Goldman questioned about profits at end of long bonds

Jill Treanor in New York
Tuesday November 13, 2001
The Guardian

Goldman Sachs is being questioned by US regulatory authorities as part
of an investigation into whether firms were able to make profits from
advance warning of the treasury's historic decision to stop selling
30-year long bonds.

The Wall Street firm admitted to the securities and exchange
commission that it knew around 19 minutes before the official
announcement that the treasury department had decided to abandon
auctions of the world's best known bond. Wall Street experts believe
the investigation is likely to become one of the biggest in recent
years into the world's most active bond market.

Goldman is the largest bond market player to acknowledge having
advance notice of the announcement which it received from Pete Davis,
a long-standing industry consultant who had attended a briefing for
the media on October 31, which was subject to an embargo before an
announcement to the market.

"When we became aware of this situation, we contacted the appropriate
authorities to inform them of Mr Davis' call and provide them with any
and all information that may be of assistance to them in connection
with any review they wished to conduct. We do not believe we have
engaged in any wrongful behaviour," Goldman said yesterday.

Goldman refused to elaborate. The SEC would only confirm it had
initiated an "investigation into the circumstances surrounding the
announcement of the treasury's decision to end its 30-year bond
offerings".

Until Goldman's acknowledgement that it had been tipped off before
hand, Wall Street experts had thought only some of the smaller bond
market houses had received the information. It is not clear whether
Goldman or any other firm made money from the advance information,
which Mr Davis has admitted he passed on shortly after the press
conference ended and before the official announcement.

According to the Wall Street Journal, traders at rival firms believe
that Goldman suddenly changed its previous stance that morning. But,
there may have been other reasons why the firm stopped betting that
the price of bonds would fall and start to rise - as they did after
announcement.



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