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Many of the same factors have propelled big banks’ strong performance: a solid economic backdrop with low unemployment, corporate clients’ appetite for executing big deals, and lots of trading activity.
Stock market investors are heading into CPI week with a familiar playbook. The hope is that inflation cools off further and the Fed stays on hold, with robust earnings taking over as the next driver of the S&P 500. For perspective, the S&P 500 recently traded near 7,575, up about 10.7% year ...
(Bloomberg) -- After a banner year for Chinese stocks on the back of AI advances, 2026 is not going well.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS Stocks Get Tech Boost After AI-Fueled Selloff: Markets WrapCook Stays at Fed But Trump Wins Power Over Other AgenciesSupreme Court Leaves Trump’s Fed, Citizenship Gambits for LastPrabowo Risks Prompt Global Banks to Pull Cash Out of IndonesiaThe MSCI China Index has tumbled 15%, the worst performance glo
Investing.com -- Goldman Sachs has cut its 12-month U.S. recession probability to 15% following the U.S.-Iran agreement, with chief economist Jan Hatzius citing reduced downside risks to the economic outlook and an improvement in underlying labor market resilience.
Goldman Sachs now sees a smaller chance of a recession in the U.S. thanks to the peace agreement with Iran. The bank cut its 12-month recession odds to 15% from 25%, citing falling energy prices. It now sees an even lower chance of recession than it did before the war, when it put the odds at 20%.
Fed rate-cut delays and weaker ETF inflow expectations prompted Goldman to lower its December gold forecast.
(Bloomberg) -- Goldman Sachs Group Inc. cut its year-end gold forecast by $500 an ounce as the Federal Reserve is no longer seen reducing rates in 2026.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealNYC Greek Eatery Kiki’s Seized for Failure to Pay $1 Million TaxUS Ends Hormuz Blockade, Downplays Tolls as Negotiations RestartThe revised target
The Federal Reserve's pivot to soften Basel III capital requirements marks a fundamental shift, loosening the regulatory noose that has constrained U.S. banks since 2008.
The unemployment rate says the job market is holding steady. Goldman Sachs analysts, though, say that might not tell the whole story. In a fresh note shared with me, the firm argues that the labor market is softer than the headline 4.3% unemployment rate suggests. They argue that the job market is ...
(Bloomberg) -- Unswayed by strong US jobs data released Friday, economists at Citigroup Inc. are maintaining their increasingly lonely prediction that the Federal Reserve will cut interest rates three times this year.Most Read from BloombergBecerra Advances for California Governor as Hilton Fights SteyerSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapWhat to Expect From Apple’s AI, Siri and iOS 27 Launch at WWDCSaylor’s Bitcoi
Wall Street is booming, but Goldman Sachs isn’t convinced that lower interest rates are around the corner. In an interview with CNBC, Goldman Sachs COO John Waldron reiterated the bank's view that the Federal Reserve could start cutting interest rates by the close of 2026. Put simply, Americans may ...
(Bloomberg) -- Elon Musk’s SpaceX is negotiating to pay razor-thin fees to Wall Street firms handling its IPO — but banks are still likely to rake in about $500 million from the record-setting market debut.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingAndrew Left Found Guilty in Case That Spooked Short SellersUS Says Deals With Iran for Sa
Global investors weigh elevated Treasury yields against rising inflation, fiscal deterioration, and Iran-linked energy risks.
(Bloomberg) -- Wall Street strategists are warning the honeymoon period for stocks following a blockbuster earnings season is over and that a harsh macro-economic reality now threatens this year’s rally.Most Read from BloombergUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpWinners and Losers From Trump and Xi’s Beijing Summit TalksBillionaire Rinehart Bets $100 Million on US Defense StocksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as
(Bloomberg) -- China’s central bank has warned on the risks of imported inflation from higher oil prices stemming from the war in Iran, offering no hint of preparing to ease policy as it looks to ensure that its interest rates reach the economy.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Epstein's Black Card: How He Moved Women With H
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