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GSK'S JEMPERLI RECEIVES FDA APPROVED FOR STAGE II – STAGE III RECTAL CANCER
GS：Selling of Tech reached its highest notional value since June
GSC Figure Update!
Good Smile Arts Shanghai
Chaos Zero Nightmare
Nendoroid Mei Lin
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GSC Figure Update!
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Chaos Zero Nightmare
Yuki
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GSC Figure Update!
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Blue Archive
Kisaki (Swimsuit)
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GSC Figure Update!
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Omniscient Reader's Viewpoint
Nendoroid Kim Dokja
Nendoroid Yoo Joonghyuk
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GSC Figure Update!
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Vampire Knight
Nendoroid Kaname Kuran/Zero Kiryu
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GS Prime Brokerage shows 9 of the 10 most-shorted US IG bonds are long-dated META, NVDA, ORCL, GOOGL and "SPCX" paper. CoreWeave's 9¼% 2030s are the #1# most-shorted HY bond. Oracle has the largest IG market value on loan.
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GS mid-day client flows:
HFs are -24% better for sale led by macro products& semis.
LOs are -25% better for sale selling macro products and TMT.
GS mid-day wrap: While equities have been resilient amidst higher rates, we are starting to see some cracks in the credit space. Hyperscaler CDS is most impacted and trading 2-4bps wider, underperforming unch’d QQQs. Names in this space have been very active on the issuance front as yields trend higher and we expect this issuance to continue in the coming weeks, driving the wider spreads.
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