DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Jonathan Golub - 3 Goldman Sachs - 3 David Kostin - 2 Kostin - 2 Morgan Stanley - 1 That's - 1 David Lefkowitz - 1 Stocks - 1
Top related locs:
America U.S Jonathan Golub of
Top related orgs:
Federal Reserve - 3 UBS - 2 Business - 2 UBS Beats - 1 UBS Global Wealth Management - 1 Companies - 1 Treasury Partners - 1 DA Davidson - 1

Search resuls for: "Jonathan Golub of"


4 mentions found


☆ 3 of Wall Street's biggest banks share what's next for markets after the largest earnings surprise in years — and 25 top stocks to invest in for stable, long-term profit growth
  + stars: | 2024-05-02 | by ( James Faris | ) www.businessinsider.com   time to read: +6 min
Large technology stocks have continued to be a key driver of earnings growth. Those calls are based on the firms' expectation that the economy will continue to grow despite uncomfortably high interest rates. Bullish firms concur that elevated interest rates are a serious concern for investors. "Should the outlook for earnings growth deteriorate, the recent stretch of quality outperformance will likely continue and also expand to include stocks with stable growth," Kostin wrote. Along with each is its ticker, market capitalization, sector, 2024 expected earnings growth rate, and 10-year EBITDA growth variability rate, according to Goldman Sachs.
Persons: Morgan Stanley, That's, Jonathan Golub, David Lefkowitz, Stocks, they've, Mike Wilson, Morgan, 19.3x, Goldman Sachs, David Kostin, Wilson, Kostin, Russell Organizations: UBS, Business, UBS Beats, UBS Global Wealth Management, Companies, Federal Reserve
☆ Hot inflation and high estimates could ruin the Q1 earnings season. Why investment chiefs are increasingly worried — and the bull case that profits are still underestimated.
  + stars: | 2024-04-12 | by ( James Faris | ) www.businessinsider.com   time to read: +6 min
Without strong profit progress in the Q1 earnings season starting in mid-April, US stocks may surrender their 8.2% year-to-date gain. Loftier estimates, top-heavy earnings are reasons for worryFirms have a rather low bar to clear in the upcoming earnings season, as is often the case. The market's largest companies are disproportionately driving earnings growth in addition to stock returns, Goldman Sachs found. The Q1 earnings season begins in earnest on Friday as big banks share results. Early reporters have beaten earnings estimates by 13.5%, Golub wrote, which he added is more than double the typical rate.
Persons: Richard Saperstein, James Ragan, David Kostin, Goldman Sachs, Kostin, Anthony Saglimbene, Ameriprise, we're, Saglimbene, Arun Bharath, Bharath, Jonathan Golub, Golub, they're Organizations: Federal Reserve, Business, Treasury Partners, DA Davidson, Nvidia, Big Tech, Bel Air Investment Advisors, UBS, Institute for Supply Management Locations: America
☆ Wall St Week Ahead Relentless U.S. stock rally faces Fed test
  + stars: | 2023-07-21 | by ( David Randall | ) www.reuters.com   time to read: +4 min
The S&P 500 is up nearly 19% year-to-date and closed on Thursday at 4,534.87, only about 6% below an all-time high reached in January 2022. What the Fed does and says next week will be critical," said Cliff Corso, chief investment officer at Advisors Asset Management. "Bearish investors have had to capitulate," said Liz Ann Sonders, chief investment strategist at Charles Schwab. The bank last month raised its year-end S&P 500 target to 4,500, from 4,000. However, Christopher Tsai, chief investment officer at Tsai Capital, is not worried about buying into an overvalued market.
Persons: Cliff Corso, Jonathan Golub, Tom Lee, Ed Yardeni, Liz Ann Sonders, Charles Schwab, Eric Freedman, Goldman Sachs, Sunitha Thomas, We've, Christopher Tsai, David Randall, Saqib Iqbal Ahmed, Ira Iosebashvili, Richard Chang Organizations: YORK, Federal Reserve, Fed, Asset Management, Jonathan Golub of Credit Suisse, Fundstrat Global, Yardeni Research, National Association of Active Investment, U.S, Bank Wealth Management, Consumers, Northern Trust, Tsai, MSCI Inc, Zoetis Inc, Thomson Locations: U.S, Jonathan Golub of
☆ Credit Suisse says bet on these stocks when inflation is falling
  + stars: | 2023-01-12 | by ( Carmen Reinicke | ) www.cnbc.com   time to read: +1 min
Investors looking to snap up company shares that are poised to benefit as inflation falls should look no further than a list of such stocks from Credit Suisse. Break evens signal that inflation should reach 1.7% – well below the Fed's 2% mandate – over the next 12 months, Jonathan Golub of Credit Suisse wrote in a Wednesday note. This should lift some stocks going forward, according to Credit Suisse. To assemble a list of stocks poised to rise amid falling inflation, the bank identified the top three names in each sector that will benefit the most from two-year break evens. The falling inflation beneficiaries, listed below, outperformed in 2022, a trend that Golub expects to continue in 2023.
0 next >>
Total: 4