4 articles
Despite headline-grabbing fraud allegations and investor jitters, the direct lending segment of the $2 trillion private credit market shows resilience. Goldman Sachs exec Vivek Bantwal highlights that current default rates remain historically low, far from crisis levels, with issues largely confined to less common market segments.
Goldman Sachs has raised the probability of a U.S. recession within the next year to 25%, citing escalating energy costs and slowing economic growth. The ongoing conflict with Iran is exacerbating inflation fears and impacting industries from airlines to agriculture, raising concerns about potential stagflation.
Former Goldman Sachs CEO Lloyd Blankfein sharply criticized former President Trump's tariffs as "bad" for the economy and warned of a potential market "bubble." In a new interview, Blankfein also discussed inequality, AI, and the importance of investor discipline.
A pivotal US crypto bill, expected by April, aims to provide regulatory clarity and foster innovation. This development, alongside increasing institutional adoption by firms like Goldman Sachs and Bitcoin's strong performance, fuels optimism for the future of digital assets.
