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09.07.26 - 04:42
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Goldman Sachs forecasts 50% jump for battery giant CATL′s shares as energy storage takes off (SCMP)
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Contemporary Amperex Technology Co Limited (CATL) will see 50 per cent growth in its share price to a record high over the next 12 months, as it benefits from rising demand for energy independence, according to Goldman Sachs.
The Wall Street investment bank expected CATL's battery energy storage system business to be its next value-creation engine, though the market is viewing the business more for its potential to increase battery volumes.
“We see a strategic integration push that can lift......
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08.07.26 - 20:30
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Hedge Funds Are Selling Tech Stock Hand Over Fist. Is the 2026 Melt-Up On Its Last Legs? (24/7 Wall St.)
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Hedge funds have net-sold U.S. technology stocks for four straight weeks, with semiconductor and hardware names at the center of the unwind, according to Goldman Sachs prime brokerage data cited by Reuters. The AI signal is cautious, not abandonment: sophisticated traders appear to be trimming crowded chip winners after a major run, even as semiconductor ... Hedge Funds Are Selling Tech Stock Hand Over Fist. Is the 2026 Melt-Up On Its Last Legs?...
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08.07.26 - 19:24
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Marcus by Goldman Sachs Savings, Reviewed (24/7 Wall St.)
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Marcus by Goldman Sachs (NYSE:GS) is the consumer banking arm of a Wall Street investment bank. Its flagship product is a plain online high yield savings account with no fees, no minimum balance, and no branches. It suits savers who want a straightforward place to park cash at a competitive rate and do not need ... Marcus by Goldman Sachs Savings, Reviewed...
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08.07.26 - 15:54
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Goldman Sachs Sees a $2 Trillion Opportunity in Private Markets (24/7 Wall St.)
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Goldman Sachs (NYSE:GS) is chasing a private markets opportunity measured in the trillions, and the firm has put a hard number on how much of it it wants to own – $750 billion in alternative assets under supervision by 2030. That target sits inside a private credit landscape CEO David Solomon sized on the Q1 ... Goldman Sachs Sees a $2 Trillion Opportunity in Private Markets...
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08.07.26 - 13:06
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Prospective Homebuyers Face Another Year Without Affordability Relief (ZeroHedge)
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Prospective Homebuyers Face Another Year Without Affordability Relief
Goldman economist Ronnie Walker has some bad news for prospective homebuyers: while the housing market appears soft but broadly stabilizing, affordability pressures are unlikely to abate anytime soon.
Walker expects mortgage rates to remain elevated through next year, while national home prices are still forecasted to rise modestly. That means buyers waiting for a price correction or lower rates may be disappointed, as the market remains locked in an ultra-low-turnover environment where high borrowing costs, limited affordability, and sticky prices keep many folks on the sidelines.
"We expect housing demand to remain tepid," Walker wrote in the note. He pointed out that the 30-year fixed mortgage rate is likely to fall marginally to 6.43% by year's end and hover around 6.3% for 2027.
Here's more context from Walker about the US housing market and his mid-year outlook into next year:
Residential investment falte...
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