BloombergNYS:GS

Hormuz Woes Seen Lingering Into Second Half, Goldman Poll Shows

Wall Street is growing more convinced that shipping through the Strait of Hormuz will remain impaired into the second half of the year, highlighting expectations for a longer-lasting supply shock.

Mia Gindis

Redacción · hace 36 días

Lectura 2 min

Wall Street is growing more convinced that shipping through the Strait of Hormuz will remain impaired into the second half of the year, highlighting expectations for a longer-lasting supply shock.

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Goldman Sees ‘AI-Driven Super Surplus’ Swelling in Korea, Taiwan

South Korea and Taiwan’s artificial intelligence-fueled chip booms are set to swell both economies’ current-account surpluses to fresh records and pressure their central banks to raise interest rates later this year.

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Goldman Says Yuan 20% Undervalued, Boosts Currency Forecasts

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Investors Are Looking Through the Conflict, Goldman Sachs Says

Christian Mueller-Glissmann, managing director for portfolio strategy and asset allocation at Goldman Sachs, discusses risk appetite amid US efforts to end the war in Iran. "A lot of the clients we speak to do very little in terms of taking a view on that conflict," Mueller-Glissmann tells Bloomberg Television. "They rather try to do tweaks and twists to the portfolio and focus on diversification." (Source: Bloomberg)

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Goldman Sachs Private Credit Fund’s Share of Bad Loans Rises

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Goldman's Snider Sees 'Yellow Flags' in Equities

Ben Snider, chief US equities strategist at Goldman Sachs Group Inc., says only a small number of stocks are driving the market to new highs. “If you look at the S&P 500, we’re at an all-time high, but the median stock in the index is still about 13% below its respective high,” Snider said Tuesday in an interview with Bloomberg Television. (Source: Bloomberg)

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Goldman Sees ‘AI-Driven Super Surplus’ Swelling in Korea, Taiwan

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Goldman Sees ‘AI-Driven Super Surplus’ Swelling in Korea, Taiwan

Goldman Says Yuan 20% Undervalued, Boosts Currency Forecasts

Goldman Sees Fed Cuts Delayed to December, March on Inflation

Investors Are Looking Through the Conflict, Goldman Sachs Says

Goldman Sachs Private Credit Fund’s Share of Bad Loans Rises

Goldman's Snider Sees 'Yellow Flags' in Equities