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21.11.25 - 18:19
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Goldman′s 2026 Outlook in a Volatile Market (Bloomberg)
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Goldman Sachs Asset Management is out with its 2026 Outlook — and the message is clear: finding catalysts amid complexity. From shifting central bank policies to AI, trade realignments, and geopolitical risks, Goldman sees a dynamic investment backdrop that demands active management and diversification. Greg Calnon, Goldman Sachs Asset Management Global Co-Head of Public Investing joined Bloomberg Open Interest to talk about the bank's outlook. (Source: Bloomberg)...
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21.11.25 - 16:57
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Don′t Fight The Fed... But Is China Worth A Shot? (ZeroHedge)
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Don't Fight The Fed... But Is China Worth A Shot?
By Daniel Moss, Bloomberg Markets Live reporter
The idea of taking out insurance against worst-case scenarios, mostly by cutting interest rates, became a popular choice among the world's big central banks over the past quarter century. Beijing has shunned this doctrine lately. It may come with a price.
The People's Bank of China recently downplayed concerns that the world's second-largest economy is in trouble. The PBOC's latest quarterly statement emphasized long-term prospects and discouraged investors from focusing on what it sees as merely short-term hurdles. Translation: Rein in those bets on rate cuts. Goldman Sachs was among those that got the message, pushing back its forecast for the next reduction to the first quarter of 2026. Other large institutions, including Citigroup Inc., had already thrown in the towel.
It's natural that firms adjust projections to reflect what central banks are saying, as opposed to relying entir...
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21.11.25 - 15:42
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Stratospheric Warming Sparks Goldman Warning Of Looming U.S. Polar Vortex (ZeroHedge)
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Stratospheric Warming Sparks Goldman Warning Of Looming U.S. Polar Vortex
We began this week by publishing a weather note on the latest weather models, warning of an incoming winter cold blast that will sweep across parts of the Lower 48 during the holiday Thanksgiving week.
You might have noticed that the term "polar vortex" has been popping up across the news cycle in recent days, with headline volume (via Bloomberg data) surging to its highest level since early March as another cold blast is expected across the eastern U.S.
MSM headlines include:
CNN: The polar vortex is about to bring a wild weather pattern change
The Washington Post: An unusual phenomenon is likely to cause a frigid December in the U.S.
The incoming cold blast has even caught the attention of Goldman analyst Ranald Falconer, who informed clients about the incoming Arctic blast across the eastern and central U.S. for the next two weeks:
On the gas and PMI power front, Henry Hub sold off into the clo...
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21.11.25 - 15:12
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AI Boom May Be Priced in, Says Goldman Sachs—Is a Worse Pullback on the Way? (24/7 Wall St.)
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Tune into your favorite financial television channel these days, and you're bound to get at least a handful of reasons to sell amid the recent pick-up in volatility. With Goldman Sachs (NYSE:GS) recently noting the possibility that most of the AI boom may already be priced into the stock market, there seems to be serious ... AI Boom May Be Priced in, Says Goldman Sachs—Is a Worse Pullback on the Way?
The post AI Boom May Be Priced in, Says Goldman Sachs—Is a Worse Pullback on the Way? appeared first on 24/7 Wall St.....
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21.11.25 - 13:33
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Futures Slide As Bitcoin Flash Crashes To April Low Ahead Of $3.1 Trillion Opex (ZeroHedge)
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Futures Slide As Bitcoin Flash Crashes To April Low Ahead Of $3.1 Trillion Opex
US stock futures continued to sink following yesterday's remarkable reversal - from +2% to -2% intraday, a move which according to Goldman has only happened 2 other times before: April 7th 2020 (after COVID crash) April 8th 2025 (after Liberation Day crash) - and broad underperformance in Asia (NKY -2.4%, HSI -2.4%, Kospi -3.8%). As of 7:15am, S&P futures were down 0.3% and Nasdaq futures slid 0.4% with a $3.1 trillion option expiration on today's calendar. Pre-mkt, Mag 7 were mixed, with Nvidia falling more than 1% in premarket trading as the biggest artificial-intelligence stocks remained under pressure. Meanwhile the collapse in bitcoin is accelerating, and after a flash crash in overnight trading, it's on pace for its worst month since the June 2022 crypto crash. Bond yields are 1-3bp lower; USD is largely unchanged. Commodities are mostly lower: oil -2.6%, Silver -3.3%. Today's we'll get the global fl...
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21.11.25 - 02:12
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U.S. Stocks Decline As Nvidia Rally Fades and Bubble Fears Return | The Close 11/20/2025 (Bloomberg)
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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 JP Morgan's Mike Feroli, Vanguard's Ryan Barksdale and Wellington Management's Kim Gailun, Portal Innovations's John Flavin, Alex Mill's Mickey Drexler, Goldman Sachs Asset Management's Elizabeth Burton, LSEG's Jharonne Martis, Apollo Global Management's Torsten Slok, Fundamentalco's Jenna Lyons and Jonny Bauer, T-Mobile's Srini Gopalan. (Source: Bloomberg)...
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