Hints and tips:
...Late last week Goldman Sachs released a report comparing today’s biggest, best-performing stocks to the big names from the 90s tech bubble and the “Nifty 50” stocks of the 70s....
...Competitors, including Goldman Sachs and Credit Suisse, had taken the extraordinary step of complaining to prosecutors and regulators about Morgan Stanley’s block trade practices....
...’ in Hanover China, EU, Japan, UK, US: S&P Global/Cips/HCOB/Caixin/Jibun Bank manufacturing PMI data UK, Nationwide house price survey US, Goldman Sachs president John Waldron speaks at the Bernstein...
...Goldman Sachs analysts have named 50 Chinese stocks that they believed would avoid policy traps connected to President Xi Jinping’s “common prosperity” campaign....
...Economists at Goldman Sachs said in a note to clients this week that forecasting market pricing was “especially challenging,” but that the bank’s research indicated that markets normally took account of...
...For all the chatter and hope of a V-shaped rebound, the prospect of a U-type recovery has the edge among forecasters as social distancing measures will linger and detract from service sector activities such...
...Goldman Sachs likes miners: Despite ongoing macro uncertainty, we see five reasons to be positive on the sector on a multi-year view: i) 2020 global demand is well below normalised levels, implying scope...
...But if you still have the stomach for some thematically V-shaped marketing materials, here are a few highlights from the latest slide deck from David Kostin, Goldman Sachs’ US Equity Strategist. 11:00am...
...We remain firmly in the V camp mainly because like a Unicorn, U shaped recoveries coming out of a recession don’t exist, particularly when the recession is so steep like the one we are experiencing today...
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...This is from Goldman Sachs’ US team: We forecast S&P 500 dividends will decline by 25% to $44 per share in 2020. Dividends actually rose by 9% during 1Q....
...Here’s Goldman Sachs: (Enlarge.) Whether we are in a new bull market or not is as yet unclear....
...To sellside, and Goldman Sachs likes Vodafone, to which it’s joint house broker....
...” wrote Goldman Sachs on this day three months ago, which was the same day China first alerted the WHO to some irregular pneumonia cases in Wuhan....
...Perica came to Apple from Goldman Sachs....
...Ever since Goldman Sachs launched the concept of the Brics nations in 2001, there were always sceptics who doubted that the group — Brazil, Russia, India, China and South Africa — had much in common....
...bond flows identified by Feroli et al (2014)....
...Morgan (from whom I have stolen the title to this blog), and Dominic Wilson’s team at Goldman Sachs, have recently argued that the developed economies might have embarked on the Great Moderation, Version...
...(Bloomberg) And on it goes… “Goldman Sachs has been hired by Shire as the London-listed drug maker confronts a takeover offer, according to people briefed on the matter....
...(Financial Times) Goldman Sachs is beefing up its mergers team in Asia as deal volume in the region reaches record levels....
...Corbat earned $14.1 million, in line with Bank of America CEO Brian Moynihan, but behind his peers at Goldman Sachs and J.P. Morgan Chase.”...
...(Reuters) - The escalating role of central banks in EM currency. (Wall Street Journal) - Goldman et al should be forced to incur losses on mistaken trades, says Myron Scholes....
...But, as Neil notes, things could have been worse without all that warehousing shenanigans from Goldman et al....
...(Bloomberg) - How Goldman (et al)’s aluminium warehousing cost American consumers $5bn in three years. (New York Times) - The commodities supercycle is still ending....
...(Reuters) Wall St banks put brake on bonuses: Goldman Sachs put the brakes on bonuses in the fourth quarter, propelling the investment bank’s profits to their highest level in three years and defying the...
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