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Search resuls for: "Goldman Sachs Chief U.S"


25 mentions found


☆ Goldman says this investment is seen as a potential Trump trade and it's jumping Monday
  + stars: | 2024-07-15 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
The Russell 2000 gained 6% last week, its best week of the year, and looks poised to rally further on Monday. A cool consumer price index report last week was seen as a major catalyst for small caps, as it suggested interest rates could go lower. "Many investors view small caps as a potential 'Trump trade,' but the path for small cap outperformance is a narrow one," the note said. Kostin said that small caps outperformed after Trump's 2016 election, but that was when interest rates were much lower. The Goldman note was published before the attempted assassination of Trump on Saturday.
Persons: Donald Trump, Goldman Sachs, Russell, David Kostin, Joe Biden, PredictIt, Kostin, Trump, Goldman Organizations: Republican, Trump
☆ Here's why Goldman raised S&P 500 year-end forecast
  + stars: | 2024-06-18 | 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 EmailHere's why Goldman raised S&P 500 year-end forecastDavid Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Squawk on the Street' to discuss why the strategist moved his estimates, why his bull case for the S&P is $6300, and much more.
Persons: Goldman, David Kostin, Goldman Sachs Organizations: & $
☆ Goldman Sachs likes these stocks that are growing profitably
  + stars: | 2024-04-25 | by ( Lisa Kailai Han | ) www.cnbc.com   time to read: +4 min
As the equity market's profitability nears its all-time highs, Goldman Sachs recently shared some stocks that could see big growth over the next 12 months. In 2024, Kostin expects margin expansion will continue to support ROE growth. In the same report, Goldman Sachs shared its rebalanced ROE growth basket of stocks, which contains 50 names selected for their expected profit growth over the next 12 months. Rising growth fears, solar compensation cutbacks and rising interest rates sank solar stocks last year, but they've since made a comeback. Consensus estimates for the financials sector reveal that most analysts expect ROE growth to remain flat in the same time period.
Persons: Goldman Sachs, David Kostin, ROE, Kostin, Estée Lauder, Electric's, Goldman, Wells, Janney, Blackstone Organizations: Kostin, Info Tech, Deutsche Bank, GE Aerospace, Communications, Mobile Locations: Wells Fargo, China
☆ Stock market focus has shifted from inflation to earnings, says Goldman's David Kostin
  + stars: | 2024-04-23 | 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 EmailStock market focus has shifted from inflation to earnings, says Goldman's David KostinDavid Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Squawk on the Street' to discuss if the year is playing out as expected, any reason to doubt upcoming quarters will bring further margin improvement, and more.
Persons: Goldman's David Kostin David Kostin, Goldman Sachs Organizations: Email
☆ Here's why Goldman Sachs maintains its S&P 500 year-end target to 5,200
  + stars: | 2024-03-26 | 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 EmailHere's why Goldman Sachs maintains its S&P 500 year-end target to 5,200David Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Squawk on the Street' to discuss what's most likely for equities, what happens to Kostin's target if there are more or less rate cuts than predicted, and more.
Persons: Goldman Sachs, David Kostin
☆ Yen holds nerve as BOJ decision looms; dollar resurgent
  + stars: | 2024-03-19 | by ( ) www.cnbc.com   time to read: +4 min
The yen was last little changed at 149.14 per dollar, while the Australian dollar fell 0.06% $0.6556. Against the euro, the yen steadied at 162.18, with the Japanese currency likewise little changed against the Aussie at 97.78. So BOJ's decisions generally are, as far as the yen is concerned, a matter of secondary importance," said Berry. "Holding policy rates steady and policy guidance broadly unchanged seems like a reasonably straightforward decision in the presence of high uncertainty," said Carl Ang, fixed income research analyst at MFS Investment Management. The New Zealand dollar was similarly pinned near Monday's two-week low and last bought $0.6079.
Persons: Gareth Berry, It's, they're, it's, Berry, Carl Ang, Sterling, —, Goldman Sachs, David Mericle Organizations: Bank of Japan, U.S, Reserve Bank of Australia, Aussie, Nikkei, Macquarie, Federal Reserve, MFS Investment Management, U.S ., New Zealand Locations: Bath, England, Asia, Japan, United States, Down, Australia, Monday's
☆ U.S. stock futures are little changed after Nasdaq rallies to record high: Live updates
  + stars: | 2024-03-03 | by ( Pia Singh | ) www.cnbc.com   time to read: +2 min
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., February 23, 2024. U.S. stock futures were little changed Sunday night after the tech-heavy Nasdaq Composite posted a record-high Friday, breaking its 2021 record, as stocks attempt to continue their weeks-long rally. Futures tied to the S&P 500 fell marginally, while Nasdaq-100 futures ticked slightly lower. Futures tied to the 30-stock Dow Jones Industrial Average slipped 47 points, or 0.1%. The S&P 500 and the Nasdaq last week reached their seventh weekly gain in eight, while the Dow ended the week in the red.
Persons: Dow, David Kostin, Goldman Sachs, Jerome Organizations: New York Stock Exchange, Nasdaq, Dow Jones, Federal, ADP Employment Survey, Manufacturing Locations: New York City, U.S
☆ Portfolio managers should own the 'shared favorite' stocks, says Goldman's David Kostin
  + stars: | 2024-02-27 | 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 EmailPortfolio managers should own the 'shared favorite' stocks, says Goldman's David KostinDavid Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Squawk on the Street' to discuss why some investors are looking beyond the magnificent sevens stocks, how mutual funds and hedge funds have rarely outperformed the S&P 500, and more.
Persons: Goldman's David Kostin David Kostin, Goldman Sachs
☆ These 3 names that are about to report quarterly results have strong earnings momentum
  + stars: | 2024-02-20 | by ( Brian Evans | ) www.cnbc.com   time to read: +3 min
About 80% of S & P 500 constituents have already reported, with more than three-quarters of these names beating earnings estimates, according to FactSet. The 14 analysts covering the stock rate it either a buy or a strong buy, with their average price target of $613.86 implying about 12% upside ahead, per LSEG. Average earnings estimates on the power company have ticked up roughly 8% over the past three months, while shares have added about 12% in 2024. Seven of the 13 analysts covering the stock rate it a buy or a strong buy, but their average price target of $124.64 suggests downside of nearly 5%, per LSEG. Mizuho Securities is neutral on the stock, recently raising its price target to $132 from $116.
Persons: Goldman Sachs, David Kostin, Raymond James, Srini Pajjuri, Anthony Crowdell Organizations: CNBC, Nvidia, Constellation Energy, Mizuho Securities, Constellation Locations: Mizuho
☆ Global investors are all in on the United States, says Goldman's David Kostin
  + stars: | 2024-01-30 | 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 EmailGlobal investors are all in on the United States, says Goldman's David KostinDavid Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Squawk on the Street' to discuss what Kostin's hearing from global investors, whether the recent action in the Russell 2000 has changed the strategist's stance, and more.
Persons: Goldman's David Kostin David Kostin, Goldman Sachs, Russell Organizations: Email Global Locations: United States
☆ Stock market has 'modest upside' in 2024, says Goldman's David Kostin
  + stars: | 2023-12-05 | 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 EmailStock market has 'modest upside' in 2024, says Goldman's David KostinDavid Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Squawk on the Street' to discuss Kostin's way of thinking about equity markets, if there will be revenue growth in a falling inflation environment, and much more.
Persons: Goldman's David Kostin David Kostin, Goldman Sachs Organizations: Email
☆ Earnings will be the first time in a year we see positive EPS growth, says Goldman's David Kostin
  + stars: | 2023-10-10 | 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 EmailEarnings will be the first time in a year we see positive EPS growth, says Goldman's David KostinDavid Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Squawk on the Street' to discuss his thoughts on the upcoming earnings results, what could pose a risk to the aggregate index, and more.
Persons: Goldman's David Kostin David Kostin, Goldman Sachs
☆ Stock market pricing in 'soft landing' enviroment, says Goldman's David Kostin
  + stars: | 2023-09-12 | 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 EmailStock market pricing in 'soft landing' enviroment, says Goldman's David KostinDavid Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Sqauwk on the Street' to discuss what he calls the 'choppy path' ahead for the equity market.
Persons: Goldman's David Kostin David Kostin, Goldman Sachs Organizations: Email
☆ Watch CNBC’s full interview with Goldman Sachs' David Kostin on market outlook
  + stars: | 2023-09-12 | 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 EmailWatch CNBC’s full interview with Goldman Sachs' David Kostin on market outlookDavid Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Sqauwk on the Street' to discuss what he calls the 'choppy path' ahead for the equity market.
Persons: Goldman Sachs, David Kostin
☆ Recession probability been rising in recent months, says Abby Joseph Cohen
  + stars: | 2023-09-08 | 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 EmailRecession probability been rising in recent months, says Abby Joseph CohenAbby Joseph Cohen, former Goldman Sachs chief U.S. strategist, joins 'Squawk Box' to discuss where investors currently are, how Joseph Cohen would forecast the next year, and much more.
Persons: Abby Joseph Cohen Abby Joseph Cohen, Goldman Sachs, Joseph Cohen
☆ Here are 18 stocks Jim Cramer is watching, including a big Goldman call on AI names
  + stars: | 2023-08-22 | by ( Jim Cramer | ) www.cnbc.com   time to read: 1 min
Here are some of the tickers on my radar for Tuesday, Aug. 22 taken directly from my reporter's notebook:Goldman Sachs Chief U.S. Equity Strategist David Kostin on AI trade likes Club names Nvidia Microsoft Alphabet Amazon Meta Platform SalesforceMorgan Stanley monthly data tracker on Club name AppleZoomBaiduIf you like this story, sign up for Jim Cramer's Top 10 Morning Thoughts on the Market email newsletter for free.
Persons: Goldman, David Kostin, Salesforce Morgan Stanley, Jim Cramer's Organizations: Goldman Sachs Chief U.S, Equity, Nvidia Microsoft, Apple Locations: Goldman Sachs
☆ Goldman names stocks with the greatest alpha opportunities, including one with 70% upside
  + stars: | 2023-08-07 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Microeconomic factors seem to be dominating the market action in 2023, and Goldman Sachs is offering up some opportunities to capture the greatest alpha in this environment. Options pricing also reflects expectations for elevated return dispersion over the near term, Goldman Sachs chief U.S. equity strategist David Kostin said in a Friday note. Consensus expectations call for the median stock on the list to rise 24%, versus 11% expected for the median S & P 500 stock. "These stocks ultimately present alpha generating opportunities for investors to apply directional views on fundamental outlooks or near-term catalysts," Kostin wrote. Goldman also included solar stock Enphase Energy , down more than 49% year to date.
Persons: Goldman Sachs, David Kostin, Goldman, Kostin, — CNBC's Michael Bloom Organizations: Wall, Moderna, Technologies, Energy, Netflix, Goldman
☆ Goldman's David Kostin: The market is fairly valued, which makes it challenging to pick stocks now
  + stars: | 2023-07-18 | 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's David Kostin: The market is fairly valued, which makes it challenging to pick stocks nowDavid Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Squawk on the Street' to discuss the issues Kostin is currently considering, Kostin's price targets for the equity indices, and more.
Persons: David Kostin, Goldman Sachs
☆ The impact of A.I. will benefit all companies in the long term, says Goldman's David Kostin
  + stars: | 2023-06-08 | 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 EmailThe impact of A.I. will benefit all companies in the long term, says Goldman's David KostinDavid Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Squawk on the Street' to discuss why the A.I. boom could fuel a rally in the S&P, how Kostin got to this thesis, and more.
Persons: Goldman's David Kostin David Kostin, Goldman Sachs, Kostin
☆ Watch CNBC's full interview with Goldman's David Kostin
  + stars: | 2023-06-08 | 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 EmailWatch CNBC's full interview with Goldman's David KostinDavid Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Squawk on the Street' to discuss why the A.I. boom could fuel a rally in the S&P, how Kostin got to this thesis, and more.
Persons: Goldman's David Kostin David Kostin, Goldman Sachs, Kostin
☆ Watch CNBC’s full interview with Goldman's David Kostin on market outlook amid debt ceiling talks
  + stars: | 2023-05-17 | 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 EmailWatch CNBC’s full interview with Goldman's David Kostin on market outlook amid debt ceiling talksDavid Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Squawk on the Street' to discuss the looming debt ceiling and the broader market.
☆ Goldman Sachs' David Kostin expects the market will remain flat amid debt ceiling talks
  + stars: | 2023-05-17 | 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' David Kostin expects the market will remain flat amid debt ceiling talksDavid Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Squawk on the Street' to discuss the looming debt ceiling and the broader market.
☆ Stable growth companies aren't priced in to this market: Goldman's David Kostin
  + stars: | 2023-04-11 | 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 EmailStable growth companies aren't priced in to this market: Goldman's David KostinDavid Kostin, Goldman Sachs Chief U.S. Equity Strategist, joins 'Squawk on the Street' to give his thoughts on the upcoming earnings season, where the surprises will be, and more.
☆ Goldman Sachs' David Kostin breaks down the market
  + stars: | 2023-03-07 | 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' David Kostin breaks down the marketDavid Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Squawk on the Street' to discuss his thoughts on the markets and the Fed Chair Powell's hearing.
☆ Earnings the key driver for this year, says Goldman Sachs' David Kostin
  + stars: | 2023-02-14 | 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 EmailEarnings the key driver for this year, says Goldman Sachs' David KostinDavid Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Squawk on the Street' to break down the macro market and why he raised his near-term target for the S&P.
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