Keep pulling the thread on John Waldron.
John Waldron predicts that if the Strait of Hormuz is not reopened by the end of summer and oil prices rise into the hundreds, it will lead to demand destruction.
John Waldron identifies poor data quality and cultural resistance to change as the two biggest impediments to AI adoption in large enterprises.
John Waldron believes a significant problem in the private credit market is unlikely to occur without a broader economic downturn.
John Waldron believes that retail investors in private credit funds perceive their investments as more liquid than they actually are.
John Waldron asserts that private credit products marketed as 'semi-liquid' are actually illiquid, and this lack of clarity in marketing will likely have negative consequences for the financial system.
John Waldron of Goldman Sachs believes that prolonged warfare negatively impacts corporate confidence, making companies more cautious about capital raising and M&A transactions.
John Waldron of Goldman Sachs predicts a very strong upcoming period for capital markets and M&A activity.
Goldman Sachs is constructive on the current backlog and future pipeline for IPOs and other capital markets transactions.
Recent large-scale M&A transactions, such as those involving Unilever, McCormick, and Cisco, have included financing components that have performed very well.
John Waldron believes the U.S. economy is showing extraordinary resilience and is much stronger than the current narrative suggests.
John Waldron observes that U.S. consumers are increasingly using savings and credit cards to absorb energy price shocks.
Goldman Sachs produced a 20% Return on Equity (ROE) in a recent quarter despite its fixed income division not having its best performance.