Risk
Why the 2022 Market Might Be Low-Growth
Economist Hugh Johnson and Goldman’s David Kostin sketch out a muted year in the mid-single digits.
Tag: Goldman Sachs
Risk
Will the Federal Reserve Go Too Far?
What if its tightening program squelches a now-imperiled economic recovery? Natixis’ Lavorgna wonders.
Risk
What If Earnings Season Turns Out to Be a Bust?
Ned Davis thinks profit growth will come in way south of what the market expects.
Risk
Look Sharpe, Says Goldman: Stocks That Thrive Amid Volatility Will Have a Good 2022
With slower economic growth and higher rates, these shares should handily outpace the S&P 500, the firm contends.
Asset Allocation
Quant Hedge Fund Icon AQR Cuts Back as Investors Exit
Amid a laggard spell for these sophisticated math-centric firms, Cliff Asness’ shop has had a particularly tough time.
Asset Allocation
What Corporate Cash Use Helps Stocks Most in the Pandemic?
You’d think the answer is stock buybacks. Guess again, says Goldman.
How Badly Do Rising Prices and Slowing Economic Growth Harm Stocks?
It’s not pretty: History shows that this bad combo pares equities’ median returns by 2%, Goldman says.
Former Goldman Compliance Analyst Charged With Insider Trading
The SEC alleges Jose Luis Casero Sanchez ‘abused his position of trust’ by using confidential information to make trades.
Asset Allocation
Why Wall Street Is Eyeing a Correction Coming Soon
Numerous strategists think things are getting dicey as we enter stocks’ lousiest month historically.
Asset Allocation
Disney, Microsoft, and Twitter Are Among Stocks on Hedge Funds’ Loser List
So, you thought these big companies were unstoppable, eh? A Goldman survey of hedge operators begs to differ.
Market Moves
Sure, Delta Cut Goldman’s GDP Forecast, but It’s Not Too Bad
Compared with anemic economic growth in the past decade, things are still looking up.
Asset Allocation
Goldman: Dollar Rally Will Fizzle
The greenback has advanced almost 4% since May, buts headwinds await, the firm warns.
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.
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.