Goldman Sachs (GS) CEO Solomon says have pretty good tailwind around M&A and capital market activity; expects strong M&A and capital markets for years ahead - conference call
Importance
Level 1
- Uncertainty around trade, inflation, and geopolitics.
- Expect a speed-bump event sometime this year.
- Macro setup is very good, broadly speaking.
- Reaching a point where sponsored back deal-making is accelerating.
- The need for capital during the technology cycle is going to have an impact on the overall capital raising cycle.
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