goldman sachs join silvia and myself for theank of england decision at 12:00 and stick around for steve's decision he will speak with governor andrew bailey at 16:00 gmt. >>> coming up on "street signs," today, earnings is coming up with meta and amipple after the closing bell we will break that down coming up next. secure payment. card readers you can rely on. and one place to manage it all. whatever the stage,...
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Feb 1, 2024
02/24
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it's one of the reasons some have been buying stocks like goldman sachs thinking capital markets areink? >> it's a timing issue, and i think it's still a second half event for the markets to open up you need more stability, and amer sports, it's not going to do okay. it's a second half event, pure and simple i wouldn't get excited about it, but a good reason to buy goldman in advance of it you can't wait >> what about you? >> look, i think indications like this, if you get more ipos, more capital markets activity. rates are coming down, i think that's a good reason to buy the morgans of the world now you can say what is my capital cost going to be and spreads are tight. so if you're going to go out and raise debt, this is the time to do it. >> look, it's priced lower than it was expected from the earlier range, and it's a 3% mover does this give you any degree of confidence is this the kind of pop you want to see to give you a real sign that hey, the markets are purely open for business now again? >> i think this is okay if you have to go out in public but you want to see a higher po
it's one of the reasons some have been buying stocks like goldman sachs thinking capital markets areink? >> it's a timing issue, and i think it's still a second half event for the markets to open up you need more stability, and amer sports, it's not going to do okay. it's a second half event, pure and simple i wouldn't get excited about it, but a good reason to buy goldman in advance of it you can't wait >> what about you? >> look, i think indications like this, if you get...
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Feb 28, 2024
02/24
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>> if i reserve to the goldman sachs and uvs, it would be the corperates representing the investment arms of certain firms like soft bank or invidia. and it would also be retail traders. retail traders get a lot of the conversation because it is trending on twitter with the hashtag moass. and then you also have the active managers. all of those are driving but retail traders are creating the biggest headlines given the search for palo alto or bit coin or beyond meat that are surging as of late. >> all right, thank you. >>> we have seen our share of companies acing their a.i. rollouts. others are having a bit more of a tough time. recently google facing backlash over its gemini a.i. to the point where the ceo saying that the blunders were unacceptable. jennifer is here to tell us more about the blunders and what did the memo say? >> right. you have talked about this thoroughly over the last week. last week google had to pull one of its a.i. imaging tools that was supposed to be associated with gemini, the major a.i. rollout. it had mistakes in what was factually incorrect in turning u
>> if i reserve to the goldman sachs and uvs, it would be the corperates representing the investment arms of certain firms like soft bank or invidia. and it would also be retail traders. retail traders get a lot of the conversation because it is trending on twitter with the hashtag moass. and then you also have the active managers. all of those are driving but retail traders are creating the biggest headlines given the search for palo alto or bit coin or beyond meat that are surging as of...
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Feb 29, 2024
02/24
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goldman sachs head of credit finance, christina minnis is seeing a deal interest.e with her last night and asked her what she was watching the deal market. chistina: it is not surprising to me but i chuckle a bit when folks who were born a few decades after me look at this cost of capital and does so expensive. it is expensive compared to a very unique period in history but not on historic basis. sonali: even though you've seen m&a coming back, but you have not really seen come back yet is the return of the large lbo. chistina: it is starting. there is a deal announced last week, $15.5 billion. and about 9 billion dollars in financing. is it back to where it was for ukraine? what we are starting to see signs of sizable transactions coming back to markets. i think it will be gradual, that it is definitely coming back. sonali: there is a question of what stops the party. if it is high interest rates or investors setting off guard? chistina: i think investors might be expecting a soft landing and perhaps correctly so. it starts with the economy and if we have seen som
goldman sachs head of credit finance, christina minnis is seeing a deal interest.e with her last night and asked her what she was watching the deal market. chistina: it is not surprising to me but i chuckle a bit when folks who were born a few decades after me look at this cost of capital and does so expensive. it is expensive compared to a very unique period in history but not on historic basis. sonali: even though you've seen m&a coming back, but you have not really seen come back yet is...
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Feb 12, 2024
02/24
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i defer to my friend -- over at goldman sachs who've done work in the past -- what stocks usually grow into their valuations. and historically, stocks trading at, what will call, excessive valuations, to oversimplify things for the viewer, usually don't grow into the valuations. it's not always true, it's usually true. >> we've got cpi tomorrow. we're gonna get ppi this week as well. what's riding on this? it's on the narrative, right? >> share. >> inflation is a 2%. it's gonna cut before it gets there. >> the path is gonna cut before it gets. they straight to where the puck is going, scott. the idea that they need to wait to 2%, never an idea that they advanced or an idea that the market should've believed that. the trend is clearly downward. i think the so-called last mile that we're only focused on right now becomes the focus. how long does it take you to get from 3% down to 2%? at the same time, from an investment tandpoint i'm not sure that i care. and what i mean by that is, from an investment from a market forecasting standpoint, if someone told me inflation over the next five y
i defer to my friend -- over at goldman sachs who've done work in the past -- what stocks usually grow into their valuations. and historically, stocks trading at, what will call, excessive valuations, to oversimplify things for the viewer, usually don't grow into the valuations. it's not always true, it's usually true. >> we've got cpi tomorrow. we're gonna get ppi this week as well. what's riding on this? it's on the narrative, right? >> share. >> inflation is a 2%. it's...
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Feb 6, 2024
02/24
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here's goldman sachs global head of engagement sharing her story. >> i was an immigrant, and we grewublic housing. i think there was nothing about my back ground that would have suggested that i would grow up to become the senior most black professional at goldman sachs or the second person in the firm's history to sit on the management committee as a black person. but i think there's a universeality that black history is american history, and there's so much to be learned in that. ameritrade is now part of schwab. bringing you an elevated experience, tailor-made for trader minds. go deeper with thinkorswim: our award-wining trading platforms. unlock support from the schwab trade desk, our team of passionate traders who live and breathe trading. and sharpen your skills with an immersive online education crafted just for traders. all so you can trade brilliantly. >>> i want to break some news to you. there is a presidential election this year, we're told. and it's happening exactly in 39 weeks. one demographic that is vast and could and probably will make a difference are younger vote
here's goldman sachs global head of engagement sharing her story. >> i was an immigrant, and we grewublic housing. i think there was nothing about my back ground that would have suggested that i would grow up to become the senior most black professional at goldman sachs or the second person in the firm's history to sit on the management committee as a black person. but i think there's a universeality that black history is american history, and there's so much to be learned in that....
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Feb 19, 2024
02/24
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FBC
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will watch this the level on the s&p 500 goldman sachs again lifting the year-end target 25200 and back on friday, the s&p closed at 5005 so goldman sees a 4% rise from where we are right now. it's as big tech will have to continue to do the heavy lifting but we asked could and should the magnificent seven continue to have an outside impact on the broader markets. deutsche bank noting the combined market cap it of the seven companies would be equal to the stock exchange in the entire world, this raised concerns about overconc overconcentration, drawling in comparison to 201,929, we all know what happened in those years. while magnificent seven number and video reports on wednesday, look at this she are up 50%, that is this year, but they have more than tripled in the past year, we will also get reports tomorrow from walmart, home depot and palo alto, look at the calendar at the imager not later in the week, let's get to the floor show kenny polcari and scott shellady joining me now, good to see you guys. lauren: everyone we know and myself says i wish i bought nvidia back with or amd, h
will watch this the level on the s&p 500 goldman sachs again lifting the year-end target 25200 and back on friday, the s&p closed at 5005 so goldman sees a 4% rise from where we are right now. it's as big tech will have to continue to do the heavy lifting but we asked could and should the magnificent seven continue to have an outside impact on the broader markets. deutsche bank noting the combined market cap it of the seven companies would be equal to the stock exchange in the entire...
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Feb 26, 2024
02/24
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stocks like city, jp morgan, goldman sachs outperforming microsoft, apple, and alphabet over the lasts. joining us now, wells fargo top analyst, mike mayo. why are these things doing well? >> why did they do so poorly before? the banks are the most resilient that they have been in decades. the core earnings power is 20% higher versus 2019, even when the stocks went down over the last several years. >> why are they getting rewarded all of a sudden? we said over the last three months, reforming the blue chip names seemingly 3000 times a day. >> there are three issues for banks. the three r's. that would be right, recession, and regulation. each one of those is less bad. when it comes to interest rates, you cannot unsee the december fed pivot. it seems a little bit less likely than before. regulation seems like it will be dialed back a little bit. >> you posed the question rhetorically at the top, suggesting well, why were they down so much before? as if they did not deserve to be. but then you said were given where interest rates were, that was a substantial headwind with worries about
stocks like city, jp morgan, goldman sachs outperforming microsoft, apple, and alphabet over the lasts. joining us now, wells fargo top analyst, mike mayo. why are these things doing well? >> why did they do so poorly before? the banks are the most resilient that they have been in decades. the core earnings power is 20% higher versus 2019, even when the stocks went down over the last several years. >> why are they getting rewarded all of a sudden? we said over the last three months,...
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Feb 9, 2024
02/24
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here's a global head of corporate engagement at goldman sachs. >>> i was an immigrant, and we grew upi think there was nothing about my background that would have suggested that i would grow up to become the senior-most black professional at goldman sachs or the second person in the firm's history to sit on the management committee as a black person. but i think there's a universality about black history is american history, and american history is black history. i think there's so much to be learned in that. ♪(song in french)♪ (♪♪) (♪♪) (♪♪) (♪♪) book in the hotels.com app to find your perfect somewhere. >>> welcome back to "fast money." time for the chart of the week. and one of our traders is watching a name that may be flying under the radar. simpson manufacturing is up despite missing earnings estimates earlier this week. the stock has climbed 75% in the past year. julie, give us the lowdown here in why this is your chart of the week. >> what i was thinking was looking at the homebuilding eft seg segment overall because we know we are secularly underhoused. i think no one was exp
here's a global head of corporate engagement at goldman sachs. >>> i was an immigrant, and we grew upi think there was nothing about my background that would have suggested that i would grow up to become the senior-most black professional at goldman sachs or the second person in the firm's history to sit on the management committee as a black person. but i think there's a universality about black history is american history, and american history is black history. i think there's so...
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Feb 23, 2024
02/24
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goldman sachs coming out and saying it is a likely scenario.e have seen the path change meaningfully. we will keep an eye on that. with so many officials cautioning against rate cuts any time soon, you have michelle bowman talking about the idea of not now. philip jefferson saying there was a danger of easing too much. cautioning anyone from looking at it right now and right away. lisa cook looking to have greater confidence inflation is going to 2%. joining us is megan's wiper. you expect june will be the first set of cuts. the market expecting so much more so much sooner. when you look at the path of inflation, the data we have seen and pce next week, how much risk is there that june will not happen? >> the market has come a long way in meeting expectations for what the fed has laid out in the december summary of economic projections. after the january fed meeting, we were talking about the fact the market had come a long way wanting the cuts earlier, faster, sharper. that was the market sitting with inflation pricing, this sharp pace of infl
goldman sachs coming out and saying it is a likely scenario.e have seen the path change meaningfully. we will keep an eye on that. with so many officials cautioning against rate cuts any time soon, you have michelle bowman talking about the idea of not now. philip jefferson saying there was a danger of easing too much. cautioning anyone from looking at it right now and right away. lisa cook looking to have greater confidence inflation is going to 2%. joining us is megan's wiper. you expect june...
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Feb 26, 2024
02/24
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next, why goldman sachs and morgan stanley are holding on to risky parts of the clo market.s bloomberg. ♪ hey you, with the small business... ...whoa... you've got all kinds of bright ideas, that your customers need to know about. constant contact makes it easy. with everything from managing your social posts, and events, to email and sms marketing. constant contact delivers all the tools you need to help your business grow. get started today at constantcontact.com constant contact. helping the small stand tall. sonali: this is "bloomberg markets." i am sonali basak. it is time for the wall street beat where we look at what is buzzing on wall street and in the world of banking and finance. today we are looking at goldman and morgan stanley's new willingness to hold onto risky parts of the clo market. let's talk about what is going on. why are they willing to take on this kind of risk, particularly goldman and morgan stanley? >> is all about market share for both. it is a lucrative business. the more you are willing to differentiate yourself to say i have lots of leverage you
next, why goldman sachs and morgan stanley are holding on to risky parts of the clo market.s bloomberg. ♪ hey you, with the small business... ...whoa... you've got all kinds of bright ideas, that your customers need to know about. constant contact makes it easy. with everything from managing your social posts, and events, to email and sms marketing. constant contact delivers all the tools you need to help your business grow. get started today at constantcontact.com constant contact. helping...
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Feb 1, 2024
02/24
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bringer many, many years ago when i worked at goldman sachs and he had explosive ideas and made you feel like you wanted to work there as a manager at a store. and he actually had specials and you said to yourself there is something between sxhmcdonals and those special restaurants you can't afford i feel it's happening again. maybe it's the advertising maybe it's the service you're bringing back what people don't know about norman brinker. i want you to speak about how you're returning the legacy to the way it was >> i appreciate the comparison to norman brinker. i would say i'm a shadow of norman brinker doug brooks, norman brinker, these are larger than life individuals. i've been at this for about two years. we've got a lot of work ahead of us but i appreciate you saying that the teams are doing an amazing job getting back, making guests feel special, making team members feel special the food is improving, the service levels are improving and that stock price is a reflection of how the teams are doing and how they're getting after it to make guests feel special >> i'm a believer in t
bringer many, many years ago when i worked at goldman sachs and he had explosive ideas and made you feel like you wanted to work there as a manager at a store. and he actually had specials and you said to yourself there is something between sxhmcdonals and those special restaurants you can't afford i feel it's happening again. maybe it's the advertising maybe it's the service you're bringing back what people don't know about norman brinker. i want you to speak about how you're returning the...
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Feb 28, 2024
02/24
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IRINN
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iran sena capital market news base based on the forecast of the american bank goldman sachs crude oil price. the north sea brent index will reach $87 per barrel this summer. international monetary fund. the medium-term outlook for economic growth and global economic activity remains low. purchase order and minimum purchase volume of pre-emptive shares in the agreed market was corrected. based on the two revised articles of this order , the purchase order registration procedure, which previously was at least one tenth of the company's base capital, i.e. 500 million tomans, was changed to 100 million tomans . also, the minimum volume or purchase value of unused preemptive shares and seized and collateral shares in the agreed market was revised from 500 million tomans to 100 million tomans. thank you for your companion. for fridge and dishwasher, have a nice trip . buying from pak is a trip. by purchasing any of your pak products , there is a possibility of winning an exciting trip. pak shuma is traveling, pak shuma is always with you. this is a smart design with delicate lines in the mo
iran sena capital market news base based on the forecast of the american bank goldman sachs crude oil price. the north sea brent index will reach $87 per barrel this summer. international monetary fund. the medium-term outlook for economic growth and global economic activity remains low. purchase order and minimum purchase volume of pre-emptive shares in the agreed market was corrected. based on the two revised articles of this order , the purchase order registration procedure, which previously...
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Feb 21, 2024
02/24
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goldman sachs trading desk called it the most important stock on planet earth. i'm obsessed with that. options positions in signaling a nearly $200 billion move in nvidia stock following tonight's earnings report. joining me is carly one of. we will bring in the bloomberg intelligent senior analyst mandeep singh. carly, on the options side, think about the move implied, 11% give or take on either side. how significant is that relative to what we typically see from nvidia post earnings? carly: relative to the last two prints its are tepid moves on the day after its earnings. relative to the two prince prior is not that big. those were about 24% and 14%. this would not be a blowout as it was an 11% move. on the basis of general stocks into very large move especially how big the nvidia market cap is on the putting it towards a stork one-day move after the earnings report. katie: it's interesting to see traders bracing for this. to move us closer to 6% or so when you look at what options implied. it looks like the report, the whole world is focused on it. i'm only s
goldman sachs trading desk called it the most important stock on planet earth. i'm obsessed with that. options positions in signaling a nearly $200 billion move in nvidia stock following tonight's earnings report. joining me is carly one of. we will bring in the bloomberg intelligent senior analyst mandeep singh. carly, on the options side, think about the move implied, 11% give or take on either side. how significant is that relative to what we typically see from nvidia post earnings? carly:...
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Feb 27, 2024
02/24
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coming up in the next hour, goldman sachs' chief u.s.id kostin will be on. >> fantastic. >> looking beyond the magnificent seven. ar. rock star? what do you know about rock stars? billy idol? i mean where's the skin-tight leather? my shoes are leather. where's the unnecessary zippers? that thing! billy, rock star is just how doug feels when he uses workday. thanks, rory. i'll show you rock star! be a finance and hr rock star. workday. for a changing world. billy idol just stole your golf cart! why choose a sleep number smart bed? can i make my side softer? for a changing world. i like my side firmer. sleep number does that. the queen sleep number c4 smart bed is only $1,599, save $300. shop now at sleepnumber.com >>> good tuesday morning. welcome to another hour of "squawk on the street." i'm sara eisen with david faber, live for you as always at post nine of the new york stock exchange. carl is on assignment. take a look at stocks this morning. dow down about 100 points. the s&p 500 little changed and the nasdaq up 0.2%. this has been a
coming up in the next hour, goldman sachs' chief u.s.id kostin will be on. >> fantastic. >> looking beyond the magnificent seven. ar. rock star? what do you know about rock stars? billy idol? i mean where's the skin-tight leather? my shoes are leather. where's the unnecessary zippers? that thing! billy, rock star is just how doug feels when he uses workday. thanks, rory. i'll show you rock star! be a finance and hr rock star. workday. for a changing world. billy idol just stole your...
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Feb 15, 2024
02/24
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people thought morgan stanley and goldman sachs was going to go under. were you living through that and did you think morgan stanley would make it at that time? ruth: there were days i did not. it was bad. i was running financial institutions, banking at the time. the most meaningful part of my career was when hank called and said, i need advice, i need bankers. so i lead a team that worked on fannie freddie and then aig, those were very, very challenging days. coming out of a, we did fannie freddie and then we did aig come up them into conservatorship. when i got to morgan stanley, john mack was ceo. he said, you are in charge of liquidity. figure out liquidity. days before what was running out of liquidity, there was no way to get liquidity. one day we were trying to figure out what to do, i was on the trading floor and i thought, maybe we can sell the chairs. it supposed to be funny, but it was really scary at the time. it was hard. but we did this whole series of different teams and it worked. efg came in, it became a fed regulated bank. there were v
people thought morgan stanley and goldman sachs was going to go under. were you living through that and did you think morgan stanley would make it at that time? ruth: there were days i did not. it was bad. i was running financial institutions, banking at the time. the most meaningful part of my career was when hank called and said, i need advice, i need bankers. so i lead a team that worked on fannie freddie and then aig, those were very, very challenging days. coming out of a, we did fannie...
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Feb 15, 2024
02/24
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CNNW
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it's not all brexit fault though goldman sachs says the pandemic and the energy crisis that also partly to blame here with the increasing use of easily available genetic testing. several cases of fertility fraud are being uncovered throughout the united states in some extreme cases, fertility dr. misled their female patients and their families by secretly using their own sperm instead of that of a donor. cnn's kyung lah spoke to a woman whose story reflects the loosely regulated nature of the us fertility industry >> i mean, i'll just put it out there. i mean, i was intimate with my half-brother you've didn't know >> i didn't know yeah >> they couldn't have known >> in the early >> 2000s, they were two teenagers growing up in wallingford, connecticut, a suburb like any other what victoria hilou met her high school boyfriend. >> this i think was junior here. obviously, you're dating. hear what victoria didn't know then my husband and and i tried for awhile and it wasn't working. well, this the infertility world, like back then, back then, everything was quiet. let's kissed, not really se
it's not all brexit fault though goldman sachs says the pandemic and the energy crisis that also partly to blame here with the increasing use of easily available genetic testing. several cases of fertility fraud are being uncovered throughout the united states in some extreme cases, fertility dr. misled their female patients and their families by secretly using their own sperm instead of that of a donor. cnn's kyung lah spoke to a woman whose story reflects the loosely regulated nature of the...
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Feb 9, 2024
02/24
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the pedigree was goldman sachs, blackstone, kkr.n they did that initial stake sale and became a unicorn on wall street, they've had tremendous growth. but the scary part is everyone still wants to think about the space where they have been the experts, the private credit space as a cusp ahead of us. we want to talk about the golden moment ahead for private credit. there is cracks that will emerge and you have to worry about cycles and whatnot. but when you think about some of the vindman to changes across how companies borrow money, private credit is the place to be. at least with everyone we are speaking with. sonali: it is not without competition. last year, the leverage loan markets were clogged up and you saw the private credit guys step in. john, you have been at the forefront covering the competition coming back once again. what are some of the deals you are seeing the banks when back? >> a great example is our dona, it is a u.k. insurer. currently in this deal -- up until about a couple of weeks ago, private credit had won th
the pedigree was goldman sachs, blackstone, kkr.n they did that initial stake sale and became a unicorn on wall street, they've had tremendous growth. but the scary part is everyone still wants to think about the space where they have been the experts, the private credit space as a cusp ahead of us. we want to talk about the golden moment ahead for private credit. there is cracks that will emerge and you have to worry about cycles and whatnot. but when you think about some of the vindman to...
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Feb 21, 2024
02/24
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it is nvidia results day, the most important stock on earth, according to goldman sachs.tional. countdown to the open starts right now. >> everything you need to get set for the start of u.s. trading. this is "bloomberg the open" with jonathan farrow.
it is nvidia results day, the most important stock on earth, according to goldman sachs.tional. countdown to the open starts right now. >> everything you need to get set for the start of u.s. trading. this is "bloomberg the open" with jonathan farrow.
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Feb 24, 2024
02/24
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GBN
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the ceo of goldman sachs.ncluded the ceo of goldman sachs. we president advisors that included the ceo of goldman sachs. we endedent advisors that included the ceo of goldman sachs. we ended with a senior adviser who sells pillows at night on fox news. that's exaggeration. that's not an exaggeration. that's not an exaggeration. that's a real comparison. and i'm about his ability to i'm worried about his ability to get really good people. there are some good names coming out . are some good names coming out. you name come you hear mike pompeo's name come up excellent up again. he's an excellent potential member. you potential cabinet member. you hear is showing hear steve mnuchin is showing his face on television again. if he back the he could come back into the government great. government that would be great. there's some big names in the republican senate who might come to donald trump , republican senate who might come to donald trump, and to work for donald trump, and thatis to work for donald trump, and t
the ceo of goldman sachs.ncluded the ceo of goldman sachs. we president advisors that included the ceo of goldman sachs. we endedent advisors that included the ceo of goldman sachs. we ended with a senior adviser who sells pillows at night on fox news. that's exaggeration. that's not an exaggeration. that's not an exaggeration. that's a real comparison. and i'm about his ability to i'm worried about his ability to get really good people. there are some good names coming out . are some good...
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Feb 17, 2024
02/24
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ALJAZ
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according to goldman sachs, small and mid sized banks are responsible for around 80 percent of these loans. analysts say that building $2.00 trillion dollars that is due to mature in the next 5 years, and that's raising concerns about the banks ability to recruit funds. so last week, new york community bank co reported an unexpected loss of $252000000.00 in the full course. that's a significant downtown from its performance in 2022. but the prices isn't confined just to the us. banks in japan and switzerland a feeling the strain, well real estate land up p d b in germany says that it's preparing for the most severe dropping commercial property values. in 15 years. the situation embarrassed the 2008 financial crisis. and there are concerns that it could spiral out of control bus us officials say the problem is manageable. what are you hoping believe it will not end up being a systemic risk because of the banking system. the exposure of the largest banks is, is quite low, but there may be smaller banks that are stressed by these developments. joining us now from london, which i think i
according to goldman sachs, small and mid sized banks are responsible for around 80 percent of these loans. analysts say that building $2.00 trillion dollars that is due to mature in the next 5 years, and that's raising concerns about the banks ability to recruit funds. so last week, new york community bank co reported an unexpected loss of $252000000.00 in the full course. that's a significant downtown from its performance in 2022. but the prices isn't confined just to the us. banks in japan...