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20.09.26 - 04:54
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Foreign Capital Returns To Brazil As Goldman Clients See 20% Stock Rally If Bolsonaro Defeats Socialist (ZeroHedge)
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Foreign Capital Returns To Brazil As Goldman Clients See 20% Stock Rally If Bolsonaro Defeats Socialist
Brazil's tightening presidential race could drive a sharp repricing of local equities.
A new Goldman Sachs survey of 70 global investors found that half see at least 20% upside in EWZ, the US-listed Brazil equity ETF, by year-end if right-wing challenger Flávio Bolsonaro defeats socialist President Luiz Inácio Lula da Silva. The first round is scheduled for Oct. 4, with a potential runoff on Oct. 25.
Lula (Left); Bolsonaro (Right)
Goldman Sachs Managing Director Nelson Armbrust provided clients color on the upcoming elections in South America, which could cement a historic, once-in-a-generation rightward shift across the continent.
Related:
Brazil At A Historical Crossroads
He focused on positioning:
Flávio Bolsonaro (right-leaning candidate) is gaining momentum; polls show him tied or closing the gap in the second round.
As a reminder, pools don't adjust for the likely voter (aka:...
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19.09.26 - 10:01
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Odd Lots: Goldman′s Sykes on the 2028 Olympics Deal (Podcast) (Bloomberg)
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We're in an era of megadeals, with Goldman Sachs reporting a record year for big deal volumes as companies scramble to compete with AI. Gene Sykes has seen multiple deal cycles come and go over his multi-decade career. The co-head of mergers and acquisitions has worked on famous transactions like Comcast's purchase of Universal and Disney's buyout of Pixar. In addition to being “the most-influential M&A banker you've never heard of,” as New York magazine put it, he has also spearheaded Los A...
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18.09.26 - 19:18
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′Hike Doesn′t Change Fundamentals,′ says Cetera′s Goldman (Bloomberg)
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Gene Goldman, CIO of Cetera, reacts to the inflation expectations and overall market volatility following the Fed's rate decision by telling Bloomberg's Paul Sweeney and Scarlet Fu that it's one and done (maybe two and done), not the start of something bigger. It's insurance against sticky inflation, not a return to aggressive tightening.
Markets had priced in too much.
Federal Reserve officials failed to adequately respond to repeated warnings about the deteriorating financial condition of Silicon Valley Bank before its 2023 failure, a new draft report found, according to Fed Vice Chair for Supervision Michelle Bowman and other people familiar with the document. (Source: Bloomberg)...
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18.09.26 - 08:27
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Renk-Aktie an der Spitze – Goldman Sachs ist der Grund (Der Aktionaer)
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Die Renk-Aktie sendet nach dem jüngsten Ausverkauf ein kräftiges Lebenszeichen. Goldman Sachs stuft den Rüstungstitel von "Neutral" auf "Buy" hoch und sieht den Rückschlag als attraktive Einstiegsgelegenheit. Auf Tradegate setzt sich Renk damit an die Spitze des MDAX....
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