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08.05.26 - 20:36
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Fed Doesn′t Need to Cut Now: Rosner (Bloomberg)
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Lindsay Rosner, head of multi-sector fixed income investing at Goldman Sachs Asset Management, and Oksana Aronov, head of market strategy for alternative fixed income at JPMorgan Asset Management, join Caroline Hyde and Emily Graffeo on "Bloomberg Real Yield." (Source: Bloomberg)...
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08.05.26 - 16:00
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US Jobs Jump 115K, Smashing Estimates; Unemployment Rate Unchanged At 4.3% (ZeroHedge)
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US Jobs Jump 115K, Smashing Estimates; Unemployment Rate Unchanged At 4.3%
In his preview of today's NFP report, Goldman's Delta One head wrote that "NFP almost feels like a sideshow at this point. You can argue weak labor data gives a Warsh led Fed enough cover to cut, but with oil and input inflation still elevated there's also an argument that a weakening labor market alongside a constrained Fed is actually the more difficult combination for risk assets." With that in mind, moments ago the BLS reported that in April the US added a red hot 115K, above the median consensus of 65K (and near the upper end of the forecast range which peaked at 133K), down from an upward revised (for once) 185K (originally 178K). This was the first back to back gain in jobs in a year.
The change in February jobs was revised down by 23,000, from -133,000 to -156,000, and the change for March was revised up by 7,000, from +178,000 to +185,000. With these revisions, employment in February and March com...
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08.05.26 - 14:12
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Magnificent 7 zu billig? Morningstar sieht den besten Einstieg seit Jahren ? Goldman Sachs warnt (Ariva)
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Tech-Aktien galten lange als teuer. Doch Morningstar sieht bei Künstlicher Intelligenz den größten Bewertungsabschlag seit Jahren. Ist das der nächste Einstiegspunkt? US-Technologieaktien rücken nach einer starken Gewinnsaison wieder in den Fokus. Laut einer Analyse von Morningstar bietet der Sektor Anlegern derzeit das beste Verhältnis von Preis und Qualität seit Jahren. In den Jahren 2024 und 2025 hatten viele Investoren vor einer möglichen ......
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08.05.26 - 11:18
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Investors Are Looking Through the Conflict, Goldman Sachs Says (Bloomberg)
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Christian Mueller-Glissmann, managing director for portfolio strategy and asset allocation at Goldman Sachs, discusses risk appetite amid US efforts to end the war in Iran. "A lot of the clients we speak to do very little in terms of taking a view on that conflict," Mueller-Glissmann tells Bloomberg Television. "They rather try to do tweaks and twists to the portfolio and focus on diversification." (Source: Bloomberg)...
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07.05.26 - 22:39
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Nvidia′s $1 Trillion Promise May Just Be The Start — Ask Goldman Sachs (Benzinga)
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Goldman raised Nvidia estimates 12% before May 20 earnings. CY26/27 EPS sit 14%–34% above consensus. The bar is high.
Latest Ratings for NVDA
DateFirmActionFromTo Mar 2022Goldman SachsReinstatesNeutral Feb 2022Summit Insights GroupDowngradesBuyHold Feb 2022MizuhoMaintainsBuy
View More Analyst Ratings for NVDA
View the Latest Analyst Ratings
Importance Rank:
1
read more...
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07.05.26 - 16:30
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Goldman Cuts ARM To Sell On Shocking Smartphone Weakness (ZeroHedge)
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Goldman Cuts ARM To Sell On Shocking Smartphone Weakness
Arm Holdings ADRs sank nearly 9% in premarket trading, on track for the largest intraday decline in almost a year, after the chip-architecture company reported softer-than-expected fiscal fourth-quarter royalty revenue tied to a slowdown in the smartphone industry, while assuring investors that data center demand can offset the slump.
During an earnings call, Wells Fargo analyst Joe Quatrochi asked Arm CEO Rene Haas:
"Clearly, data centers are very strong and accelerating, but then how do you think about consumer electronics, smartphones, et cetera?"
Haas responded:
So in terms of Q4, as we said before the quarter, we had a bit of a tough comp in that. We had a particularly strong ramp of maybe 400 [ph], a year ago, more so than what we expected this year.
As a result, you saw a bit of a slowdown in royalty revenue. As indicated by our guidance, we're expecting that to get back to the kind of 20% range by Q1.
So I would say w...
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