Group 1 - PJT Partners reported a decent quarter in their placement business, with solid performance driven by advisory services, although there is peaking demand in secondary and continuation offerings [2] - The Value Lab offers a portfolio with real-time updates, 24/7 chat support, global market news reports, feedback on member stock ideas, new trades monthly, quarterly earnings write-ups, and daily macro opinions [2] - The Valkyrie Trading Society consists of analysts sharing high conviction and obscure developed market ideas that are downside limited and likely to generate non-correlated and outsized returns in the current economic environment [3]

Group 1 - The Value Lab focuses on long-only value investment ideas, aiming for a portfolio yield of about 4% and has performed well over the last 5 years by engaging in international markets [1][2] - PJT Partners reported a solid quarter driven by their advisory services, while the demand for secondary and continuation offerings is peaking [2] - The Valkyrie Trading Society consists of analysts sharing high conviction investment ideas that are expected to generate non-correlated and outsized returns in the current economic environment [3]

Group 1 - Carlyle has priced an offering of $800 million aggregate principal amount of 5.050% senior notes due 2035, which will be fully guaranteed by its indirect subsidiaries [1] - The offering is expected to close on September 19, 2025, subject to customary closing conditions, and the net proceeds will be used for general corporate purposes [1] - The offering is made under an effective shelf registration statement on file with the U.S. Securities and Exchange Commission [3] Group 2 - The joint book-running managers for the offering include Citigroup Global Markets Inc., Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC, and Wells Fargo Securities, LLC [2] - Carlyle is a global investment firm with $465 billion of assets under management as of June 30, 2025, and operates across three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest [5] - The firm employs over 2,300 people in 27 offices across four continents, focusing on investing wisely and creating value for its investors and communities [5]

Federal Reserve Expectations - The company expects a 25 basis point cut from the Federal Reserve in the upcoming meeting [1] - There is an anticipation of a hawkish tone from the Fed, particularly in comments from Jay Powell and the forward dots [2][3] - The Fed is addressing both sides of its dual mandate, indicating that inflation is still not close to the 2% target, despite some structural improvements [4] Economic Projections - Current economic indicators show a trend towards a 4.5% unemployment rate and core PCE around 3%, aligning with the Fed's previous projections [5] - The market is already pricing in six cuts, which may affect the bond and equity markets differently [6][7] Market Reactions - The bond market is expected to trade sideways following the anticipated cut, as yields have already been priced in [8][9] - The equity market is responding to different themes, particularly related to AI investments, which are projected to continue growing [10][11] Historical Context - Historically, non-recessionary cutting cycles have led to an average market increase of 15% over the following 12 months [11][12] - The company believes that the current economic environment is adapting rather than unraveling, which supports a positive outlook [14] Importance of AI and Rate Cuts - Both AI spending and Federal Reserve rate cuts are deemed equally important for the market, impacting various sectors and consumer behavior [15][16]

Goldman Sachs’s co-chief for the Middle East and North Africa and one of its top asset-management executives is set to leave the bank https://t.co/jzBICa8wiG ...

Core Insights - The fifth annual Palm Beach CorpGov Forum will take place on November 5-6, 2025, at the Palm Beach Lake Pavilion, featuring panels and networking events [1][2] - The event is expected to attract around 300 attendees, including institutional investors, board directors, family offices, attorneys, investment bankers, and key advisors [2] - The forum will cover various topics including Private Equity, IPO Execution, Shareholder Activism, and Industry Panels on Cybersecurity, Real Estate, Blockchain, AI, and Sports [5][6] Event Details - The forum will run from 1 PM to 5 PM each day, followed by networking receptions from 5 PM to 7:30 PM [1] - The event will be digitized into a report and published by CorpGov and its content partners, including Yahoo Finance and Bloomberg [2] Speakers - Keynote speaker will be Josh Frank, Partner and Co-Investment Officer at Trian Fund Management, along with other notable speakers from various sectors [6]

Core Viewpoint - Gold prices have reached a new record high as investors anticipate a Federal Reserve rate cut and potential further monetary easing in the coming months [1] Group 1: Gold Price Movement - Gold surpassed its previous all-time high of approximately $3,685 per ounce, supported by a decline in the US dollar to its lowest level in over seven weeks [2] - As of 9:01 a.m. Singapore time, gold rose 0.2% to $3,686.39 per ounce, following a 1% gain on the previous day [5] Group 2: Economic Factors Influencing Gold - Weak labor data and the absence of significant inflation surprises have increased expectations for additional rate cuts this year, which is favorable for gold as it does not yield interest [2] - The Federal Reserve is expected to release its quarterly economic and rate forecasts, which could further influence market sentiment [2] Group 3: Political Influence - US President Donald Trump's pressure on the Federal Reserve, including attempts to remove Governor Lisa Cook, has strengthened expectations for a more dovish monetary policy [3] - Economic advisor Stephen Miran is anticipated to join the Federal Reserve, potentially impacting future monetary policy decisions [3] Group 4: Market Trends and Predictions - Gold has surged over 40% this year, outperforming major assets like the S&P 500 index, and has recently exceeded its inflation-adjusted peak from 1980 [4] - Goldman Sachs has projected that gold prices could approach $5,000 per ounce if just 1% of privately-held Treasuries are allocated to gold [4]

RT Blueprintsmb (@blueprintsmb22)How most got rich in my small irrelevant network (I'm an elder millennial so feel free to ignore as this may not be a relevant roadmap going forward):99%1) Got good grades, got into a great college2) Got a job in investment banking, tech or consulting3) Worked hard, head down, played nice in the sandbox, got promoted, did it for a long time4) Spent less than they made5) Consistently invested their year end bonus1%1) Failed and failed and failed, made no money for 10-15 years ...

FORT LAUDERDALE, FLORIDA / ACCESS Newswire / September 16, 2025 / 1606 Corp. (OTCID:CBDW) (the "Company"), under the leadership of CEO Austen Lambrecht, is pleased to announce that the Company will be attending the 151st National Investment Banking Association (NIBA) Conference, taking place in Fort Lauderdale, Florida on Tuesday, September 16th, 2025. As part of our ongoing growth strategy, 1606 Corp. is actively exploring mergers and acquisitions that align with our vision and expansion goals. ...

Core Viewpoint - Bond investors are increasingly purchasing longer-term maturities and betting on a steeper yield curve, anticipating a Federal Reserve interest rate cut after a nine-month pause [1][2]. Group 1: Federal Reserve Actions - The Federal Open Market Committee is expected to lower the benchmark overnight interest rate by 25 basis points to the 4.00%-4.25% range, responding to a weakening labor market and moderate inflation [2][4]. - Recent labor market data, including a rise in the unemployment rate to 4.3% in August, has bolstered market confidence that the Fed will reduce borrowing costs [4][5]. Group 2: Market Reactions - Fixed income investors are increasing the duration of their portfolios to capitalize on anticipated lower interest rates, as higher-duration bonds typically see greater price increases when rates fall [3][5]. - The market sentiment is leaning towards bond buying, with expectations that rates will decline, prompting investors to position themselves ahead of potential Fed rate cuts [5][6]. Group 3: Strategic Insights - Investment strategies are focusing on longer-dated assets, particularly in the five- to ten-year sectors, as investors prepare for a shift from restrictive to dovish Fed policies [6][7]. - Analysts suggest that if the Fed reduces rates significantly in upcoming meetings, the overall interest rate curve is likely to decline as well [7].