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02.07.26 - 18:54
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Airlines Get a Wall Street Lift as Goldman, TD Cowen Raise Targets on Delta, United, Southwest, American (24/7 Wall St.)
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Wall Street sent a coordinated bullish signal to the airline sector as Goldman Sachs analyst Catherine O'Brien and TD Cowen analyst Tom Fitzgerald raised their price targets across most major U.S. carriers. Goldman lifted its targets on shares of Delta Air Lines (NYSE:DAL), United Airlines (NASDAQ:UAL), Alaska Air Group (NYSE:ALK), American Airlines (NASDAQ:AAL) and JetBlue ... Airlines Get a Wall Street Lift as Goldman, TD Cowen Raise Targets on Delta, United, Southwest, American...
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02.07.26 - 15:15
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US Adds Only 57K Jobs, Missing Estimates, As Unemployment Rate Slides On Plunge In Workers (ZeroHedge)
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US Adds Only 57K Jobs, Missing Estimates, As Unemployment Rate Slides On Plunge In Workers
In our jobs preview post we quoted Goldman Delta One head, Rich Privorotsky, who said that "equities marginally want something weaker than consensus: with no forward guidance, hot NFP means hikes in play, which is unfriendly for pockets of equity risk." Well, they got it because moments ago the BLS reported that in June the US added just 57K workers, half the 113K expected, and the worst monthly print since the big February drop.
Except for an outlier 25K forecast from Citi, the jobs print was below all forecasts, a 2 sigma miss to estimates.
And yes, negative revisions are back:
April jobs revised down by 31,000, from +179,000 to +148,000
May jobs revised down by 43,000, from +172,000 to +129,000.
With these revisions, employment in April and May combined is 74,000 lower than previously reported as Trump once again goes back to using the Biden playbook.
Remarkably, while the number of p...
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02.07.26 - 12:54
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Goldman Sachs baut ETF-Geschäft aus und setzt auf aktive Strategien - ETF-News (Fondscheck)
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Wien (www.fondscheck.de) - Die Fondseinheit der US-Großbank Goldman Sachs will ihr Geschäft mit börsengehandelten Fonds (ETFs) ausbauen und setzt dabei besonders auf aktive Strategien, so die Experten von "FONDS professionell".
Dies habe Bryon Lake, Partner bei Goldman Sachs Asset Management, im Interview mit "FONDS professionell" gesagt, das in Ausgabe 2/2026 erschienen sei. [mehr]...
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02.07.26 - 07:12
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What′s Behind The Plunging Won And Sudden Liquidity Collapse In Korean Markets (ZeroHedge)
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What's Behind The Plunging Won And Sudden Liquidity Collapse In Korean Markets
South Korea's won weakened for a fourth day as overseas investors accelerated their relentless sales of local stocks.
In response, USD/KRW rose 0.1% to 1,552.60, extending its four-day gain to 1.2% (i.e. KRW drop).
According to Barclays, pressure from both resident outflows and more recently in the case of Korea, heavy foreign outflows, could pose further headwinds even as exports performance remains robust and domestic equities extend their bubble.
Let's take a closer look at what's driving the key moves in Korea.
Why was USDKRW higher?
Other than stronger USD, Goldman has been highlighting that rebalancing related equity outflow has been the dominating factor. Equity outflow from Jun 22nd till month-end amounted to US$18bn, bringing total Jun equity outflow to US$30bn. This follows the US$27bn outflow observed in May. As of today, Samsung and Hynix are 32% and 30% of MSCI Korea respectively, which are 7% and...
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01.07.26 - 15:00
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Will Budweiser Brewing′s China sales improve on back of AB InBev′s World Cup sponsorship? (SCMP)
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Subdued demand in China is likely to have weighed on Budweiser Brewing APAC's second-quarter sales, according to analysts, but the ongoing Fifa World Cup might provide a brighter start to the third quarter.
Citing information from investor relations personnel at Belgian beer giant Anheuser-Busch InBev's Asian subsidiary, Goldman Sachs analysts said in a report issued on Monday that Budweiser Brewing believed weak catering traffic remained the biggest headwind in China, with nightlife sales......
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