Group 1 - Goldman Sachs has a more optimistic outlook for mergers and acquisitions, driven by consolidation across various industry sectors [1] - The likely acceleration in private equity-backed deals is a significant factor in this positive outlook [1] - John Waldron, the President of Goldman Sachs, highlighted these trends during a statement made on Thursday [1]

Group 1 - The article emphasizes the importance of thorough due diligence by retail investors, highlighting that naming conventions and yields alone are insufficient for making informed investment decisions [1] - Binary Tree Analytics (BTA) aims to enhance transparency and analytics in capital markets, focusing on Closed-End Funds (CEFs), Exchange-Traded Funds (ETFs), and Special Situations to achieve high annualized returns with low volatility [1] - BTA has over 20 years of investment experience, backed by a finance major from a top university, indicating a strong foundation in financial analysis and investment strategies [1]

Senior bankers at Goldman Sachs told us they’re betting on a revival of European dealmaking because more investors are looking outside the US to generate returns: Here's your European Evening Briefing https://t.co/Q72VeqPNhp ...

Company Overview - PriceMDs.com, Inc. is an innovative healthcare technology and solutions company that significantly reduces medical costs for self-insured employers and their members [1][3] - The company provides a healthcare services marketplace platform that connects patients, physicians, surgery centers, and medical imaging facilities to deliver cost-effective medical care [3] - PriceMDs.com leverages cloud-based solutions to enable consumers and employers to access transparent pricing for surgeries, diagnostic imaging, and other healthcare procedures [3] Recent Developments - PriceMDs.com announced the entry into a senior secured credit facility of up to $20 million funded by BankUnited [1] - Roth Capital Partners acted as the exclusive financial advisor for this offering [1] Financial Partner Information - BankUnited is a national bank headquartered in Miami Lakes, Florida, providing a full range of consumer and commercial banking products and services [4] - BankUnited has a long-standing record of consistent operating performance and has been recognized as one of the top performing financial institutions in the country [6] Advisory and Legal Representation - Greenberg Traurig, LLP represented PriceMDs.com in the transaction [1] - Roth Capital Partners provides a full-service platform focused on serving growth companies and their investors [6]

A Goldman Sachs investment vehicle plans to quit the London Stock Exchange, having struggled to attract investor interest since going public four years ago https://t.co/d9r1WtMZvh ...

Core Viewpoint - Hong Kong property developer New World Development has secured a term loan facility of up to HK$5.9 billion (approximately $758.62 million) from Deutsche Bank [1] Group 1: Company Information - New World Development is a property developer based in Hong Kong [1] - The company has successfully obtained a significant loan facility to support its operations [1] Group 2: Financial Details - The term loan facility amounts to HK$5.9 billion, which is equivalent to $758.62 million [1]

#报告 #A股 高盛客户问答：如何对待中国股票牛市？ https://t.co/j7g7PICfs9None (@None):None ...

Summary of Key Points from the Conference Call Industry Overview - The report provides insights into various asset classes including equities, fixed income, currencies, and commodities, with a focus on market sentiment and positioning as of September 19, 2025. Core Insights and Arguments 1. **Equity Market Forecasts**: - S&P 500 is forecasted to return -25.3% in a bear case, with a base case return of -1.3% and a bull case return of 9.2% [3] - MSCI Europe shows a bear case return of -24.3%, base case of 4.5%, and bull case of 21.2% [3] - Topix is projected to return -31.1% in a bear case, -5.7% in a base case, and 5.4% in a bull case [3] - MSCI Emerging Markets (EM) is expected to return -32.7% in a bear case, -8.1% in a base case, and 3.8% in a bull case [3] 2. **Currency Performance**: - JPY is expected to appreciate by 18.3% in a bear case, with a base case of 10.9% and a bull case of 0.5% [3] - EUR is forecasted to return -4.7% in a bear case, with a base case of 4.7% and a bull case of 9.0% [3] - GBP shows minimal change with a bear case of 0.4% and a bull case of 12.3% [3] 3. **Bond Market Insights**: - UST 10-year bonds are expected to yield 5.7% in a bear case, 10.2% in a base case, and 15.3% in a bull case [3] - UKT 10-year bonds forecast a bear case return of 8.0%, base case of 10.0%, and bull case of 17.4% [3] 4. **Commodity Market Trends**: - Brent crude oil is projected to return -23.1% in a bear case, with a base case of -7.8% and a bull case of 84.4% [3] - Gold is expected to return -21.4% in a bear case, -7.5% in a base case, and 10.9% in a bull case [3] 5. **Market Sentiment and Positioning**: - The Market Sentiment Indicator (MSI) aggregates survey positioning, volatility, and momentum data to quantify market stress and sentiment [62] - Current sentiment shows a negative bias, indicating potential market stress [62] 6. **ETF Flows**: - US equities experienced a significant outflow of $19.8 billion over the past week, indicating a bearish sentiment [44] - In contrast, bonds saw inflows of $15.9 billion, suggesting a flight to safety among investors [44] Additional Important Insights - The Nikkei 225 index surpassed the 45,000 mark for the first time, indicating strong performance in the Japanese equity market [10][14] - The DXY index fell to its lowest level since March 2022, reflecting a weakening US dollar [10][19] - Bond volatility has dropped to a near four-year low, suggesting reduced uncertainty in the bond markets [10][13] This summary encapsulates the key points from the conference call, highlighting the current state and forecasts of various asset classes, market sentiment, and significant market movements.

September 22, 2025 12:44 PM GMT Morgan Stanley Research Global Morgan Stanley Global Macro Forum Our Market Views After the Central Bank Meetings September 22, 2025 Vishwanath Tirupattur – Chief Fixed Income Strategist | Strategist Matthew Hornbach – Global Head of Macro Strategy | Strategist Michael Wilson – Chief US Equity Strategist and Chief Investment Officer | Equity Strategist Vishwas Patkar – Head of US Credit Strategy | Strategist Simon Waever – Head of Global Sovereign Credit and LatAm Fixed Incom ...

Investment Rating - The report does not explicitly provide an investment rating for the industry [1]. Core Insights - The nominal GS US Financial Conditions Index decreased by 4.5 basis points to 98.42, primarily due to rising equity prices [1] - The real GS US Financial Conditions Index also fell by 5.6 basis points to 98.00 [1] - The Q3 GDP forecast stands at +2.2% (quarter-over-quarter annualized) [7] - The US MAP index of economic surprises increased to +0.25 [9] - The preliminary September Current Activity Indicator is at +2.1%, unchanged from August [13] Economic Indicators - The nominal GS US Financial Conditions Index and the real (inflation-adjusted) FCI are key indicators of financial conditions [1][4] - The report tracks changes in various economic indicators, including GDP growth and economic surprises, which are essential for assessing the economic landscape [7][9] - The report highlights the importance of the Current Activity Indicator as a measure of economic performance [13] Financial Conditions - The report indicates a tightening in financial conditions, as evidenced by the changes in the GS Nominal FCI and its components [6] - The report provides a detailed analysis of the components affecting the financial conditions, including Fed Funds and credit spreads [6] GDP Tracking - The report includes a daily advance GDP tracking estimate, showing the expected growth trajectory for the upcoming quarters [8] - The tracking estimates are crucial for understanding the economic outlook and potential investment opportunities [8] Labor Market Insights - The report features a Labor Market Tracker, which provides insights into job growth and unemployment rates [19] - The Job Growth Tracker indicates changes in nonfarm payroll employment, which is vital for assessing labor market health [19] Inflation Tracking - The Core Inflation Tracker is included to monitor inflation trends, which are critical for investment decisions [33] - The report emphasizes the significance of inflation metrics in evaluating economic stability and growth prospects [33]