Goldman Sachs
@GoldmanSachs
Official account for Goldman Sachs. The latest insights, analysis, and news from across the firm.
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"Right now, the level of defaults is relatively healthy by historical standards."
Vivek Bantwal, @GoldmanSachs co-head of private credit, delivers his latest outlook and says he's not seeing any systemic issues:
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AI and technology stocks are driving equities higher, but rising inflation now suggests a more deliberate approach to portfolio construction. On Goldman Sachs Exchanges, Christian Mueller-Glissmann of Goldman Sachs Research and Alexandra Wilson-Elizondo of Asset Management discuss why:
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.@McLarenF1's @LandoNorris and @ZBrownCEO joined Talks at GS to share how their success is built from a culture of constant improvement—rewarding marginal gains in the pursuit of perfection. Watch the full conversation:
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“If you’re a CEO, and you’re in your 50s, you kind of know what to do—you’ve got expert advice. If you’re in the NFL Draft, and you just signed a $50 million contract at 21 years old, you might not have that expertise. That’s what we wanted to solve for.”
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While AI is enabling more sophisticated data analysis in the quantitative investment space, it is also creating new inefficiencies. On the Goldman Sachs Exchanges podcast, Osman Ali, global co-head of Quantitative Investment Strategies in Asset Management, discussed his observations:
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The oil market has adjusted to the current state of the Iran conflict, but prices could fluctuate depending on how ongoing negotiations progress, according to Jerome Dortmans, co-head of Global Oil and Products Trading in Goldman Sachs Global Banking & Markets. He discusses his outlook for near-term price action:
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Are more record highs ahead for the S&P 500? Brian Garrett, head of equity execution on the Cross Asset Sales desk in Global Banking & Markets, separates the signal from the noise.
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This week's megacap tech earnings suggest that the AI trade remains intact, according to Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets:
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The Iran conflict could reshape monetary policy under Fed nominee Kevin Warsh, according to Rob Kaplan, Goldman Sachs vice chairman and former Dallas Fed President. He shared his outlook on Exchanges:
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Nature underpins over $13 trillion in economic value—yet the data needed to reliably inform investment decisions doesn't exist at the quality or speed markets demand. Outlined in our recent report "AI for Biodiversity Measurement: Advancing Nature Finance", Goldman Sachs and the MIT-IBM Watson AI Lab explore how AI could drive better biodiversity data to help enhance business, financial, and regulatory decision-making.
Read the report:
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"We would expect that capex is maybe revised up slightly, but not meaningfully."
Greg Calnon, @GoldmanSachs head of public investing, sets the stage as we get set for a big slate of mega-cap tech earnings this afternoon:
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Despite increasing the net unemployment rate, AI is estimated to have grown employment in sectors where the technology augments human labor, according to Goldman Sachs Research. Read more:
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The private credit market has quadrupled over the last decade, and recent requests for fund withdrawals by some retail investors are driving concerns about the sector. According to Amanda Lynam, chief credit strategist for Goldman Sachs Research, these fears may be overdone. One chart tells the story.
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Goldman Sachs Global Banking & Markets projects global M&A volume to surge in 2026, driven by an AI “innovation supercycle” and a backlog of private equity exits. Read more:
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Kunal Shah, co-CEO of Goldman Sachs International and co-head of FICC, told BI about Europe's tech ecosystem, AI, and the bank's Middle East presence.
Farallon Capital's Nicolas Giauque joins Goldman Sachs Exchanges: Great Investors to discuss the evolving credit landscape and the transformative role of AI:
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As small-cap stocks rally for the first time in years, where should investors look for the best opportunities? Greg Tuorto, head of the US Small and SMID Cap team in Goldman Sachs Asset Management, discusses:
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Cybersecurity firms are outperforming the broader US software sector, according to Goldman Sachs Research—with their stocks trading at more than a 20% premium when measured by enterprise value to forward sales. Read more:
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Daan Struyven of Goldman Sachs says oil bottlenecks and supply chain logistics related to the Strait of Hormuz put the global oil market on track to reach the lowest-ever level for global visible inventories
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Higher energy prices driven by the conflict in Iran are expected to negatively affect Europe's manufacturing sector, though the impact is not expected to be as severe as the 2022/23 energy crisis, according to Goldman Sachs Research. Sign up for our weekly newsletter, Briefings, for more insights:
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