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RBC Capital Markets' Gerard Cassidy: Resiliency of consumer credit quality prevails
CNBC Television· 2025-07-16 15:26
Joining us now to discuss is RBC Capital markets analyst Gerard Cassidy. Gerard, I mean, pretty pretty clean read in terms of what it means on the economy, what the investment banking and trading outlooks look like. What what stands out to you about this season so far.Sari, I think you summed it up well. The results were quite good in all of those areas. Particularly, as Carl pointed out, the resiliency of the credit quality of the consumer.I think that's really jumps out to people because a number of peopl ...
X @Bloomberg
Bloomberg· 2025-07-16 15:07
Goldman Sachs is in talks to put its private-market investments into US retirement funds, a step to bringing the Wall Street firm’s products to more mainstream investors as rules ease https://t.co/kH2x9CDRUL ...
X @The Wall Street Journal
Goldman Sachs profit surges, fueled by trading and investment banking revenue https://t.co/SWBqc2kqmn ...
Goldman Sachs, Morgan Stanley earnings top estimates
CNBC Television· 2025-07-16 12:10
Goldman Sachs and Morgan Stanley just releasing quarterly results. I know Goldman Sachs is trading higher. Let's get over to Leslie Per picker.She's looking through the numbers on that. Hey Leslie. Hey Becky.Yeah, Goldman Sachs reporting top and bottom line beats driven by huge gains in the business that advises on acquisitions as well as equity trading. The firm's global banking and markets division which houses those two businesses generated 10 billion in revenue up 24% year-over-year. advisory, which lar ...
X @Bloomberg
Bloomberg· 2025-07-16 11:31
Goldman Sachs’ stock traders posted their largest haul ever, as volatility sparked by the Trump administration’s trade war helped spur a second straight quarter of record revenue for the unit https://t.co/6NKGESvFiA ...
X @Investopedia
Investopedia· 2025-07-16 11:00
Goldman Sachs is scheduled to report second-quarter results on Wednesday morning, with traders expecting a move that could potentially bring the stock to a record high. https://t.co/IteYcZczXQ ...
摩根士丹利:跨资产聚焦-信号、资金流向与关键数据4
摩根· 2025-07-16 00:56
Key highlights from last week: Exhibit 1: Morgan Stanley forecasts July 14, 2025 05:13 PM GMT Cross-Asset Spotlight | Global M Update Signals, Flows & Key Data A weekly summary of key cross-asset monitors, data, moves, and models tracking sentiment, fund flows, and positioning. Institutional Investor Survey: If you've found our research useful, we'd appreciate your support in the 2025 II Global Fixed Income Poll, especially in USA/EMEA/Asia Cross-Asset Strategy categories. Thank you! | | As of Jul | | Q2 20 ...
摩根士丹利:关键研究预测-
摩根· 2025-07-16 00:55
M Morgan Stanley Research: Key Forecasts July 14, 2025 09:35 PM GMT Extel Survey: If you've found our research useful, we'd appreciate your support for the Morgan Stanley Cross-Asset Strategy team and our colleagues in the 2025 Extel Global Fixed Income Survey, especially in USA/EMEA/Asia Cross-Asset Strategy categories. Next 12 Months Outlook: Our High-Conviction Calls Skewed to the Downside: In the US, the labor market is holding up, but cooling gradually. Although the recent US inflation data did not sho ...
摩根士丹利:亚太观点:再平衡辩论是否进行多元化3
摩根· 2025-07-16 00:55
July 14, 2025 06:44 PM GMT Asia Economics | Asia Pacific The Viewpoint: The Rebalancing Debate – To Diversify or Not to Diversify Asia's international investment position has doubled to US $46trn in the last 13 years. With the USD depreciation in the last six months, investors need to decide whether to diversify current holdings, how much to allocate to the US from their annual current account surplus, and how much to hedge. Key Takeaways In this report, we take another look at the USD diversification/rebal ...
高盛:中国_二季度 GDP 略超预期;2025 年全年 GDP 增长预测顺势调整至 4.7%
Goldman Sachs· 2025-07-16 00:55
15 July 2025 | 6:33PM HKT Hui Shan +852-2978-6634 | hui.shan@gs.com Goldman Sachs (Asia) L.L.C. Lisheng Wang +852-3966-4004 | lisheng.wang@gs.com Goldman Sachs (Asia) L.L.C. China: Q2 GDP slightly above consensus; 2025 full-year GDP growth forecast mechanically adjusted to 4.7% Bottom line: China's Q2 GDP came in slightly above market consensus (though in line with our forecast) amid mixed June activity data — industrial production (IP) strongly beat market expectations, while fixed asset investment (FAI) a ...