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☆ Goldman still expects U.S. inflation to fall significantly as markets alarmed by recent rise
  + stars: | 2024-04-11 | by ( Sam Meredith | In Samuelmeredith | ) www.cnbc.com   time to read: +1 min
Goldman Sachs still expects stubbornly high U.S. inflation to ease over the coming months, despite investors slashing bets for Federal Reserve interest rate cuts, after yet another print showed that consumer prices remain sticky. The CPI, a broad measure of goods and services costs across the economy, rose 0.4% for the month, putting the 12-month inflation rate at 3.5%. In the Goldman Sachs view, the U.S. CPI will fall back to 2.4% this year, down from the current annualized rate of 3.5%. We obviously have oil prices currently going up, and that's certainly something that has been a bit stronger than what we initially anticipated," Mueller-Glissmann said. He added that the inflationary impact of rising oil prices will likely be limited, because the bank expects that the Organization of the Petroleum Exporting Countries will eventually bring spare capacity online.
Persons: Goldman Sachs, Christian Mueller, Glissmann, CNBC's, Mueller Organizations: Federal Reserve, Labor Department's Bureau of Labor Statistics, U.S, CPI, of, Petroleum Locations: U.S, penciling
☆ We're going back to the 60/40 portfolio in this 'inverse Goldilocks' environment: Goldman Sachs
  + stars: | 2023-08-24 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're going back to the 60/40 portfolio in this 'inverse Goldilocks' environment: Goldman SachsChristian Mueller-Glissmann, head of asset allocation research at Goldman Sachs, explains why it's neutral on stocks and bonds.
Persons: Goldman Sachs Christian Mueller, Glissmann, Goldman Sachs
☆ Good news for markets next week. Everyone agrees the debt ceiling 'X-date' is not here yet
  + stars: | 2023-05-12 | by ( Scott Schnipper | ) www.cnbc.com   time to read: +6 min
Good news for markets next week: no default, no credit agency downgrade, no apocalypse. Worrying 2011 precedent Recent history tells investors that stocks will move more violently during a debt ceiling standoff. Retail sales update Debt negotiations aside, investors get updates next week on the state of American consumer spending when April retail sales are reported Tuesday alongside earnings from Home Depot. Deutsche Bank estimates that April retail sales expanded month over month by 0.7%, the market consensus. Credit Suisse is less optimistic, forecasting that April retail sales grew by 0.6%, but, excluding vehicles, were unchanged.
☆ As Wall Street strikes a bearish tone, these global stocks with margin growth could be safe bets
  + stars: | 2022-11-30 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
After what has been a tumultuous year for stocks, many investors are hoping that markets are at a turning point. Defensive stocks ArcelorMittal , the world's largest steelmaker, made CNBC's screen. The stock is rated buy by nearly 60% of analysts covering it, who give it potential upside of 26.3%. The company is expected to grow its margin by 17.9% next year and analysts give it potential upside of 23.4%. Analysts give the stock potential upside of 34.8%.
☆ Goldman Sachs: Wait for these 4 signs that the market has hit its bottom before you buy stocks — and keep your money in these 4 other places in the meantime
  + stars: | 2022-11-29 | by ( James Faris | ) www.businessinsider.com   time to read: +4 min
Goldman Sachs expects stocks to be flat in 2023 as growth weakens and interest rates stay high. Stocks have been crushed this year, and Goldman Sachs doesn't see a rebound on the horizon. In fact, the firm is calling for flat returns in the next year as earnings growth weakens. Additionally, rising real yields mean that bonds are now a legitimate alternative to stocks, which has catalyzed a "major valuation reset" for stocks, Mueller-Glissmann wrote. Even if interest rates peak, Goldman Sachs economists don't expect the Federal Reserve to stimulate the economy by cutting interest rates until 2024.
☆ Stocks have not yet bottomed and investors should be prepared for flat returns through 2023, Goldman Sachs says
  + stars: | 2022-11-28 | by ( Morgan Chittum | ) www.businessinsider.com   time to read: +3 min
Despite a relief rally this month, Goldman Sachs says the stock market has still not bottomed out. Investors should have less exposure to stocks and bonds in the near-term, the bank wrote in a note on Monday. A Goldman analyst broke down why investors may want to allocate more to cash and credit for now. But the party isn't going to last, according to Goldman Sachs strategist Christian Mueller-Glissmann, and there are a number of conditions that have still not been met in order for a market bottom to form. And the recent relief rally on peak inflation/hawkishness hopes has reduced risk premia on cyclical assets again."
☆ Goldman says stay defensive on stocks into next year, the bottom is not yet in
  + stars: | 2022-11-28 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
The S & P 500 has fallen 15.5% this year. The Wall Street firm set its year-end 2023 target at 4,000 on the S & P 500, just below its Friday's close of 4,026.12. For stocks, Goldman advised clients to buy beneficiaries of slowing inflation and those companies with resilient margins, while avoiding unprofitable long-duration stocks. Goldman economists assigned a 35% probability of a recession in the U.S., but think any downturn would likely be mild. "Housing markets, Italian sovereign risk, cryptos, private markets and shadow banking are likely to remain a concern," Goldman said.
☆ Goldman says stay defensive and overweight cash
  + stars: | 2022-10-19 | by ( Carmen Reinicke | ) www.cnbc.com   time to read: +3 min
Investors should be defensively positioned in their portfolios and holding cash on the sidelines through the end of the year, according to Goldman Sachs. The firm is specifically overweight cash and commodities, neutral on credit and bonds and underweight equities for the next few months. Not near the market bottom The view comes as global monetary policy continues to tighten in response to persistently high inflation. 60/40 drawdown, has deepened," wrote Mueller-Glissmann, adding that growth stocks have also deteriorated further amid high inflation. "We are looking for peaks in inflation, hawkishness, recession risk, risk premia and investor bearishness."
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