We'll take you to the markets. We are mixed. Dow is lower.Everything else is in the green. We're reacting, of course, to those new tariffs. The president says they're not going to change and there won't be any extensions either.I don't think Wall Street necessarily believes that because the S&P is still in positive territory. So, to my point, here come the strategist. David Cen, Goldman Sachs raises his S&P 500 valuation and return forecast for 36 in the next 12 months.3% 6,400 or six months 6600 and uh 6,9 ...

Core Viewpoint - Goldman Sachs is set to release its Q2 earnings on July 16, and investors should focus on key factors influencing the report [1] Group 1 - The earnings report will be released before the market opens, indicating the importance of the timing for investors [1]

source:https://t.co/yn8PQNyFgVRYAN SΞAN ADAMS - rsa.eth 🦄 (@RyanSAdams):The ETH thesis for @fundstrat is simple.He's frontrunning ETH accumulation by the banks."Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it https://t.co/MyyJz94rXw ...

Goldman Sachs claimed top ranking in Hong Kong equity sales for the first time since 2013, riding a wave of billion-dollar deals in the city https://t.co/AmWYMzw8NG ...

Goldman Sachs global chief economist Yan Hatius joins us with his first take on the report looks good from the headlines but as I highlighted earlier beneath the surface you know where the job growth was concentrated why the unemployment rate came down wasn't all that great what do you think true it overstates the strength of the report if you just look at the headline numbers I think on the establishment survey the private sector was pretty soft and the big headline number was really driven by increas piec ...

Core Insights - Goldman Sachs has experienced strategic gains and challenges in 2025, showing resilience in a complex macroeconomic environment with moderate stock gains year to date [1] Group 1: Financial Performance - In Q1 2025, Goldman Sachs reported earnings of $14.12 per share, exceeding the Zacks Consensus Estimate of $12.71, and up from $11.58 per share a year ago [3] - The company achieved revenues of $15.06 billion for the quarter, surpassing the Zacks Consensus Estimate of $15.02 billion, and compared to $14.21 billion in the previous year [3] - Goldman Sachs has consistently topped revenue estimates in each of the last four quarters [3] Group 2: Business Segments - The rebound in dealmaking activity has positively impacted Goldman Sachs, with increased advisory services and equity underwriting revenues due to improving corporate confidence and interest rate expectations [2] - Asset and wealth management have remained strong, with assets under supervision growing due to inflows into alternative investments [2][8] - The trading division has faced volatility, with fixed income revenues steady but equities trading struggling due to low market volumes [4] Group 3: Stress Test Performance - In the 2025 Fed stress test, Goldman Sachs was a standout performer, projected to lose only around $300 million under a severely adverse scenario, contrasting sharply with an estimated $18 billion loss in the 2024 stress test [5][8] Group 4: Market Position - Year to date, Goldman Sachs has grown 25%, outperforming its Zacks Peer Group, which advanced by 15.9% [6] - Competitors Citigroup and Wells Fargo have shown growth of 23.3% and 17.3%, respectively, both carrying a Zacks Rank of 3 [6]

Group 1 - E2open Parent Holdings, Inc. is set to release its first-quarter earnings results on July 10, with analysts expecting earnings of 4 cents per share, unchanged from the previous year [1] - The projected quarterly revenue for E2open is $148.92 million, a decrease from $151.16 million reported a year earlier [1] - E2open has agreed to be acquired by WiseTech Global for $3.30 per share in an all-cash deal [2] Group 2 - E2open shares closed at $3.25, reflecting a gain of 0.6% [2] - Goldman Sachs analyst Adam Hotchkiss has maintained a Sell rating on E2open, reducing the price target from $2.6 to $2.3 [4] - Loop Capital analyst Mark Schappel has maintained a Hold rating and cut the price target from $4 to $3 [4]

Market Strategy & Investment Philosophy - The market's buoyancy is driven by compelling stories, suggesting a focus on narrative-driven investment decisions [2] - The speaker emphasizes making money as the ultimate goal, rather than focusing on minute details like Federal Reserve movements or new governor appointments [9] - The speaker advocates for focusing on stories that can generate profit, rather than getting bogged down in minor market fluctuations [9] - The speaker highlights the importance of identifying companies with compelling stories as key to making money, rather than focusing on minutiae [27] Sector-Specific Opportunities & Risks - A reduction in tariffs on Vietnamese exports from a proposed 46% to 20% is seen as positive for companies with supply chains in Vietnam, benefiting stocks like Nike (up 4%) [10][12] - Apparel and furniture stocks previously negatively impacted by shifting supply chains from China to Vietnam may see relief from the reduced tariff [12] - Whirlpool could benefit from steel tariffs impacting foreign competitors like LG, Samsung, and Haier [16] - A weaker dollar is expected to benefit companies like Proctor & Gamble by increasing the value of overseas earnings when translated back to US currency [18][19] - Meme stocks like Palantir, Coinbase, and Robinhood are experiencing renewed interest from buyers [19][20] Company Analysis & Recommendations - Etsy is considered to have execution issues, but the speaker believes in the company's core value and recommends holding the stock, suggesting buying more if it returns to previous lows [24] - Capital One, acquired at $170 per share and now at $215, is considered a "gold mine," with the acquisition of Discover expected to bring great things [25][26][27]

You know why I first got into this wacky business. Stories. Stories.That's why. Tremendous, intriguing stories. Tales that could explain what's going to happen.And you could actually make a little money from them. And that's what's happening right now. And the stories are driving much of this action.It's why the market's buoyancy continues. Dow dipping 11 points. S&P advancing 47%.NASDAQ filled with stories of great potential gain 94%. House of Pleasure. Let me tell you more about my obsession with stories. ...

Today in Bloomberg Deals: The co-head of Goldman’s sports franchise shares his outlook for Asia. Elsewhere, Banco Santander clinches a UK bank deal while a SoftBank transaction faces greater scrutiny. https://t.co/iGeAIrroEL ...