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☆ U.S. stocks have 'limited upside' from here, says Goldman Sachs Asset Management
  + stars: | 2024-03-27 | by ( Elliot Smith | ) www.cnbc.com   time to read: +1 min
U.S. stocks have "limited upside" from here, given the macroeconomic backdrop — and investors should be looking for better opportunities elsewhere, according to Goldman Sachs Asset Management. The U.S. economy has been surprisingly resilient in the face of the Federal Reserve's aggressive monetary policy tightening over the last two years, defying expectations of a 2023 recession. Though GSAM's base case is for the Fed to engineer a soft landing and for the U.S. economy to avoid recession, James Ashley, head of international market strategy, told CNBC on Wednesday that if a recession were to come, it would be this year. "The Fed only began to hike in March of '22, so when we're talking about recession risks in 2023, that would have assumed a very rapid passthrough from the transmission of monetary policy into the real economy. In other words, it was premature," Ashley said.
Persons: James Ashley, Ashley Organizations: Goldman Sachs Asset Management, Fed, CNBC Locations: U.S
☆ GSAM: 'Limited upside' for U.S. stocks, and investors should look elsewhere
  + stars: | 2024-03-27 | 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 EmailGSAM: 'Limited upside' for U.S. stocks, and investors should look elsewhereJames Ashley, head of international market strategy at Goldman Sachs Asset Management, says the U.S. equity market rally is running out of headroom, and recommends two other countries investors should consider.
Persons: James Ashley Organizations: Goldman Sachs Asset Management
☆ March Fed rate cuts still a possibility, strategist says
  + stars: | 2024-02-01 | 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 EmailMarch Fed rate cuts still a possibility, strategist saysJames Ashley, head of international markets strategy at Goldman Sachs Asset Management, weighs in on the outlook for interest rates and central bank monetary policy decision-making.
Persons: James Ashley Organizations: Goldman Sachs Asset Management
☆ U.S. needs to fall into a deep recession for 'aggressive' rate cuts to happen: Strategist
  + stars: | 2023-05-16 | 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 EmailU.S. needs to fall into a deep recession for 'aggressive' rate cuts to happen: StrategistJames Ashley of Goldman Sachs Asset Management says it'll be "really aggressive" if the U.S. Federal Reserve cuts interest rates by 80 basis points by year-end, and 300 basis points by the end of 2024.
☆ Goldman Sachs strategist says these investments are 'starting to look attractive again'
  + stars: | 2023-04-17 | 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 EmailGoldman Sachs strategist says these investments are 'starting to look attractive again'James Ashley, head of international market strategy at Goldman Sachs Asset Management, discusses which investments look attractive right now, and the likelihood of a recession.
☆ Goldman Sachs Asset Management singles out a corner of the U.S. market with 'great opportunities'
  + stars: | 2023-01-24 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
Small-cap stocks may be poised for a comeback this year, according to a strategist at Goldman Sachs Asset Management. James Ashley, head of international market strategy at GSAM, told CNBC's "Squawk Box Europe" Monday that small caps offer "great opportunities" for those looking to capitalize in the current economic climate. According to GSAM's research, historically, small caps have delivered when inflation is high but falling, a phenomenon known as disinflation. While there are attractive options in other markets, Ashley said small caps were unique in the current environment with "some great opportunities there." He added that exposure to small caps would offer access to secular growth usually not found elsewhere – especially given that valuations are currently near historic lows.
☆ Goldman Sachs Asset Management says 'most concerned' about earnings outlook for equities
  + stars: | 2023-01-23 | 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 EmailGoldman Sachs Asset Management says 'most concerned' about earnings outlook for equitiesJames Ashley, head of international market strategy at Goldman Sachs Asset Management, said the earnings outlook for equities would be challenged if the economy is headed toward a recession or "something that might be close to a recession."
☆ How the United States is exporting inflation to other countries
  + stars: | 2022-09-28 | by ( Julia Horowitz | ) edition.cnn.com   time to read: +6 min
Central banks in Switzerland, the United Kingdom, Norway, Indonesia, South Africa, Taiwan, Nigeria and the Philippines followed the Fed in boosting rates over the past week. This dynamic — in which the Fed essentially exports inflation — adds pressure on local central banks. (The Bank of Japan has remained an outlier among major central banks and has resisted hiking rates despite an uptick in inflation.) Nigeria’s central bank hiked rates to 15.5% on Tuesday, much higher than economists had expected. That means the dollar could yet climb further, and other central banks won’t be able to relax.
☆ Pound to dollar: The pound's crash will make inflation worse
  + stars: | 2022-09-26 | by ( Julia Horowitz | ) edition.cnn.com   time to read: +7 min
Consequently, the Bank of England will come under pressure to jack up interest rates further and faster. It has been sharply critical of the UK government’s proposals. Why a plunging pound is bad newsThe pound hit a record low against the dollar on Monday, dropping near $1.03 before recovering to almost $1.07. Investors expect the Bank of England will need to increase interest rates much more aggressively to get inflation in check. The central bank has given no indication it will hike interest rates outside its normal schedule of meetings.
☆ The pound’s crash will make inflation worse and push interest rates higher
  + stars: | 2022-09-26 | by ( Julia Horowitz | ) edition.cnn.com   time to read: +7 min
Consequently, the Bank of England will come under pressure to jack up interest rates further and faster. It has been sharply critical of the UK government’s proposals. Investors expect the Bank of England will need to increase interest rates much more aggressively to get inflation in check. The central bank has given no indication it will hike interest rates outside its normal schedule of meetings. “If markets still don’t have faith in the fiscal picture, I’m not sure how the Bank of England wins this,” Rossiter said.
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