Markets haven’t priced in a recession, according to analysts at Goldman Sachs Equities and credit markets are pricing in a lower risk of recession than rates and currency traders, though no asset clas...
Tag: Dealing
This hedge fund manager who made winning bets in 2020, says investors should brace for a decades-long bear market
On the heels of last week’s bullish turn for stocks, the setup is looking slightly less positive for Monday. Hong Kong stocks may be affecting the mood with a giant slump after China’s leader cemented...
Dow jumps almost 750 points as stocks end higher, bond yields fall after reports Fed may shift to smaller rate hikes after November
U.S. stocks closed sharply higher Friday as investors weighed a story from the Wall Street Journal and comments from Federal Reserve officials suggesting that the central bank might shift to smaller i...
Want to keep beating the S&P 500 and at much lower risk? Bet on Buffett, and perhaps this younger clone, says fund manager.
Optimism from a bullish start to the week is set to spill over into Tuesday’s session, with stock futures tearing higher. That’s as Goldman Sachs — and Netflix later — will keep the earnings ball roll...
Goldman Sachs Reports Earnings Today. Everyone Is Watching For This.
Goldman Sachs Group is the last of the big banks to post third-quarter earnings but Wall Street is more concerned over the investment bank’s bigger plans. Over the last few weeks reports have noted th...
‘Material risk’ looms over stocks as investors face bear market’s ‘second act’
Stock-market investors have been adjusting to the jump in interest rates amid high inflation, but they have yet to cope with profit headwinds faced by the S&P 500, according to Morgan Stanley Weal...
Tesla, Goldman Sachs, Netflix, AT&T, and Other Stocks for Investors to Watch This Week
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Crypto Firm Celsius Dealing Cash Crunch Filed for Retention Plan
The embattled crypto lending firm Celsius Network might see another blow, this time due to the bankruptcy law. It could take place given the recent request from the Celsius crypto lending platform wit...
Why Alibaba Stock Is an Exception to Goldman’s US Market Preference
Text size Alibaba and other Chinese tech stocks have been battered since the beginning of last year. Qilai Shen/Bloomberg Chinese tech stocks have taken a beating since many hit all-time highs in earl...
Zillow sees peak rent growth as over, but that isn’t what the Fed’s tracking
A look at Zillow Group’s closely followed rent index shows that last year’s roughly 17% yearly surge in rental prices was probably the peak, with the rate of increases dramatically receding in the pas...
‘More pain to come’ for stocks as S&P 500 likely to bottom around 3,300, Interactive Brokers’ founder says
““I think there is more pain to come. I expect the market to bottom out around 3,300. As interest rates indicate today, the Fed still has quite a bit of work to do,”” — Thomas Peterffy, chairman and f...
Big Regional Banks Might Face New Rules for Dealing With a Crisis
WASHINGTON—A group of President Biden-appointed bank regulators are considering new rules to require large regional banks to add to financial cushions that could be called on in times of crisis. The s...
Why Alibaba, Other China Tech Stocks Are an Exception to Goldman Sachs’ Outlook
Text size Alibaba and other Chinese tech stocks have been battered since the beginning of last year. Qilai Shen/Bloomberg Chinese tech stocks have taken a beating since many hit all-time highs in earl...
Goldman Sachs: Why European Natural Gas Could Fall by 50%
Illustration by Elias Stein Text size Here’s a challenge to the conventional wisdom, courtesy of Goldman Sachs : Europe has “solved” its winter natural-gas crisis, and prices could drop by half in the...
A further 27% drop in the S&P 500 could be coming if inflation hawks are right, Goldman Sachs team warns
Not exactly TGIF this Friday. What the sellside is slowly realizing is not just that the Fed is going to be aggressive in September after the latest shocking inflation figure, but that the central ban...
Goldman Sachs Is Preparing Layoffs. Tech Isn’t the Only Industry Cutting Jobs.
Text size Goldman Sachs is putting together a plan to lay off employees, according to reports. Jason Alden/Bloomberg Goldman Sachs is putting together a plan to lay off employees, according to media r...
Europe’s Unfolding Crises Could Impact U.S. Stocks. Here’s How.
U.S. investors are watching the Federal Reserve but the European Central Bank is likely to keep hiking rates to pull down prices, and those moves deserve more attention. Graeme Sloan/Bloomberg Text si...
‘The psychology has changed so quickly’: Why stock-market lows may be retested as S&P 500 enters its weakest stretch of year
With summer winding down, the U.S. stock market is set up for a potentially shaky fall. “Recession fears are the most likely trigger of a retest of the June lows,” said Ed Clissold, chief U.S. strate...
After a Brutal Bond Selloff, Opportunities Have Emerged for Income Investors
For many years, dividend stocks were one of the few places where investors could find decent yields in a world of ultralow rates. A 10-year Treasury bond was dealing out an emaciated 1.3% a year ago, ...
Here are 5 reasons why energy stocks look like a buy despite rising 74% in a year
Stocks in the S&P 500’s energy sector still have plenty of upside despite their 74% surge in the past 12 months, according to Jeff Buchbinder, chief equity strategist at LPL Financial. The strong ...
‘Irrational expectations’ are keeping commodity prices unsustainably low, warns Goldman
A previous version of this report incorrectly spelled the name of Jefferie Curry of Goldman Sachs. It has been corrected. A combine harvesters of Astarta-Kyiv agri-industrial holding harvests wheat on...
Morgan Stanley’s Kathy Roeser: Prepping for the Next Bull Market
Morgan Stanley advisor Kathy Roeser has found herself using the word “cloud” quite a bit this year, as in the cloud that’s been hanging over the economy and markets. While acknowledging the gloom, she...