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Goldman, Blackstone Make Peace in Credit-Derivative Standoff

Submitted by jhartgen@abi.org on

Goldman Sachs Group Inc. and Blackstone Group LP recently resolved a monthslong standoff over a controversial derivatives trade that had alarmed regulators and investors in the $11 trillion credit-default swaps market, WSJ Pro Bankruptcy reported. The Wall Street giants had taken opposite sides of a bet on bonds issued by home builder Hovnanian Enterprises Inc. The trades, engineered by Blackstone’s GSO Capital Partners LP, involved the home builder intentionally skipping a small interest payment earlier this month in exchange for an attractive financing package from the private-equity house. Blackstone had bought insurance against a default, which would allow it to make money from the skipped interest payment. It bought this insurance, through what are known as credit-default swaps, from Goldman and others. This put Goldman at risk of losing money. Goldman ​and Blackstone ​last week ​effectively ​zeroed out the trade between them, with Blackstone agreeing to assume Goldman’s position, people familiar with the matter said. ​Goldman is now off the hook for a payout that ​could have run tens of millions of dollars, ​and Blackstone​ reduces its exposure to a wager that has become increasingly fraught.