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15.04.26 - 16:01
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Ölpreisprognosen: Gewinne jetzt mitnehmen!? (Ariva)
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Die Ölpreise stehen auf der Kippe. Goldman Sachs warnt vor großen Risiken. Wie sich die geopolitische Lage im Nahen Osten und die Blockade der Straße von Hormus auswirken! Goldman Sachs hat sowohl Aufwärts- als auch Abwärtsrisiken für seine Rohölprognosen für 2026 genannt. Die Bank geht von einem Durchschnittspreis von 83 US-Dollar pro Barrel für Brent und 78 US-Dollar für West Texas Intermediate (WTI) aus. Ein großes ......
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15.04.26 - 16:01
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Pimco Bond Purchase Signals Possible Thaw in Private Credit Winter (Bloomberg)
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Bloomberg's Bruce Douglas discusses the recent developments in the private credit market, highlighting significant institutional activity. Pimco's purchase of $400 million in investment-grade private credit assets at a yield of approximately 6.5% signals renewed confidence. This contrasts with a larger $750 million bond deal by Goldman Sachs offering a lower spread of around 2.5% over Treasuries, reflecting different risk and liquidity profiles. (Source: Bloomberg)...
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15.04.26 - 14:27
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Kering And Hermès Sink As War Batters Earnings; Goldman Warns Luxury Dip-Buying Is "Premature" (ZeroHedge)
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Kering And Hermès Sink As War Batters Earnings; Goldman Warns Luxury Dip-Buying Is "Premature"
Goldman's Natasha de la Grense summed it up well this morning: "Money was waiting on the sidelines to buy luxury for a de-escalation play – that feels premature with three misses in three days."
Disappointments from Kering and Hermès, both of which fell short of analyst estimates, reinforced the view that the industry of fine wine, overpriced shirts, shoes, belts, and designer bags, is not yet out of the woods and sent the Goldman Sachs EU Luxury Goods Index (GSXELUXG) down more than 4%.
Gucci's turnaround appears to be faltering, with first-quarter revenue plunging 8% - nearly double the expected decline as the US-Iran conflict hit Middle East demand and tourism.
The conflict started late in the first quarter, resulting in an 11% sales drop in the Middle East (about 5% of revenue) and shaving roughly 1 percentage point off Kering's overall sales.
Shares of Kering i...
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15.04.26 - 13:31
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Goldman Highlights Global Nuclear Progress Across SMRs And The Fuel Chain (ZeroHedge)
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Goldman Highlights Global Nuclear Progress Across SMRs And The Fuel Chain
March saw the submission of multiple construction permits for new reactors, while new designs like India's thorium reactor, obtained their first criticality. Microreactors in the US also progressed through DOE regulatory pathways as they approach a criticality deadline in July.
Last month also saw multiple headlines in the US across the nuclear fuel chain. Uranium pricing in the spot market was relatively flat after the significant pullback in February. GS updated their uranium supply demand model to account for some of the latest updates resulting in a continued gross mismatch over the next couple decades.
These nuclear industry updates come in a time of great power competition in the form of an AI race between China and the US. Constellation Energy's CEO Joseph Dominguez recently stated the US is "very behind" China in the race to build up energy to feed AI data centers.
Taking into account the fact th...
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14.04.26 - 19:00
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Goldman Sachs Analysts Cut Their Forecasts After Q1 Results (Benzinga)
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Goldman Sachs Group Inc (NYSE:GS) reported strong Q1 earnings, beating analyst estimates. CEO highlights demand for execution and advisory services.
Latest Ratings for GS
DateFirmActionFromTo Feb 2022Wells FargoDowngradesOverweightEqual-Weight Feb 2022Morgan StanleyMaintainsEqual-Weight Jan 2022Odeon CapitalDowngradesBuyHold
View More Analyst Ratings for GS
View the Latest Analyst Ratings
Importance Rank:
1
read more...
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14.04.26 - 16:06
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Ford Gets a Rare Double Upgrade From Goldman Sachs and UBS: Is a Major Comeback in the Cards? (24/7 Wall St.)
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Ford Motor (NYSE:F) is drawing fresh attention from two major Wall Street firms. UBS upgraded F stock to Buy from Neutral, while Goldman Sachs trimmed its price target but kept a Neutral rating. Together, the calls frame a stock at a crossroads: real earnings power building beneath the surface, with near-term headwinds still in play. ... Ford Gets a Rare Double Upgrade From Goldman Sachs and UBS: Is a Major Comeback in the Cards?...
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