Primer: Goldman Sachs Group (GS US) - Sep 2025
Dominant Market Position with a Wide Moat: Goldman Sachs is a leading global investment bank, holding a near 10% share of the investment...
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Asia Real Estate Tracker (24-Jan-2025): Goldman Sachs expands into Japan with data centre JV.
Goldman Sachs, CPPIB, and S&P are all making significant investments in real estate ventures in Asia, indicating optimism in the region's property...
666 Views
US Banks - C&I Loans +10.1% YoY in Apr From -2.9% in Jan, Strong Read-Through, Banks & Economy
HFD for US banks, shows very strong acceleration in C&I loans, and also other loans, which will also include C&I. Data suggests good economic...
419 Views
Ally Financial - Suggests Large Fed Cut, Credit Cost Guidance Worsening, Fringe Finco View Can Lead
New disclosure, comments, guidance from Ally Financial show a major deterioration in credit metrics now, in coming months, which can mean a larger...
729 Views
US Large Banks - Weekly Balance Sheets: Decelerating Loans, Rising Cash, Big Time Deposits +109% YoY
US large banks are seeing loan growth decelerating, cash rising, large time deposits up 109% YoY in most recent week. Weekly B/S data suggests net...
623 Views