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...Berruga’s resignation was followed by exits of executives including chief investment officer Jon Maier, chief operating officer John Belanger and head of finance Ronnie Riven....
...Evercore’s chief executive John Weinberg has his own history with Goldman....
...The stock has gained nearly 40 per cent over the past 12 months, outpacing the S&P 500’s 20 per cent rise....
...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....
...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....
...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...
...Whole Numbers and Half Truths (2021) by Rukmini S Data journalist and campaigner Rukmini S’s book is subtitled “What Data Can and Cannot Tell Us About Modern India”....
...M&S and John Lewis, they will have to run faster.” M&S cannot afford distractions....
...His father, John Sr, also led the bank. John Weinberg’s cousin Peter Weinberg is a Goldman veteran who founded Perella Weinberg Partners....
...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...
...Based on reporting by Roman Olearchyk, Christopher Miller, Ben Hall, Max Seddon, John Paul Rathbone, John Reed, Guy Chazan, Henry Foy, Mehul Srivastava, Polina Ivanova and Tim Judah....
...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....
...S&P 500 stock....
...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”....
...Esposito was viewed internally as one of multiple candidates in the running to take over from Solomon, who has led the bank since late 2018, although bank president John Waldron is considered the leading...
...Puig said it would use the proceeds “for general corporate purposes such as refinancing the acquisitions of additional ownership interest[s] in Byredo and Charlotte Tilbury and supporting the growth strategy...
...For those still at Goldman, bank president John Waldron is viewed as the leading candidate....
...Waitrose is only slightly ahead of M&S in the grocery market, with a 3.6 per cent market share this month versus the latter’s 3.4 per cent, according to data provider NIQ....
...Let’s crunch down on Goldman’s Granolas....
...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....
...William S Burroughs Burroughs always looked old and dressed old, and Peter caught that here. He looked like a banker even when he was 20....
...And this is despite the Mag7’s better RoE, net income margin, and stronger balance sheets....
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