Goldman Sachs
@GoldmanSachs
Official account for Goldman Sachs. The latest insights, analysis, and news from across the firm.
10 Following 1.1M Followers
Magnificent Seven returns have moderated following their outperformance of the last few years, but other S&P 500 stocks have kept the index steady, according to Matthew Weir in Goldman Sachs Wealth Management’s Investment Strategy Group. One chart tells the story.
Show more
NEWS: NVIDIA is partnering with @apolloglobal, @BlackRock, @blackstone, @brookfield, @GoldmanSachs and @KKR_Co to establish AI compute infrastructure financing platforms to mobilize over $500B of third-party capital.
Read the release:
Show more
Tech companies have been turning to bond markets to raise money for the AI buildout at an unprecedented scale. How will this wave of borrowing reshape credit markets? Listen to the discussion:
Show more
What could shifting energy prices mean for interest rates and US Treasury yields? Ashok Varadhan, co-head of Global Banking & Markets, shares his outlook:
Show more
Geopolitical alignment can significantly impact global economic growth, and rising fragmentation in the past decade has cut close to 1% cumulatively from global GDP. Read more from Goldman Sachs Research:
Show more
“We've had very consistent and significant earnings growth which is propelling markets,” says Goldman Sachs President & COO John Waldron. “That's ultimately the most important fundamental driver.”
Show more
Investment portfolios may be too exposed to technology companies and insufficiently protected against inflation, according to Goldman Sachs Research. Read more:
Critical minerals and rare earths are essential to the energy and AI sectors—driving dealmaking, institutional investments, and US government partnerships. Read more from Goldman Sachs Global Banking & Markets:
Show more
US IPO issuance has surged to record highs in 2026, raising concerns over late-cycle market dynamics and equity supply absorption.
Jay Ritter of The IPO Initiative at the University of Florida’s Warrington College of Business (@UF) and Owen Lamont of Acadian Asset Management discuss their views about recent investor apprehensions over the record issuance on Exchanges: Top of Mind:
Show more
"I think the ball's in his hands," says Fmr. Dallas Fed Pres. Robert Kaplan of Kevin Warsh ahead of the central bank's rate decision. "The committee's not going to push him to raise rates."
Show more
The UK and EU will launch consolidated tapes of stock market data, which will likely bolster their equity markets, according to Goldman Sachs Global Banking & Markets.
“This transparency will show that our markets are far more liquid than people realize, encouraging greater global investment in the region.” —Eleanor Beasley, global head of equity market structure and chief operating officer for EMEA equities
Read more:
Show more
Higher inflation and interest rates, rising government debt, and geopolitical fragmentation have helped enable a new investing regime that could favor capital-intensive companies, according to Peter Oppenheimer, chief global equity strategist in Goldman Sachs Research. Read more:
Show more
From becoming one of the youngest partners at Goldman Sachs to leading @TPG as CEO, Jon Winkelried has navigated some of the most significant shifts in finance over the past three decades. On Talks at GS, he reflects on the lessons that shaped his career and TPG's evolution into one of the world's leading alternative asset management firms:
Show more
Despite recent tech stock selloffs, are hedge funds still fundamentally bullish on AI? Vincent Lin, co-head of Prime Insights and Analytics in Global Banking & Markets, discusses his observations of the hedge fund industry:
Show more
The US growth outlook for the second half of the year remains strong, but has eased slightly from the start of the year, according to David Mericle, Goldman Sachs chief US economist. He discusses the factors shaping the US economic outlook.
Show more
This year's M&A momentum has been fueled by companies pursuing new AI capabilities and infrastructure investments. Read the 2H M&A Global Outlook from Goldman Sachs Global Banking & Markets for what could shape the dealmaking landscape through the second half of the year:
Show more
US small-cap stocks may be poised for an ongoing rally, after finishing the first half of the year with their largest outperformance compared to the S&P 500 since 2003, according to Greg Tuorto of Asset & Wealth Management. One chart tells the story.
Show more
Ken Griffin, founder and CEO of Citadel, joins Goldman Sachs Exchanges: Great Investors to share his view on why, in a world of AI, an ability to identify companies driving transformative change will set top portfolio managers apart.
Show more
Are more gains ahead for stocks in emerging markets? Katherine Bordlemay of Goldman Sachs Asset Management separates the signal from the noise.
Where can investors find opportunities as single-stock volatility increases? Brian Garrett, head of equities on the Cross Asset Sales desk in FICC & Equities, discusses on The Markets:
Show more
