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☆ Goldman Sachs: 89 stocks expected to be winners as they build out AI infrastructure
  + stars: | 2024-07-05 | by ( Laila Maidan | ) www.businessinsider.com   time to read: +4 min
Stocks within the adoption frameworkWhile there could be a few angles one might use to determine where a company fits within AI's development, Goldman Sachs created their version of AI's adoption phases. Additional early winners of AI were mega-cap technology names that had steep earnings growth and attracted a lot of investors. Throughout 2023, there was a 53% gap in annual earnings growth between the top five AI names and the rest of the S&P 500. But as we enter 2025, Goldman estimates that the earnings growth between the big five and the rest of the market will tighten. The graph below demonstrates Goldman's forecast of a slowdown in earnings growth from the concentrated names and a modest pickup for the broader market.
Persons: —, It's, Goldman Sachs, David Kostin, Goldman Organizations: Service, Business, Chief US, Nvidia, Microsoft, Goldman Sachs Global Investment Research, Management
☆ The job market has 3 weak spots that could bring steeper Fed rate cuts, Goldman Sachs says
  + stars: | 2024-06-17 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +4 min
Comparing today's job market to previous years when the Fed cut rates also shows some cause for concern. AdvertisementIf the job market continues to weaken, that makes a greater case for the Fed to cut rates, the bank said. Related storiesHere are three areas of labor market weakness that could mean more downside for interest rates:1. Employment is also falling among workers aged 16-24, the "most volatile" cohort of the job market, strategists added. Just 10%-15% of new labor market entrants are finding a job, according to Goldman's analysis of labor market data.
Persons: —, Goldman Sachs Organizations: Service, Federal Reserve, Business, Labor, Fed, Department of Labor, Goldman Sachs Global Investment Research, of Labor Statistics, Goldman, Industries, Labor Department Locations: ManpowerGroup
☆ 2 reasons why Red Sea disruptions won't send inflation soaring again, according to Goldman Sachs
  + stars: | 2024-01-29 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +3 min
Goldman Sachs doesn't expect an inflation spike in the US fueled by turmoil in the Red Sea. To be sure, Red Sea disruptions have caused freight costs to soar as much as 350%. AdvertisementShipping disruptions in the Red Sea have caused freight costs to spike, but the impact on inflation will remain muted, according to Goldman Sachs. Goldman Sachs Global Investment ResearchHowever, they maintained that goods inflation still won't see a meaningful uptick for two reasons. "Under reasonable pass-through assumptions, a 100% increase in the cost of sea freight therefore only raises core goods inflation by around 0.4pp and overall core inflation by around 0.1pp," the Goldman strategists said.
Persons: Goldman Sachs, —, Jan Hatzius, Hatzius Organizations: Service, Shipping, Goldman Sachs Global Investment Research, Goldman Locations: Red, Iran, Israel, Gaza, Suez, Asia, Europe, China, Southeast Asia, 0.4pp, 0.1pp
☆ Here's 3 reasons why Wall Street giants say investors should pay attention to Treasurys as yields soar
  + stars: | 2023-10-28 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +5 min
The 10-year Treasury yield topped 5% for the first time since 2007 this week. The gap between higher dividend yield stocks and the 10-year US Treasury yield has completely closed. Bond yields probably aren't falling soonTreasury yields are likely staying elevated, thanks to the Fed's committement to keeping a lid on inflation. Central bankers have raised rates 525 basis-points over the past year to lower high prices, which has helped pushed Treasury yields higher. Other market forecasters have warned of more trouble ahead in equities, especially as higher bond yields draw investors away from the stock market.
Persons: —, Goldman Sachs, there's, they've Organizations: Treasury, Service, Bank of America, Goldman, Goldman Sachs Global Investment Research, Vanguard
☆ A full government shutdown would trigger a data blackout, says Goldman Sachs' Alec Phillips
  + stars: | 2023-09-20 | 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 EmailA full government shutdown would trigger a data blackout, says Goldman Sachs' Alec PhillipsAlec Phillips, Goldman Sachs Global Investment Research chief U.S. political economist, joins 'The Exchange' to discuss economic risks associated with a government shutdown, the likelihood of a bipartisan deal to reopen the government after a shutdown, and more.
Persons: Goldman Sachs, Alec Phillips Alec Phillips, Goldman Organizations: Goldman Sachs Global Investment Research
☆ One jarring chart shows just how empty remote work will leave office buildings
  + stars: | 2023-08-29 | by ( Filip De Mott | ) www.businessinsider.com   time to read: +3 min
As remote work remains popular, office buildings will become increasingly empty. Goldman Sachs estimated vacant office space will jump by 267 million square feet over the next decade and beyond. So far, that has yet to translate to big declines in office space that's rented out under a lease agreement. The forecast comes as some high-profile companies start taking a harder line on remote work. Even video-conferencing company Zoom, which is a key enabler of remote work, has asked some employees to come back to the office regularly.
Persons: Goldman Sachs, Goldman Organizations: Service, Goldman, Goldman Sachs Global Investment, Meta Locations: expirations, Wall, Silicon
☆ Watch CNBC's full interview with Goldman Sachs' Alec Phillips
  + stars: | 2023-08-22 | 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' Alec PhillipsAlec Phillips, Goldman Sachs Global Investment Research chief U.S. political economist, joins 'The Exchange' to discuss the likelihood of a government shutdown, the Treasury's attempt to raise funds through bond issuances and partisan disagreements about government spending.
Persons: Goldman Sachs, Alec Phillips Alec Phillips, Goldman Organizations: Goldman Sachs Global Investment Research
☆ A government shutdown is more likely than not, says Goldman Sachs' Alec Phillips
  + stars: | 2023-08-22 | 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 EmailA government shutdown is more likely than not, says Goldman Sachs' Alec PhillipsAlec Phillips, Goldman Sachs Global Investment Research chief U.S. political economist, joins 'The Exchange' to discuss the likelihood of a government shutdown, the Treasury's attempt to raise funds through bond issuances, and partisan disagreements about government spending.
Persons: Goldman Sachs, Alec Phillips Alec Phillips, Goldman Organizations: Goldman Sachs Global Investment Research
☆ New Goldman Sachs' report reveals historic underfunding at HBCUs
  + stars: | 2023-07-05 | 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 EmailNew Goldman Sachs' report reveals historic underfunding at HBCUsGizelle George-Joseph, Chief Operating Officer of the Goldman Sachs Global Investment Research Division, and CNBC’s Sharon Epperson discuss why historically black colleges and universities in the U.S. remain underfunded.
Persons: Goldman Sachs, Gizelle George, Joseph, Goldman, CNBC’s Sharon Epperson Organizations: Goldman Sachs Global Investment Research Division Locations: U.S
☆ Goldman Sachs shares 24 stocks to buy and ride higher as they catch up to the market's powerful rally through year-end
  + stars: | 2023-06-13 | by ( Mark Reeth | ) www.businessinsider.com   time to read: +4 min
The S&P 500 has entered bull-market territory thanks to a small handful of tech stocks. Goldman Sachs says that could actually mean good things to come for the rest of the market. Goldman Sachs analysts led by Chief US Equity Strategist David Kostin set out to answer that question. It's no wonder, then, that Goldman Sachs has upped its guidance for where the market will end the year. Below are the 24 stocks that Kostin found which have YTD EPS revisions above the median of 9%.
Persons: Goldman Sachs, David Kostin, Kostin, YTD Organizations: Investors, Big Tech, Apple, Microsoft, Nvidia, Chief US, Goldman Sachs Global Investment Research
☆ Goldman Sachs breaks down an options trading strategy with an 18-year track record of adding income to investors' portfolios — and recommends making these 4 trades now
  + stars: | 2022-11-11 | by ( Morgan Chittum | ) www.businessinsider.com   time to read: +3 min
As markets weather volatility, the investment bank recommends options trades with these 4 stocks. In a recent note to clients, Goldman Sachs breaks down this options trading strategy that the investment bank says has an 18-year track record of adding extra income to investors' pockets. Goldman Sachs Global Investment Research"These strategies have become increasingly popular among investors, especially given the prospects of flat to negative equity markets. For short-term overwriting options trades, the note focuses on three factors when choosing an "attractive" stock: events, implied volatility, and market cap of the company. "We have found that overwriting stocks with these characteristics has added over 500 bps over the past 16 years," the note said.
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