Tag Archives: Goldman

(Reuters) – Goldman Sachs has named Ben Snider as its new chief U.S. equity strategist, succeeding veteran David Kostin, who is set to retire at the end of the year, according to an internal memo seen by Reuters on Thursday. Snider, who joined Goldman as an analyst in 2010 and became managing director in 2017, will lead the U.S. Portfolio …

Top Goldman US Stock Strategist David Kostin to Retire This Year  Bloomberg.com Goldman names Ben Snider chief US equity strategist as Kostin retires, memo says  Reuters Top Goldman US Stock Strategist David Kostin To Retire This Year-Bloomberg News  TradingView Goldman Sachs (GS) Strategist David Kostin to Retire  GuruFocus Goldman Sachs chief US equity strategist Kostin to retire – Bloomberg  Investing.com Source link

What the market got wrong in reacting to Powell’s press conference, according to Goldman economist  MarketWatch ‘No One Should Be Very Confident’: Four Economists Dissect Trump and the Economy  The New York Times Market Misjudgment? Citi: ‘Risk Management’ Not a Hawkish Signal, Two More Fed Rate Cuts Expected This Year!  富途牛牛 ‘Got his wish’: WSJ warns Trump he ‘owns’ the interest rate drop …

Gold prices could hit $5K if this happens, Goldman Sachs predicts. We asked 7 pros: Should you invest in gold now?  MarketWatch Gold Heads for Weekly Gain as ETFs Expand in Run-Up to the Fed  Bloomberg.com Gold pares losses as labor market weakness bolsters Fed easing expectations  Reuters Gold hovers near $3,700 as Fed rate cut bets and weaker dollar drive demand  Yahoo Finance …

2025-09-10T18:02:45Z Share Facebook Email X LinkedIn Reddit Bluesky WhatsApp Copy link lighning bolt icon An icon in the shape of a lightning bolt. Impact Link Save Saved Read in app This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? Log in. OpenAI is raising billions at a $500 billion valuation, …

Recent jobs data did not paint the stable picture of the labor market that the Federal Open Market Committee (FOMC) might have been hoping for. The story will likely be the same for inflation data released later this week. While conflicting pressures on both sides of the Fed’s dual mandate will make a base rate decision more complex for chairman …

Key Takeaways A new Goldman Sachs Group, Inc. (GS) analysis calculates that if investors shifted just 1% of the privately owned U.S. Treasury market to gold, prices could reach nearly $5,000 per troy ounce (toz). Goldman also warned that damage to the independence of the U.S. Federal Reserve would likely lead to higher inflation and lower stock and bond prices. …

AI boom drives record S&P 500 valuations, but Goldman Sachs warns of $1 trillion risk ahead  TechSpot What if the AI stockmarket blows up?  The Economist Goldman’s top stock picker warns AI’s next phase may not justify the hype around its stocks  Yahoo Finance Why the AI bubble in the stock market might still have a long way to run  MarketWatch Deutsche Bank on …

Goldman Sachs revamps S&P 500 target for 2026  TheStreet Gold nears record $3,600/oz level as weak US jobs data fuels rate-cut bets  Reuters Gold is ‘highest conviction’ commodities trade with $5,000 in sight, Goldman Sachs says  Yahoo Finance Can the Gold Rush Continue? Warning Signs for Investors  Morningstar Record Gold and Silver Strength Spotlight Debt, Rates and M&A Trends  KITCO Source link

Goldman Sachs warns a major slowdown in AI investment by Big Tech could cut the S&P 500’s valuation multiple by up to 20%, but adds the current risk is below the level of previous bubbles. The fallout depends on hyperscaler capital expenditure trends. Analysts expect a deceleration in late 2025 or 2026, though guidance keeps rising. Another day, another record …