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...In today’s newsletter: Trump’s Spac riches take shape Sullivan & Cromwell faces FTX fees Adam Neumann’s new WeWork deal Donald J Trump goes public and makes billions Just one week ago, Donald Trump...
...Its uptown location and growing number of Goldman Sachs alumni has even earned the firm the nickname “Goldman North.” Another Evercore banker put it differently: It’s “Goldman without the bullshit”....
...US-China trade: Republican megadonor John Paulson, a Treasury secretary candidate for Donald Trump, told the FT that the US must not “decouple” from China....
...Goldman Sachs, Bank of America and Société Générale have all recently raised their end of year forecasts for the S&P, which has notched more than a dozen record closes in 2024....
...If it meets consensus then the Mag7 will have delivered sales CAGR of 14 per cent this year, versus just 2 per cent growth for the rest of the S&P, Goldman says....
...That record made Cohen’s announcement this week that she was leaving for IT service provider Cloudflare particularly depressing for many Goldman women and led others to ask if Goldman’s efforts to promote...
...Single stock short interest remains below average across every S&P 500 sector,” Goldman writes: As for Goldman’s list of the most heavily shorted stocks, the less-than-magnificent one is way out in front...
...It is alone among the big six US banks in outperforming the S&P 500 over the past 25 years. “When things are good, you get away with a lot more,” said Goldberg....
...The stock has gained nearly 40 per cent over the past 12 months, outpacing the S&P 500’s 20 per cent rise....
...Robin Wigglesworth tells us how Goldman Sachs thinks immigrants are boosting US jobs numbers, helping to keep the economy strong....
...Financial data company S&P Global is nearing a deal to buy research platform Visible Alpha for more than $500mn from a consortium of investment banks including Goldman Sachs, Jefferies and UBS, according...
...Financial data company S&P Global is nearing a deal to buy research platform Visible Alpha that could value it at more than $500mn from a consortium of investment banks including Goldman Sachs, Jefferies...
...Donald Trump must post the (recently reduced) $175mn bond in his civil fraud case in New York....
...Goldman, for example, expects 8 per cent EPS growth for the S&P 500 in 2024, and 6 per cent in 2025. And bottom-up EPS forecasts often get gradually trimmed as early-year optimism fades....
...Trump’s bankruptcy protection: It is often said that Donald Trump’s biggest incentive to win in November is to keep himself out of prison....
...Taking out the top 10 S&P stocks, EPS is expected to shrink 4 per cent in the first quarter, calculates Goldman Sachs....
...Jet spending for chief executives at S&P 500 companies increased to $41.3mn in 2022 (the most recent full year available), up 22 per cent from the year before and the highest amount in at least 10 years,...
...UBS also forecasts 4,700 for the S&P 500 at the end of 2024, Wells Fargo has a target range of 4,600-4,800, which is a not-very fancy way of saying “4,700, probs, maybe, dunno”....
...In 2016, the S&P 500 gained about 6 per cent in the six weeks following Trump’s win. Over his entire term, the S&P 500 gained 57 per cent, compared with 48 per cent so far under Biden....
...By lunchtime in New York, the benchmark S&P 500 gauge was down 1.1 per cent, while the technology-heavy Nasdaq Composite was down 1.5 per cent....
...Goldman Sachs: The investment bank is scheduled to release first-quarter earnings before the bell, following mixed results from other large lenders last week....
...Let’s crunch down on Goldman’s Granolas....
...In Washington, Moreno would do Donald Trump’s bidding.” “Donald Trump needs Bernie Moreno,” the ad concluded. “Ohio doesn’t.”...
...Even those who were right that the pandemic economic cycle was different, such as Jan Hatzius of Goldman Sachs, were too sanguine about inflation early on....
...S&P 500 stock....
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