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03.12.25 - 03:18
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Dr Reddys, Titan & more: Top stocks to buy on December 3 — Check list (Times of India)
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Leading financial institutions are bullish on select Indian stocks. HSBC recommends Dr Reddy's Labs for its semaglutide prospects, while Goldman Sachs sees strong growth for Titan's jewellery and other ventures. Bernstein is optimistic about Trent's recovery, and CLSA highlights Power Grid Corp's strategic entry into battery storage. ITC faces potential tax uncertainty....
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02.12.25 - 16:12
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Copper Hits Record High; Goldman Warns A "Circular Melt-Up" Is Now Driving Global Market (ZeroHedge)
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Copper Hits Record High; Goldman Warns A "Circular Melt-Up" Is Now Driving Global Market
Copper futures on the London Metal Exchange broke out of the post-Thanksgiving trading range and into record-high territory on a massive tariff-driven scramble for supply.
Copper jumped nearly 1% on the LME to $11,294.50/ton, while Comex futures surged 1.6%, blowing out the US-London spread as traders scramble to rush metal into the U.S. ahead of potential Trump-era import tariffs.
The arbitrage continues to pull supply from the rest of the world into the U.S., compounding a year already plagued with unexpected mine outages and tightening fears.
Goldman's commodity specialist, James McGeoch, commented on this dynamic, calling it a "circular melt-up":
Post Thanksgiving – breakout in Copper: Have been watching LME, that $11,100 level, now 3 times, it's felt like a coiled spring, we have seen it in precious this year (Gold, Silver, PGM's), so why not pivot to the Doctor. As we do jus...
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02.12.25 - 15:24
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Milliardendeal: Goldman Sachs schluckt ETF-Anbieter - ETF-News (Fondscheck)
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Wien (www.fondscheck.de) - Die US-amerikanische Großbank Goldman Sachs übernimmt Innovator Capital Management, einen Anbieter börsengehandelter Fonds (ETFs), so die Experten von "FONDS professionell".
Die Großbank zahle 2 Milliarden US-Dollar, hätten die Gesellschaften mitgeteilt. Das US-Haus Innovator habe rund 150 ETFs auf den Markt gebracht und verwalte ein Vermögen von 28 Milliarden US-Dollar. [mehr]...
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02.12.25 - 09:54
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Europe Still Has Good Value, Goldman′s Bell Says (Bloomberg)
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Sharon Bell, senior European equity strategist at Goldman Sachs, says Europe still offers "good value versus the US" even if the valuation gap has narrowed. Bell also says quality stocks on both sides of the Atlantic have generally underperformed this year and will be hit further should the dollar "continue to come down." (Source: Bloomberg)...
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02.12.25 - 08:33
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Siemens Energy: Goldman hebt den Daumen (Der Aktionaer)
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Bei Siemens Energy überbieten sich die Analysten weiter mit immer höheren Kurszielen. Nach starken Wochen setzt nun Goldman Sachs den nächsten Akzent und schraubt das Ziel deutlich nach oben. Warum die Neubewertungsstory damit neue Fahrt aufnimmt – und was jetzt für Anleger zählt....
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02.12.25 - 05:36
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Die beste Bank der Schweiz ist? Goldman Sachs (NZZ)
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Die Amerikaner dominieren das globale Investment Banking, nun wollen sie die Vermögensverwaltung erobern, auch in der Schweiz. Was die Wall-Street-Banker besser machen als die Schweizer Bankiers. Eine Innenansicht....
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01.12.25 - 21:42
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Why Goldman Sachs Is Buying ETF Issuer Innovator Capital (Bloomberg)
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Bryon Lake, Goldman Sachs Asset Management partner and chief transformation officer, explains why the company is paying $2 billion to buy Innovator Capital Management. Innovator specializes in defined-outcome ETFs, which seek to limit investors' downside risk in exchange for capping upside potential. (Source: Bloomberg)...
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01.12.25 - 14:06
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Black Friday Turnout Solid: Goldman, UBS Highlight Decent Start To Holiday Spending Season (ZeroHedge)
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Black Friday Turnout Solid: Goldman, UBS Highlight Decent Start To Holiday Spending Season
Heading into Black Friday and Cyber Monday, there were mounting concerns about consumers, especially lower-tier ones - a cohort we've repeatedly warned as facing tough times. But early shopping data from this past weekend from Goldman and UBS suggest that, in aggregate, consumers held up better than feared.
Goldman's top sector specialist, Scott Feiler, penned a note to clients earlier that "U.S. consumer does continue to show up for events, this Black Friday included. After all, Adobe did say Friday and Saturday both came in above their forecasts."
A long line of cars formed near a freeway exit in Dublin, California on Friday as shoppers flocked to score Black Friday deals at the San Francisco Premium Outlets. pic.twitter.com/1Bqy64MTKT
— CBS News (@CBSNews) November 28, 2025
Feiler cited high-frequency data from Mastercard SpendingPulse, Adobe Analytics, Salesforce, and internal sour...
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