Hand stacking coins beside laptop stock chart, symbolizing dividend income and long-term investing. Key Points Goldman Sachs, BlackRock, and Fastenal opened 2026 with sizable dividend hikes, pushing yields into the ~2% range. The increases follow uneven 2025 stock performance—Goldman surged, BlackRock lagged despite strong revenue growth, and Fastenal posted steady gains. Among the group, analyst upside expectations skew highest for BlackRock, alongside a newly boosted dividend. Interested in The Gold ...

市场普遍预期美联储将在本周的政策会议上维持利率不变，此前美联储已计划在2025年底前连续三次降 息。因此，各方关注的焦点将是官员们是否会暗示他们计划维持利率不变多久。 高盛集团预计，美联储将在本周的议息会议上维持利率不变。该行指出，沃勒和鲍曼两位理事可能支持 这一决定，而特朗普去年刚任命的理事米兰将成为唯一持反对意见者。 高盛首席美国经济学家戴维・梅里克尔（David Mericle）在投资者报告中表示，预计美联储今年将实施 两次降息，首次降息落地6月。 美联储去年曾于9月、10月、12月三次降息，当前政策利率区间已调至3.50%-3.75%，这些举措也是美联 储在劳动力市场增长放缓、经济数据走弱背景下释放的货币宽松信号。 梅里克尔称，市场预计美联储主席鲍威尔将在此次会议上强调，此前的降息举措将助力稳定劳动力市 场，目前美联储已具备充分条件评估降息的实际效果。 安永帕特农首席经济学家格雷戈里・达科（Gregory Daco）表示，当前利率已接近中性水平，且通胀率 更接近3%而非2%的目标，未来降息的前提是，有明确证据表明通胀持续回落，或就业市场再度恶化。 "货币政策或已接近中性，这意味着未来的宽松举措将推进得 ...

冰天雪地的华盛顿是本周美联储会议的恰当背景，届时与会的央行官员们可能不会急于快速采取任何行 动。高盛的David Mericle写道："1月份的美国联邦公开市场委员会会议可能将平淡无奇。"Mericle预 计，尽管理事克里斯托弗·沃勒(Christopher Waller)和米歇尔·鲍曼有时会极力主张在2025年降息，但他们 可能会支持维持利率不变的共识决定，而理事斯蒂芬·米兰可能是唯一持异议的投票者。展望未来，高 盛的经济团队预计2026年将有两次降息，但在6月前可能不会有任何行动。 来源：滚动播报 ...

【时政新闻】 ④美股黄金股盘前走强，纽蒙特矿业涨超4%，金罗斯黄金、巴里克黄金涨超3%，盎格鲁黄金涨近2%； 【公司新闻】 ①CoreWeave美股盘前涨超10%，报道称英伟达投资20亿美元购买CoreWeave公司A类普通股； ①高盛：预计美联储本周将按兵不动，首次降息将在6月； ②俄总统新闻秘书：俄美乌三方会谈将于下周继续，暂无俄美元首通话安排； ③欧盟理事会批准俄罗斯天然气禁令； ④欧盟启动对X平台的正式调查，重点评估其内置的人工智能聊天机器人"格罗克"可能引发的风险； 【市场动态】 ①美股三大股指期货涨跌不一，截至发稿，道指期货涨0.05%，标普500指数期货跌0.02%，纳指期货跌 0.16%； ②欧洲主要股指多数下跌，截至发稿，英国富时100指数涨0.19%，法国CAC40指数跌0.2%，德国 DAX30指数跌0.06%，欧洲斯托克50指数跌0.09%； ③国际金银价格涨势不止，截至发稿，纽约期银日内大涨逾8%，报109.61美元/盎司；现货白银涨超 6%，报109.67美元/盎司。现货黄金历史首次突破5000美元/盎司大关，现涨1.7%，报5073美元/盎司； ②美国稀土公司美股盘前一度大涨60 ...

The Goldman Sachs Group, Inc. (NYSE:GS) is among the most profitable financial stocks to invest in. On January 20, RBC Capital lifted the price target on The Goldman Sachs Group, Inc. (NYSE:GS) to $1,030 from $900 and maintained a Sector Perform rating, citing “robust market conditions” that led to beat results across many of the bank’s businesses. According to the firm, the bank is a “preeminent global investment bank with a leading position in the global markets.” The Goldman Sachs Group, Inc. (NYSE:GS ...

Core Viewpoint - Despite a tumultuous start to 2026 with various policy shocks and geopolitical events, the S&P 500 index has managed to rise by 1.02% year-to-date, indicating resilience in the market [1] Market Performance - The S&P 500 index is projected to reach 7800 points in 2026, driven by a recovery in mergers and acquisitions, stock issuance activities, and a resurgence in retail and corporate buying [2] - The Russell 2000 index has outperformed the S&P 500 for 14 consecutive trading days, marking the longest streak since 1996 [1] Market Breadth Expansion - Goldman Sachs views the expansion of market breadth as a healthy sign for the U.S. stock market, with institutional investors significantly increasing their positions, particularly in healthcare and financial sectors [4][5] - The improvement in market breadth is attributed to a broader set of investment opportunities arising from enhanced economic growth prospects and favorable Federal Reserve policies, despite uncertainties surrounding the earnings outlook of large tech stocks [5] Institutional Positioning - Institutional investor positions have reached extreme levels, with total exposure at 302%, indicating a significant increase in long positions, although this may not provide upward momentum in 2026 [8] - Cash levels among asset management companies are at historical lows, suggesting a shift towards increased risk-taking in the market [8] Sector Insights - Goldman Sachs maintains a positive outlook on the transportation sector, which is benefiting from supply reductions and improved pricing dynamics following a period of oversupply [10] - The transportation sector is also seen as a beneficiary of artificial intelligence applications, enhancing productivity and market share for companies within this space [10]

This story was originally published on Banking Dive. To receive daily news and insights, subscribe to our free daily Banking Dive newsletter. Dive Brief: Goldman Sachs’ board has approved $47 million in compensation for CEO David Solomon in 2025, the bank disclosed Friday. The pay package represents a 20.5% raise over the $39 million Solomon received for 2024, and likely will make him the highest-paid CEO among the six largest U.S.-based banks. Goldman’s disclosure comes a day after JPMorgan Chase anno ...

钛媒体App 1月26日消息，高盛首席美国经济学家戴维·梅里克（David Mericle）在其投资者报告中称， 预计美联储本周将会按兵不动，而今年接下来可能将有两次降息，首次降息将在6月。（广角观察） ...

Market Sentiment - The CNN Money Fear and Greed index showed a slight decline in overall market sentiment, remaining in the "Neutral" zone with a reading of 52.4, down from 52.8 [6] - U.S. stocks settled mixed, with the Dow Jones index falling more than 250 points during the session, closing lower by around 285 points to 49,098.71 [1][4] Stock Performance - Goldman Sachs shares fell around 4% on Friday, while Nvidia Corp. and Advanced Micro Devices Inc. saw increases of 1.5% and 2.4%, respectively [2] - Intel Corp. shares dipped around 17% after issuing a weak first-quarter outlook [2] - The S&P 500 rose 0.03% to 6,915.61, and the Nasdaq Composite gained 0.28% at 23,501.24 during Friday's session [4] Economic Data - The University of Michigan's consumer sentiment index rose to 56.4 in January from a preliminary reading of 54.0 and December's reading of 52.9 [3] - The S&P Global composite PMI rose to 52.8 in January from 52.7 in the previous month [3] Sector Performance - Most sectors on the S&P 500 closed positively, with materials, consumer discretionary, and consumer staples stocks recording the biggest gains [4] - Financial and industrials stocks bucked the overall market trend, closing lower [4] Upcoming Earnings - Investors are awaiting earnings results from Steel Dynamics Inc., Nucor Corp., and Sanmina Corp. [5]

Group 1 - Goldman Sachs has promoted Ben Frost to chairman of investment banking, as per an internal memo [1] - Ben Frost led Goldman Sachs in completing two major transactions in the consumer retail sector last year, including advising Kenvue on its nearly $50 billion acquisition by Kimberly-Clark [1] - He also served as a financial advisor for Sycamore Partners in their approximately $24 billion acquisition of Walgreens Boots Alliance [1]