Latest reports for Goldman Sachs
Mon July 17
Market focus shifts to 2Q23, which should be overall solid given weaker USD. Financials focus, representing 27 of 61 reporting this week. 13 Financial stocks that could gain next few weeks
NEW: SECTION (ABOVE) ADDED IDENTIFYING KEY RECOMMENDATIONS AND SUPER GRANNIES ________________________________________________ _THE NEXT KEY MACRO EVENT IS THE FOMC MEETING TWO WEEKS AWAY. SO MARKETS WILL DIRECT ATTENTION TO 2Q23...
Mon October 31, 2022
Big data week ahead (JOLTS/FOMC) but bias positive as inflation discussion now more "two-sided" and stocks are not doing what consensus expects.
The reasons for stocks to continue falling are well known, among them:inflation too highFed going to keep pressure on marketsEurope entering a recessionChina zero COVID lockdown continuesEarnings are slowingStock charts...
Wed June 15, 2022
Markets far more de-risked into June FOMC. And +75bp brings rates closer to market expectations.
Since Friday's CPI (higher CPI) and U Mich Consumer Confidence survey (rise in consumer inflation expectations), consensus expectations for June is now a 75bp hike (vs 50bp prior). This is...