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07.01.26 - 18:48
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Discord Is Said to File Confidentially for IPO (Bloomberg)
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Discord Inc. filed confidentially for an initial public offering, according to people familiar with the matter. The chat app company is working with Goldman Sachs Group and JPMorgan Chase on a listing, people familiar with the plans said. Bailey Lipschultz has more on "Bloomberg Markets." (Source: Bloomberg)...
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07.01.26 - 15:36
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Goldman Sees Middle Class "Outperforming", Yet K-Shaped Economy Persists (ZeroHedge)
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Goldman Sees Middle Class "Outperforming", Yet K-Shaped Economy Persists
All of Goldman's 2026 global outlooks across macroeconomics, markets, and the consumer were rolled out Monday for Premium and Pro readers, offering more visibility for how the firm's top desks are viewing this year.
In this note, we focus more closely on the consumer outlook, where Goldman expects middle-income households to outperform while lower-income consumers remain under pressure, reinforcing the view that the K-shaped economy is alive and well.
For 2026, Goldman Sachs Managing Director Kate McShane said her economists expect faster disposable personal income growth as tariff-related inflation subsides and President Trump's One Big Beautiful Bill (OBBB) takes effect, particularly benefiting middle-income households, while easier monetary policy and lower household obligations support borrowing and mortgage equity withdrawals.
"Ultimately, we expect these factors to drive an acceleration in discretionary cash infl...
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07.01.26 - 09:36
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China stocks to see 20% upside on AI boom, global expansion: Goldman (SCMP)
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China stocks are forecast to continue expanding in 2026, as equity gains are set to be driven more by earnings growth rather than increased valuation, according to Goldman Sachs, which correctly predicted the market's bull run last year.
The MSCI China Index of both yuan-traded stocks and Chinese companies trading in Hong Kong and the US would potentially see a 20 per cent surge this year, while the CSI 300 Index that tracks the mainland-listed equities was projected to increase 12 per cent,......
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06.01.26 - 17:54
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Goldman Sachs Warns US Grids Face Power Crunch by 2030 (Bloomberg)
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Almost all US power grids will lack critical spare capacity by 2030 as demand surges to supply data centers, with bottlenecks threatening to hand China an edge in the artificial-intelligence boom, according to an analyst at Goldman Sachs Group Inc....
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