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01.09.26 - 18:45
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"Worse Under The Hood": Goldman Warns Consumer Stocks Cracking As Hedge Fund Exposure Tanks (ZeroHedge)
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"Worse Under The Hood": Goldman Warns Consumer Stocks Cracking As Hedge Fund Exposure Tanks
With the US national average for gasoline above the politically sensitive $4-per-gallon level and the University of Michigan Consumer Sentiment Index signaling waning household confidence as summer enters its final innings, pressure is building across the consumer complex.
Goldman Sachs' Scott Feiler warned Tuesday that consumer stocks have suffered several difficult weeks of underperformance, while investor exposure to the sector has collapsed to multi-year lows.
Feiler explained:
Worse Under the Hood: Consumer stocks have had a tough run the last few weeks. The Retail group was -6.5% in August and underperformed the market by over 5%. It has felt a bit worse than that under the surface, given many of the historically owned/quality/growth names have seen sell-offs of 10% to 50%. A list of 10 of these stocks and a few tactical thoughts on each are below...
More importantly, Feiler cited Goldman's prim...
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01.09.26 - 07:36
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Goldman Sachs′ Sneader on Business Strategy (Bloomberg)
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Kevin Sneader, APAC ex-Japan President at Goldman Sachs, speaks to David Ingles about the bank's business in the region from the sidelines of the "Goldman Sachs Asia Leaders Conference." (Source: Bloomberg)...
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01.09.26 - 07:36
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Goldman′s Kaplan: Would Lean Toward Raising Rates (Bloomberg)
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Robert Kaplan, Vice Chairman at Goldman Sachs, says he would be raising interest rates in September assuming there aren't any surprises, though he would strive to keep an open mind. He speaks with David Ingles on the sidelines of the Goldman Sachs Asia Leaders Conference. (Source: Bloomberg)...
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