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19.12.25 - 14:57
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Goldman Turns "Incrementally Cautious" On Nike As China Sales Plunge (ZeroHedge)
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Goldman Turns "Incrementally Cautious" On Nike As China Sales Plunge
Nike shares tumbled the most in eight months in premarket trading in New York after a mixed third quarter, reigniting concerns that turnaround efforts are being slowed by soft demand trends in China and ongoing problems at Converse.
North America was a bright spot in second-quarter earnings. Citi analyst Paul Lejuez noted that product liquidations contributed to the growth. As those actions expired, underlying sell-through trends softened.
China remained the most challenging sales market for the world's largest sportswear company in the quarter. This prompted Piper Sandler analysts to cut their price target on the stock due to a lackluster recovery in the world's second-largest economy.
Sales in China last quarter plunged 17%, while Converse sales imploded by 30%.
Key earnings in the quarter:
Top line: Revenue of $12.43 billion rose .6% year over year, beating consensus. Nike brand revenue increased 1.5%, also ah...
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27.11.25 - 10:01
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Goldman Says Profit, Dividend Growth to Drive Stocks in 2026 (Bloomberg)
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Peter Oppenheimer, chief global equity strategist at Goldman Sachs, says the prospect of Federal Reserve rates at about 3% by the middle of next year, ongoing economic growth and "some moderation in the dollar" bodes well for stocks in 2026. "Aggregate upside I think is limited because valuations are reasonably high," Oppenheimer tells Bloomberg Television. "But we're going to get profit and dividend growth and that should really drive equities." (Source: Bloomberg)...
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21.11.25 - 18:19
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Goldman′s 2026 Outlook in a Volatile Market (Bloomberg)
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Goldman Sachs Asset Management is out with its 2026 Outlook — and the message is clear: finding catalysts amid complexity. From shifting central bank policies to AI, trade realignments, and geopolitical risks, Goldman sees a dynamic investment backdrop that demands active management and diversification. Greg Calnon, Goldman Sachs Asset Management Global Co-Head of Public Investing joined Bloomberg Open Interest to talk about the bank's outlook. (Source: Bloomberg)...
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20.11.25 - 18:51
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Stocks & Crypto Slammed As NVDA Erases Post-Earnings Gains (ZeroHedge)
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Stocks & Crypto Slammed As NVDA Erases Post-Earnings Gains
Who could have seen that coming?
Sure enough - as has been the pattern - NVDA's overnight gains have been erased...
That has dragged all the majors back to day-session lows, with Nasdaq now unchanged (from up 2.4% at the highs)...
The plunge was exacerbated by all the majors breaking below key technical support...
Bitcoin is puking...
And it appears crypto was leading the majors lower...
Bitcoin slammed, everything else follows. Daily thing now https://t.co/oz9i6dfOOm pic.twitter.com/vhOAfSdskG
— zerohedge (@zerohedge) November 20, 2025
As we detailed earlier with regard to whether the rally would stick, Goldman's Rich Privorotsky lays out the tactical bull and bear case:
The dream today is NVDA up 10%…GOOG powering on…useful-life comments killing the worst fears around CoreWeave and the debt-fueled AI buildout…sentiment snapping back as crypto, retail and systematic flows all rip and we grind back to the highs. Cherry on t...
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20.11.25 - 08:30
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Global markets 2026: India shines in Goldman Sachs AM′s emerging markets outlook (Times of India)
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Goldman Sachs Asset Management highlights India as a prime investment opportunity for 2026, citing robust GDP growth, resilient corporate earnings, and a burgeoning consumer base. The report emphasizes India's youthful demographic, accelerating digital transformation, and its role in global innovation, making it a compelling destination for investors seeking quality growth....
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17.11.25 - 10:54
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Global equity outlook: Goldman Sachs projects 7.7% decade returns (Times of India)
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Goldman Sachs forecasts global equities to yield 7.7% annually over the next decade, despite high valuations. This projection is supported by expected nominal growth, profitability, and shareholder payouts, with earnings growth being the primary driver. Emerging Markets are anticipated to lead returns, while the US is expected to lag....
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16.11.25 - 15:42
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Goldman Sees Brighter US Housing Outlook Taking Shape For 2026 (ZeroHedge)
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Goldman Sees Brighter US Housing Outlook Taking Shape For 2026
Conversations around the housing market this week revolved around Housing Finance Agency (FHFA) Director Bill Pulte floating the idea of 50-year mortgages, pitched by the Trump administration as a clever way to make homes more "affordable" by lowering monthly payments, expanding access, and attracting more buyers. But stretching mortgages out for roughly 65% of the average U.S. life expectancy is not affordable in the long run.
Our conversations with readers this week focused on the deepening downturn in the home improvement industry. This slide could deepen into a sharper contraction and may signal continued cooling in the housing market:
Consumer Squeeze Hits Home Renovation Spending As Leading Deck-Maker Shares Collapse
Home Improvement Downturn Flashes Red For Housing Market
For more color on the housing market, we turn to Goldman Sachs Managing Director Kate McShane, who told clients Thursday the housing ba...
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10.11.25 - 13:31
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US Senate Advances Plan to End Government Shutdown; AI Doubts on TSMC Sales | The Pulse 11/10 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Sophie Huynh, BNP Paribas Asset Management; Michele Della Vigna, Goldman Sachs; Berthold Schmidt, Trumpf CTO (Source: Bloomberg)...
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