Goldman Sachs Group is a leading global investment banking, securities, and investment management firm that provides a wide range of financial services to a diverse client base, including corporations, financial institutions, governments, and individuals. The company engages in various activities, including financial advisory services, underwriting of capital market transactions, asset management, and market making in securities and commodities. It is known for its expertise in mergers and acquisitions, risk management, and investment strategy, leveraging its extensive research capabilities and global reach to deliver innovative solutions in an ever-evolving financial landscape.
Trade tensions create concerns for automotive industry. Goldman Sachs warns tariffs could hurt earnings. EPA starts process to reverse emissions standards. FTC requests delay in Amazon trial. Trump suggests Meta may invest $60B in US. Earnings reports for S, UiPath, BLNK, RBRK.
The thesis holds that a multi-decade super cycle Credit Bubble - over recent years succumbing to “terminal phase excess” - has turned increasingly fragile. Q4 2024 Z.1 data from the Federal Reserve corroborate the analysis.
The uncertainties with corporate earnings, the reduction in liquidity operations and the lack of desire for the U.S. to continue to run up the credit card, is a limiting factor for the market at this time.
Goldman Sachs lowered estimates for FedEx ahead of its Q3 earnings release, citing transportation challenges and volume declines. Analyst remains optimistic about cost-cutting efforts.
Goldman Sachs analyst Lizzie Dove maintains a Neutral rating on Viking Holdings and raises the price target to $51. Despite a slight February slowdown, VIK remains 88% booked for 2025 with 7% pricing growth.
Stocks surged Wednesday morning, with major indices poised to snap a two-day losing streak, as cooler-than-expected inflation reinforced expectations for Federal Reserve rate cuts in 2025.
Goldman Sachs upgrades GE Healthcare to Buy, raising its price target to $100, as analysts see market stabilization and China sales recovering faster than expected.
