Goldman Sachs notes Brent crude surged above $100/barrel, a >5% rise, as the Strait of Hormuz stays closed.
Analyst Neil Mehta identified ten energy stocks to buy, citing normalized oil price levels and higher refinery earnings.
Private credit markets fell, raising financing costs; Goldman Sachs says retail investors bear most impact, with 50% fee growth from private credit.
Analyst Alex Blostein sees opportunities for alternative asset managers, except Blackstone and Owl Rock, to earn higher fees via private credit vehicles.