|
|
|
|
|
|
|
|
|
|
|
12.01.26 - 03:24
|
K-Shaped Economy Is Here To Stay As Goldman′s Consumer Dashboard Shows Growing Divide (ZeroHedge)
|
|
|
K-Shaped Economy Is Here To Stay As Goldman's Consumer Dashboard Shows Growing Divide
Higher-income consumers and asset owners have watched their wealth surge as stocks climb, fueled by the AI bubble, while housing markets levitate. Lower- and middle-income households, especially those without equity or home ownership, are facing a dangerous cocktail of sticky inflation, sluggish wage growth, and elevated borrowing costs. The result is a widening divide in the consumer economy, which economists describe as a “K-shaped economy.”
Goldman has been bullish on the consumer for 2026, with Bonnie Herzog, managing director and senior consumer analyst, recently telling clients it's time to buy nicotine, energy drink, candy, and beauty stocks. A separate Goldman note by Managing Director Kate McShane noted an "outperforming" middle class but a persisting K-shaped economy.
Given the widening divide, Goldman analyst Joseph Briggs recently told clients that the consumer is being propped up ...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
10.01.26 - 01:42
|
Stocks Rise as Payroll Growth Slows: Trump Meets Oil Executives | The Close 1/9/2026 (Bloomberg)
|
|
|
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Hartree Partners' Ed Morse, Goldman Sachs' Carly Davenport, Pipeline's Katica Roy, Gabelli Funds' John Belton, National Center for Energy's Neil Atkinson, Eurasia Group's Jon Lieber, Stord's Sean Henry, Circle's Wyclef Jean and Kash Razzaghi. (Source: Bloomberg)...
|
|
|
|
|
10.01.26 - 00:06
|
Goldman Sachs′ Best Strategies for Utilities Stocks in 2026 (Bloomberg)
|
|
|
Carly Davenport, U.S. utilities analyst at Goldman Sachs, says the firm expects increased natural gas use, fewer coal plant retirements, more nuclear power added to the grid, and continued growth in renewables. She speaks with Romaine Bostick and Katie Greifeld on “The Close.” (Source: Bloomberg)...
|
|
|
|
|
|
|
09.01.26 - 21:18
|
Traders See Minimal Chance of Jan. Rate Cut | Real Yield 1/9/2025 (Bloomberg)
|
|
|
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Goldman Sachs Asset Management Head of Multi Sector Fixed Income Investing Lindsay Rosner, RBC Capital Markets Head of US Rates Strategy Blake Gwinn, BNP Paribas Head of US Credit Strategy Meghan Robson, CreditSights Head of US IG and Macro Strategy Zachary Griffiths (Source: Bloomberg)...
|
|
|
09.01.26 - 21:12
|
Rosner, Gwinn on Jobs Report, Fed Policy, Trump′s Mortgage Bond Announcement (Bloomberg)
|
|
|
Bond traders all but wiped out their bets that the Federal Reserve would cut interest rates later this month after the unemployment rate for December fell more than expected. On "Bloomberg Real Yield", Lindsay Rosner, head of multi-sector fixed income investing at Goldman Sachs Asset Management, and Blake Gwinn, head of US rates strategy at RBC Capital Markets, speaks with Scarlet Fu about the jobs report, Fed monetary policy and President Trump's mortgage bond announcement. (Source: Bloomberg)...
|
|
|
09.01.26 - 20:42
|
′Fed Will Not Be Cutting In January′: Lindsay Rosner (Bloomberg)
|
|
|
"January is unambiguous, the Fed will not be cutting." Goldman Sachs Asset Management's Lindsay Rosner joins "Bloomberg Real Yield" to give her reaction to today's US jobs report that showed nonfarm payrolls increase by 50,000 last month after downward revisions to the prior two months. (Source: Bloomberg)...
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
