Hints and tips:
...However, this slide in the latest deck sent out by Goldman’s David Kostin caught FT Alphaville’s eye: Last autumn saw a US earnings recession — typically defined as two quarters of contracting corporate...
...But did David Kostin — a film buff apparently — also know The Magnificent Seven film was itself based on the 1954 Japanese classic Seven Samurai?...
...But Goldman Sachs’s David Kostin has managed to work in multiple Taylor Swift references into his 2024 outlook, and for traffic reasons that’s probably even better, so here we are....
...Kostin and team....
...Luckily, David Kostin, chief US equity strategist at Goldman Sachs, is here to put us right. “Does anyone know where this name comes from? The Magnificent Seven?”...
...The really important thing to remember about the Magnificent Seven as David Kostin from Goldman Sachs has pointed out is that by the end of the film, four of the seven are dead....
...It has already forced Goldman Sachs’s David Kostin to raise his 2024 target for the S&P 500. Update: you can read the full revised US equity market outlook here....
...That is not the bank’s base case, but with its target of 5,200 for this year already in the rear-view mirror, chief US equity strategist David Kostin is laying this out as a potential framework for superbulls...
...As Goldman’s David Kostin writes: Recent volatility in the Treasury market has driven increased investor concern over the fiscal position of the United States and the supply/demand mismatch for Treasury...
...Goldman Sachs’s chief US equity strategist David Kostin points out that equity returns have tended to be more subdued in presidential election years....
...David Kostin, Goldman Sachs’s chief US equity strategist, has actually just published some research into activism in the US, which has some fascinating findings (yes, we are a blast at dinner parties)....
...But Goldman’s David Kostin reckons that rising rates is becoming a greater danger to US earnings....
...The 10-year yield has risen roughly two standard deviations, or about 50bp, in October, a move that historically coincides with the S&P 500 falling 4 per cent, according to David Kostin of Goldman Sachs....
...Here’s what David Kostin, Goldman Sachs’ chief US equity strategist, said last Friday: After a two-year drought, the US IPO market re-opened this week in dramatic fashion....
...David Kostin, Goldman’s chief US equity strategist, said: “The slowdown in US earnings growth, the increase in policy uncertainty following the recent banking stress, and high starting valuations at which...
...Andrei Kostin, head of Russia’s state-owned bank VTB, appeared to confirm the push in October by saying the country needed to spend “at least Rs1tn ($16.2bn)” for “the tanker fleet’s expansion”....
...Goldman equity strategist David Kostin said “a majority of equity investors have adopted the view that a hard-landing scenario is inevitable” for the US economy, while Citi’s asset allocation team said the...
...“The forward paths of inflation, economic growth, interest rates, earnings, and valuations are all in flux more than usual,” said David Kostin, a strategist at Goldman....
...“A recession is not inevitable, but clients constantly ask what to expect from equities in the event of a recession,” said David Kostin, chief US equity strategist at Goldman Sachs, adding that the Wall...
...“Unfortunately, active fund managers were unable to capture the available alpha,” said David Kostin, chief US equity strategist at Goldman Sachs....
...As Goldman strategist David Kostin says, the absence of attractive alternatives means investors have few other places to park their cash than stocks....
...David Kostin, chief US equity strategist at Goldman Sachs, said on Friday that one of the most frequent questions asked by clients of the Wall Street bank is whether US stocks are trading in “bubble” territory...
...Kostin, Goldman Sachs chief US equity strategist....
...“Even after adjusting for risk, female managed funds outperformed their male counterparts amid the coronavirus-related market swings,” said David Kostin, Goldman Sachs’ chief US equity strategist....
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