Market Moves
Market Killjoys: BlackRock, Goldman, RBC, Morgan Stanley
They all see a halt to the strong stock rally—anyway the third quarter is usually the worst.
Tag: Goldman Sachs
Market Moves
Will High Inflation Do a Number on Stocks? You Bet, Says Goldman
Its 50-year study documents just how an escalating CPI is no friend to the market.
Asset Allocation
CIOs Favor Growth Stocks, Shun Bitcoin, Goldman Sachs Survey Finds
Investment chiefs also said they were bullish on China A shares and expect inflation to peak in the first half of 2022.
Market Moves
Don’t Worry: Higher Cap Gains Tax Won’t Zap the Market, UBS Says
And it probably won’t be as high as Biden wants, Goldman adds.
Market Moves
The Case for Investing in Copper, the Go-To Metal for Renewable Energy Projects
Goldman Sachs predicts rising prices for the commodity, which will be key for solar power and electric vehicles.
Market Moves
The Commodities Rally: You Ain’t Seen Nothing Yet
Goldman Sachs says the sector is a great investment going forward, as prices will keep rising, up 15.5% for the next 12 months.
Newsmakers
Britt Harris: Millennials Are Defined by Enduring Tough Economic Times
Gen Y folks are five years behind Baby Boomers financially at a comparable age, renowned UTIMCO chief laments.
Market Moves
‘Forever’ Investor Buffett Ditches Stocks He Just Bought
Oracle’s Berkshire sells Barrick Gold and Pfizer, and expands Chevron stake despite his green leanings.
Market Moves
News From Davos: Goldman’s Solomon, ECB’s Lagarde Tout Government Stimulus
In Washington, there’s a fight over more relief, as the European Union just passed a huge aid measure.
Market Moves
Goldman: Total Democratic Control of Washington Will Improve Economic Growth
The party’s dominance will permit a third round of federal stimulus this winter, lifting 2021 GDP to 6.4% growth, the firm says, as it brightens its forecast.
Alternatives
Hedge Funds Finally Nose Past the S&P 500
After too many years of drag-butt performance, they’ve taken advantage of a volatile 2020.
Market Moves
Finally, Financial Stocks Are Poised to Rise, Says Credit Suisse
A better economy and higher interest rates should propel the woebegone sector in 2021 and 2022, it argues.
Asset Allocation
If You Think the Dollar Has Lost Value Now—Just Wait
The buck, off almost 5% in 2020, could dive another 20%, Citigroup warns.
Market Moves
Democrats Favored to Win the Senate, but Odds Narrow, Goldman Says
The firm’s analysis, based on stocks affected by a Biden tax boost, tracks findings of the prediction markets.
Alternatives
Net Zero Becoming More Affordable Says Goldman Sachs
Advances in technology, finance, and shareholder engagement are significantly reducing the cost of de-carbonization.