Jonny Fine

Goldman Sachs representatives Jonny Fine and Alec Phillips discuss the impact of Treasury bond auctions on markets, yields, and fiscal deficits. They delve into the dynamics of auction outcomes, market indicators, potential risks in the US economy, fiscal trajectory, and market concerns. A must-listen for insights on the current financial landscape.

Jeff Blau, CEO of Related Companies and a major player in real estate development, discusses his company's shift to data centers to meet AI demands. He shares insights on raising up to $8B for these investments, including the upcoming IPO of CoreWeave and its market implications. Jonny Fine from Goldman Sachs offers a counterpoint, analyzing resilient credit markets amidst looming tariffs and economic uncertainties. Their conversation dives into the intersection of technology, investment, and the potential impacts of new tariffs on various sectors.

Jonny Fine, the Global Head of Investment Grade Debt at Goldman Sachs, discusses the anticipated surge in high-grade US corporate bond issuance in 2025, fueled by economic growth and refinancing needs. He elaborates on the role of private credit and its impact on traditional financing, as well as the expected dynamics from regulatory changes. Fine and his co-hosts explore how infrastructure finance and increasing M&A activity will contribute to market momentum, alongside the influence of rising interest rates on consumer behavior and capital markets.