Market Analysis by covering: Gold Spot US Dollar, S&P 500, Dow Jones Industrial Average, US Small Cap 2000. Read 's Market Analysis on Investing.com ...

We will start uh with energy prices but man commodities complex um it's all over the place. Joining us now uh Don Stroven Goldman Sachs co-head of global commodities research. Oil um it's great tax break is what one way to look at for American consumers.It gas is cheap based on where oil is right now. How are the producers doing. >> Yeah.So, US production despite the lower prices continues to surprise to the upside. If you look at the latest US monthly petroleum statistics, US uh liquid supply is up 1.3% mi ...

Market Analysis by covering: Gold Spot US Dollar, Dow Jones Industrial Average, US Small Cap 2000, DAX. Read 's Market Analysis on Investing.com ...

Sarah Naan Terano, a global head of capital markets, private wealth management, capital markets at Goldman Sachs private wealth management. Sarah, thanks for having us in. It's great to have you.>> Thanks so much for having me. Happy to be here. >> So, we talked to Ashook at the top of the hour about a pretty constructive house view on 26, which I'm assuming you share to some degree.Yeah, >> I do. Um, I think for all the reasons Ashoke said, we're quite constructive. I think, you know, if you look at what o ...

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It's outperformed so far this week, that small cap trade. So, the Russell 2000 is up nearly 5% in three days. And our next guest now says the stage is finally set for those gains to actually continue with some momentum.For more, let's turn to portfolio manager of the Needm Small Cap Growth Fund, Chris Wler, who joins us here on set this Thanksgiving Eve. Chris, thank you very much for being here with us. >> Thank you for having me.>> All right, so let's talk about the small cap trade. You say that it does n ...

So bullish goals here. Yes, we look for nearly 20% of additional price upside by the end of 2016 with our forecast at $4,900 per troy ounce by the end of 26. Not as fast as this year.We were up almost 60% year to date. But the two drivers of the 25 rally, we think will be repeated in 26, number one. Structurally higher central bank purchases since the freezing of Russia's central bank reserves in 2022 M reserve managers got this big wakeup call that they need to diversify into gold, which is the only truly ...

Market Trends & Opportunities - Macroeconomic environment is constructive for risk assets heading into 2026, identifying opportunities across small caps, international markets, and fixed income [1] - Small caps, as indicated by the Russell 2000, are up nearly 10% this year, while the S&P 500 is up approximately 135% [2] - International developed markets are up 25% this year [10] - Broadening of equity markets is expected, with opportunities across sectors within the S&P 500, particularly in AI and healthcare [7][8] Federal Reserve & Interest Rates - Anticipation of Federal Reserve rate cuts has positively impacted small caps [2][3] - Small cap performance is correlated with the perceived probability of Fed rate cuts [3][4] - Expectation of Fed rate cuts makes it sensible to build income in portfolios beyond government bonds [13] Small Cap Innovation & AI - Small caps are seen as AI innovators with opportunities in niche markets, not directly competing with hyperscalers [4][5][6] - There are opportunities for small caps to compete in niche AI markets [5] International Markets - Fiscal expansion in Germany and a new administration in Japan supportive of fiscal expansion are expected to drive growth in international markets [9] - International markets are expected to continue outperforming the US, though not necessarily at the expense of the US market [10][11] Investment Strategies - Downside protection is important in portfolios due to market uncertainty and complexity [12][13] - Strategies for generating higher yields include international stocks with higher dividend yields, securitized high yield, and option-based income strategies within the S&P 500 [13][14] - Exposure to mega-cap tech AI hyperscaler trade should be market cap neutral [15]

Fallout from the government shutdown, Chevron expands electricity business, Cisco beats expectations, and more news to start your day. ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...