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...by 2035 because of the boom in renewables, EVs and AI — according to S&P Global Commodity Insights....
...Goldman expects a 15 per cent compound annual growth rate for Indian earnings through 2025 that “should drive markets higher”....
...This is the kind of insight you can receive as a client of Goldman Sachs....
...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....
...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...
...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...
...Taking out the top 10 S&P stocks, EPS is expected to shrink 4 per cent in the first quarter, calculates Goldman Sachs....
...The stock has gained nearly 40 per cent over the past 12 months, outpacing the S&P 500’s 20 per cent rise....
...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”....
...For a quick step back: committees at Goldman are a big deal in a sort of “if you know, you know” way....
...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....
...In our view, this probably explains their strong re-rating (forward P/E of 27.2x), and why they are trading at a 110% premium to the STOXX 600 (13.0x)” wrote....
...Dealing with the first question, Goldman notes that while valuations are high, they’re not bubble high. Japanese stocks traded on a P/E of 67x in 1990. The Nifty 50 traded on a P/E of 34x in 1973....
...S&P 500 stock....
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
...Over at Goldman, they’ve been telling clients this week that the UK “offers one of the best entry points in its history (at least on a relative basis).” The FTSE 100 trades on a 11.6x P/E....
...(Zoomable version) Rocky Fishman — a former crack derivatives analyst at Deutsche Bank and Goldman Sachs who now runs his own research outfit Asym500 — strikes a somewhat different note in his own examination...
...“That’s impressive because we’re at a point right now where the industry’s growth in the last two years has been driven entirely by price,” said Jason English, an analyst from Goldman Sachs....
...She joins a number of other senior leaders and employees that have recently departed. Goldman Sachs has promoted Dan Blank to co-chair of its global M&A group....
...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....
...Exclusive: Two of Goldman Sachs’s top investment bankers have threatened to leave after being excluded from a new operating committee established under chief executive David Solomon, according to people...
...P on the day....
...Schwimmer has led the group since 2018 after a 20-year stint at Goldman Sachs....
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