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02.11.26 - 03:48
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Down Under, Going Under: Australian Housing Implodes As RBA Hikes Into The Slump (ZeroHedge)
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Down Under, Going Under: Australian Housing Implodes As RBA Hikes Into The Slump
For three decades, the one trade every Australian knew by heart was "buy property in Sydney." Now it's disintegrating.That's the gist of a Bloomberg feature from this summer, titled "One of the World's Longest Housing Booms Is Cracking in Sydney," which at the time read like a slightly alarmist look at a market that was "only" 3.6% off its peak. Two months, one rate hike and a whole lot of downward revisions later, it reads more like the opening chapter. According to the October Cotality data released just hours ago, capital-city prices fell another 1.4% last month and are now 8.1% below their March peak, with Sydney down 9.4% from a year ago. That's already most of the way to Goldman's latest peak-to-trough forecast of -12% (cut for the second time in two months), which would be a historically large drop for a country where housing is, well, basically the economy.And the Reserve...
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01.11.26 - 22:24
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Beijing To Convene Stock Market Rescue Meeting As Plunge Protection Goes Into Overdrive (ZeroHedge)
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Beijing To Convene Stock Market Rescue Meeting As Plunge Protection Goes Into Overdrive
About one week ago, we wrote about China's version of the Plunge Protection Team going into overdrive as Beijing moved to stabilize equities amid an imploding AI trade. Bank of America's Michael Hartnett, BNP Paribas, and Goldman Sachs all pointed to signs of renewed state-backed market support.Fast forward to Sunday: Bloomberg cites local news outlets saying China's central bank, securities regulators, and some securities firms and funds will meet Monday to review ways to boost a relending program that finances share buybacks and stake increases.The combination of China's PPT and Beijing's search for creative tools to boost stock prices follows the CSI 300 Index's October plunge into a bear market, which fell 8.5% and dropped for a record 12 straight weeks. Last month's decline was the steepest since early 2016.Beijing's pain point has certaintly emerged. Hartnett's latest Flow Show, "Enter the Dr...
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30.10.26 - 20:48
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Goldman Sachs Said Buy a Year Ago. This Stock Went on to Lose 61%. (24/7 Wall St.)
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On October 29, 2025, FMC (NYSE:FMC) reported third-quarter results with the stock at $25.68. By the next day's close it had fallen to $15.53. Then on November 3, Goldman Sachs cut its price target from $43 to $19, a 55.8% reduction, and kept its Buy rating. Since the October 31, 2025 close, FMC has lost […]...
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30.10.26 - 18:57
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Beyond The AI Massacre: S&P500 Ex-AI Stocks Head For Best Month Since 2022 (ZeroHedge)
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Beyond The AI Massacre: S&P500 Ex-AI Stocks Head For Best Month Since 2022
The AI trade was crushed Friday morning, with the Nasdaq 100 tumbling 3% and the S&P 500 down 1.5%. Intel suffered its steepest intraday decline on record as AI-led selling deepened this week's tech rout.GS Broad AI US Index, Goldman Sachs' basket of US-listed stocks exposed to AI, sank 4.7%. Meanwhile, the equal-weighted S&P 500 gained about 1.2%, a sharp divergence beneath the surface that suggests losses remained heavily concentrated in large-cap tech and AI-related stocks.The S&P 500's best-performing sector this morning has been consumer staples, up 1.64%, as the index briefly hit a new record ahead of lunchtime in New York. The S&P 1500 Consumer Staples Index rose as much as 2.3%, giving up some of those gains as 1100 ET approached. Colgate-Palmolive and Mondelez International led the advance.Colgate-Palmolive rose as much as 5.5% in premarket trading and was up 2.5% in cash sessio...
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30.10.26 - 08:15
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M&A-Deals: LEG, BASF, Datagroup (Finance Magazin)
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Goldman Sachs baut eine Position bei LEG auf, Datagroup trennt sich von der KMU-Tochter und BASF soll seine Offerte für Evonik erhöht haben: Die spannendsten M&A-Deals der Woche im FINANCE-Rückblick....
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30.10.26 - 06:00
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«Je volatiler die Welt wird, desto attraktiver wird die Schweiz» (Finews)
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Family Offices halten trotz geopolitischer Unsicherheit an ihren Anlagestrategien fest. Darren Allaway, EMEA-Leiter von Goldman Sachs Apex Family Office Coverage im Private Wealth Management, erklärt, weshalb Sportclubs Investoren anziehen, die USA zentral bleiben und KI die Professionalisierung von Family Offices beschleunigt....
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