The market’s in reflation mode. Goldman Sachs says replacing bonds works in times like this.
Markets have priced in the strongest reflationary environment in at least 24 years. Here’s what Goldman Sachs says worked ...
'More free markets, less harsh oversight': Donald Trump's win is about to boost banks in a big way
Donald Trump has unambiguously positioned himself as a pro-business slasher of red tape. As he prepares to return to the ...
SCHG: Best Of Both Worlds When Paired With SCHD
SCHG offers exposure to leading large-cap companies that are best aligned to benefit from increased demand for AI. Read why I ...
Trump tariff threat looms large on several Asian countries — not just China — says Goldman Sachs
Donald Trump's recent victory is likely to see looming tariffs on China — but it may not be the only country subject to ...
Virtual Assets Lab (VAL.com) Announces Next-Generation Stablecoin Management and Wallet Platform
Virtual Assets Lab, AG ( VAL.com) is pleased to announce the launch of its next-generation stablecoin management and wallet ...
U.S. News & World Report6h
Analysis-RBNZ's Unusually Long Summer Break Argues for Extra Insurance on Rates
Worryingly, there were clear signs young people were quitting the workforce, discouraged by a dearth of vacancies. Goldman ...
Mizuho Suspends Rating on Super Micro Computer, Inc. (SMCI) Amid Uncertainties Over Financial Transparency and Nasdaq Approval
We recently compiled a list of the 10 AI News and Ratings Investors Should Not Miss. In this article, we are going to take a ...
Transcript: Karen Pierce on "Face the Nation with...
The following is a transcript of an interview with Karen Pierce, British ambassador to the U.S., on "Face the Nation with ...
Bond Market on Risky Path as Traders Regroup From Wild Week
The bond-market selloff unleashed by Donald Trump’s presidential victory last week ended almost as quickly as it began. Most ...
Wall Street economists see risks from Trump tariffs, rewards from deregulation
Analysis of the potential impact of Trump's policies on growth and the stock market, including tariffs, tax cuts, and ...
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HEDGE FLOW Hedge funds pile into banks, dump green energy post US election, Goldman Sachs says
LONDON, Nov 11 (Reuters) - Hedge funds snapped up bank stocks at the quickest clip in three years while taking bets against ...
It pays off to replace bonds in reflationary environments, says Goldman Sachs
During previous reflationary regimes over the past 20 years, it’s paid off to replace the bond component of 60/40 portfolios with alternatives, say Goldman Sachs strategists led by Andrea Ferrario. Th ...