Are you a little bit less worried about inflation right now given oil prices have settled. I am not sure that one would say that oil prices have settled, but we are comfortable with the inflation trajectory. I think the central banks have done a real good job taming the great inflation of 2022.And what we didn't have figuring in our analysis was that there could be a shock and that that shock who actually come from and from policy in the form of of tariffs. But there was also a shock that comes as a result ...

30 June 2025 | 12:14PM EDT US Daily: Shifting to a September Cut and a Lower Terminal Rate (Mericle) Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Alec Phillips +1(202)637-3746 | alec.phillips@gs.com Goldman Sachs & Co. LLC David Mericle +1(212)357-2619 | david.mericle@gs.com Goldman Sachs & Co. LLC Ronnie Walker +1(917)343-4543 | ronnie.walker@gs.com Goldman Sachs & Co. LLC Manuel Abecasis +1(212)902-8357 | manuel.abecasis@gs.com Goldman Sachs & Co. LLC Elsie Peng +1(212)357-3137 ...

Goldman Sachs pulled forward its forecast for Federal Reserve interest rate cuts, and is now calling for the central bank to resume reductions in September rather than December https://t.co/3tyIOeIz6s ...

Key Takeaways C passed the 2025 Fed stress test with a CET1 capital ratio of 10.4%, well above the 4.5% minimum. C approved a $20B buyback plan and raised its dividend 6% in July 2024 after clearing the stress test. C is trimming 20,000 jobs and exiting non-core markets to cut costs and refocus on higher-return areas.Citigroup Inc. (C) has passed the Federal Reserve’s 2025 stress test. Post-clearing the stress test, C now has the flexibility to return excess capital to shareholders via dividends and share ...

Key Takeaways Ubiquiti shares jumped 28.7% since Zacks upgraded the stock to a Buy rating in late April. Flotek has surged 101% since being upgraded to Outperform by Zacks on May 6. Goldman Sachs has returned 20.6% YTD as part of Zacks' Top 10 Stocks for 2025 list.The three most widely followed U.S. indexes — the Nasdaq Composite, the Dow Jones Industrial Average, and the S&P 500 — increased 3.27%, 2.91%, and 2.45%, respectively, last week. Investors showed cautious optimism, following a notable de-escala ...

欢迎加入交易理想国知识星球 文 | 对冲研投研究院 编辑 | 杨兰 摘要： 从市场情绪而言，上周伊以冲突进一步平息，美国宏观数据表现仍然具有韧性，同时鲍威尔在国会听证会上的发言暗示了条件符合也可能提 前降息，市场对今年降息预期的预测达到了 3次，市场整体处于r is k o n的状态之中。风险资产普遍上行，铜强金弱的格局较为明显。 核心观点 1、上周金价回落，铜 价走强 贵金属方面，上周 COMEX 黄金下跌 2 .9%，白银 下跌 0 .34%；沪金2510合约 下跌 1 .5%，沪银2508 合约上涨 1.48%。主要工业金属价格中，COMEX铜、沪铜分别变动+4.86%、+2.79%。 2、短期利多叠加，铜价向上突破 从市场情绪而言，上周伊以冲突进一步平息，美国宏观数据表现仍然具有韧性，同时鲍威尔在国会听证会上的发言暗示了条 件符合也可能提前降息，市场对今年降息预期的预测达到了 3次，市场整体处于risk on的状态之中。风险资产普遍上行，尤 其铜还面临着供应端的约束，比如有海外冶炼厂减停产，因此价格重心上行较为明显。 3、黄金继续回调 上周伊以停火协议生效，市场避险情绪快速降温。此后伴随特朗普再度施压 ...

A slowdown in the US job market will weigh on the S&P 500, offsetting any positive impact from the Fed’s interest rate cuts, according to JPMorgan strategists https://t.co/cEYOYFO5dg ...

CNBC's Jim Cramer on Friday guided investors through next week's market action, specifically the labor report and earnings results from alcohol maker Constellation Brands.He also reflected on the past quarter, saying it ended on a strong note after a turbulent start when investors panicked over President Donald Trump's so-called "liberation day." Back in April, Trump announced steep tariffs on products from a slew of countries, including the U.S.'s biggest trading partners.The market has recouped most of it ...

Key Takeaways JPM shares hit an all-time high on rate cut optimism despite the Fed's cautious stance. The bank projects 2025 NII to potentially exceed guidance by $1B amid expansion efforts. IB outlook weakens near term, but markets revenue and long-term deal pipeline remain strong.JPMorgan’s (JPM) shares touched an all-time high of $289.41 on Thursday as incoming economic data, including jobless claims and the third estimate for gross domestic product (GDP) for the first quarter, indicate interest rate c ...

Thursday, June 26, 2025We started this trading week with some questions about the ability of the stock market to overcome some perceived major hurdles, a burgeoning war in the Middle East among them. Also, we’ve gotten a large dollop of economic news thus far for the week, including this morning’s Weekly Jobless Claims and Q1 GDP.And yet, nothing seems to faze market participants at this point and time. All markets except the small-cap Russell 2000 are now up for the year, with the S&P 500 a hair away from ...