Goldman Sachs Group Inc: 1 director

A director at Goldman Sachs Group Inc sold 5,000 shares at 432.247USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...

Vermilion Compass: Weekly Equity Strategy

Shifting Exposure From Growth to Value Note: This is an abbreviated report (no detailed Sector comments or Russell grids). We will return to our normal report structure next week. While the market remains in consolidation/pullback mode and we are not out of the woods, it is possible that further downside is limited from here on the S&P 500. Since late-February, we have discussed important gap support from 2/22/24 at 4983-5050 on the S&P 500, and that as long as the S&P 500 is above 4983 that b...

Fiber to the Future – Broadband Trends; Infrastructure Wars; New ILEC ...

We just wrapped up the second day of the BCG and NSR Fiber to the Future Conference. The second day featured discussions with over 30 companies including Altice USA, AT&T, BT Group, Charter, Dycom, Deutsche Telekom, Frontier, Goldman Sachs, Liberty Global, Lumen, Recon Analytics, Shentel, TDS Telecom, Tillman Global, Tucows, and Verizon.

The Bank of New York Mellon Corporation - Mergers & Acquisitions (M&A)...

Summary Marketline's The Bank of New York Mellon Corporation Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by The Bank of New York Mellon Corporation - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&...

State Street Corporation - Mergers & Acquisitions (M&A), Partnerships ...

Summary Marketline's State Street Corporation Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by State Street Corporation - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances a...

U.S. Capital Markets 2Q23 Results: Elevated Trading Offsets Muted Inve...

This commentary reviews the 2Q23 results and outlook for U.S. capital markets banks. Key highlights include: • Consistent with recent quarters, strong trading results in Fixed Income and Equities offset weak investment banking revenue, which likely troughed in 2Q23. • Total net revenues were 15% higher than the pre-pandemic run rate and down only 10% compared to a very strong 2Q22. "Looking forward, the second half of the year remains unpredictable in our view, but we expect more normalized re...

DBRS Morningstar: U.S. Stress Tests Showcase Banks' Capital Adequacy

This commentary reviews the results of the Federal Reserve’s U.S. stress test, which highlighted banks' capital adequacy despite severe hypothetical economic headwinds. Key highlights include: •All 23 banks cleared the Federal Reserve stress tests and many have announced plans for capital distributions, mainly in the form of dividend increases, with more expected to be announced with second-quarter earnings. •Banks remained sufficiently capitalized in the stress scenario and capital levels were...

DBRS Morningstar: Federal Reserve Stress Tests Again Highlight CRE Ris...

This commentary reviews the Federal Reserve's annual stress test with a primary focus on commercial real estate (CRE). Key highlights include: •Positively, all 23 banks in this year's iteration cleared the Federal Reserve stress tests and would all be able to continue to lend supporting the economy. •This year's stress test included heightened stress scenarios, especially around CRE. Next to credit cards, CRE had the highest loss levels of any asset class. •Preliminary stress capital buffers (S...

Goldman Sachs Group, Inc., The: Rating Report

DBRS, Inc. released a new rating report on Goldman Sachs Group, Inc., The.

DBRS Morningstar Confirms Ratings of Goldman Sachs at A (high), Stable...

Please refer to PDF document for more detail about our research: DBRS Morningstar Confirms Ratings of Goldman Sachs at A (high), Stable Trend

U.S. Capital Markets 1Q23 Results: Tumultuous Markets Boost Trading, D...

This commentary reviews the 1Q23 results for U.S. capital markets banks Key highlights include: •Capital markets net revenues remained outsized in 1Q23 driven by another robust trading performance, particularly in Fixed Income, which mitigated continued weakness in Investment Banking. •Total net revenues were still more than 30% above the pre-pandemic run rate and down only 13% compared to an exceptional 1Q22. •We expect volatility in financial markets to continue, which would likely keep cl...

Large Bank Earnings Not the Same as Small Bank Earnings - What it Mean...

The Bank of New York Mellon Corp - Strategy, SWOT and Corporate Financ...

Summary The Bank of New York Mellon Corp - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights The Bank of New York Mellon Corp (BNYMC) is a provider of investment solutions. Its portfolio of offerings consists of investment services, assets servicing, pershing, custody...

Bank of America Wealth Management - Strategy, SWOT and Corporate Finan...

Summary Bank of America Wealth Management - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Bank of America Wealth Management (BoAWM), the wealth management arm of Bank of America, offers a wide range of advisory and planning solutions related to wealth management. ...

U.S. Residential Mortgage Market: Market Structure and Regulations Lik...

This commentary reviews the U.S. Residential Mortgage Market and its associated risks for U.S. Banks. Housing prices in the U.S. have appreciated sharply in recent years aided by historically low borrowing costs prevalent during the early stages of the pandemic. Key highlights include: • Strong U.S. home price appreciation was fueled by high demand during the pandemic from low-interest rates and more workplace flexibility that allowed employees to work from home. • The U.S. mortgage market is d...

U.S. Banks and NBFI Exposures: Regulatory Constraints and Responsive R...

This commentary reviews U.S. Bank exposure to Non-bank Financial Institutions (NBFIs). Key highlights include: • NBFI's comprise nearly half of all total global financial assets; U.S. banks have increased exposure to NBFIs as their exposure to the types of businesses done by the NBFIs has decreased, largely due to regulatory changes. • NBFIs include all institutions that provide financial services, liquidity, or credit but are outside the formal banking system, mainly since they do not take dep...

U.S. Capital Markets 3Q22 Results: Strong Trading Offsets Another Stee...

This commentary reviews the 3Q22 results for U.S. capital markets banks. Key highlights include: • Similar to the prior quarter, Fixed Income trading delivered exceptional results in 3Q22, which largely offset material declines across Investment Banking businesses. • Total net revenues declined 16% compared to an outsized 3Q21, but were still about 18% higher than the pre-pandemic run rate. • Looking ahead, we expect these trends to continue until there is at least some clarity around the e...

GS 3Q22: Another Solid Performance Amid a Difficult Environment

Please refer to PDF document for more detail about our research: GS 3Q22: Another Solid Performance Amid a Difficult Environment

DBRS Morningstar: Federal Reserve Stress Tests Highlight CRE Risk

This commentary reviews CCAR and Commercial Real Estate. Key highlights include: • All 34 banks in this year's iteration cleared the Federal Reserve stress tests. • This year's stress test included heightened stress scenarios, especially around CRE. Next to credit cards, CRE had the highest loss levels of any asset class. • Preliminary stress capital buffers (SCB) have also been released with most banks remaining at 2.50%. “While the most recent round of Federal Reserve stress testing, sho...

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.