Goldman Sachs Group
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Jefferies has hired Christian Lhert from Goldman Sachs as its regional head of equity-linked for Asia-Pacific. The move comes as Asian convertible-bond issuance hits the highest since 2021, led by Chinese companies funding AI infrastructure and overseas expansion.
macro · Impact 40Goldman Sachs CEO David Solomon said tariffs are a headwind for the economy but that the US economy is performing well. He also noted the need for higher growth given spending and debt, and sees no significant credit risks.
macro · Impact 20Goldman Sachs CEO David Solomon said trade policy and tariffs are a challenge for the US economy. The comment aligns with his earlier view that tariffs are a headwind, while he also described the economy as performing well and the consumer as resilient.
macro · Impact 20David Solomon said the US consumer remains strong during a CNBC interview, adding to his earlier comments that the consumer is resilient and the economy is performing well.
macro · Impact 20Goldman Sachs CEO Solomon: consumer resilient.
analyst action · Impact 30Goldman Sachs lifts 12-MONTH target for japan's Topix index to 4,600, up from 4,500.
energy · Impact 60Goldman Sachs: European gas prices may need to top €100/MWh in December to rebuild winter inventory.
macro · Impact 30Goldman Sachs projects AI infrastructure spending will grow from $765B in 2026 to $1.64T by 2031, with cumulative spending over $7.6T. compute is the main driver, reaching $1.13T annually by 2031. Data center spending hits $436B, power infrastructure $73B. compute alone tops $1T by 2030.
corporate action · Impact 50Goldman Sachs is preparing a roughly $1.15 billion junk bond to finance a Virginia data center leased to CoreWeave. The deal is expected in September.
macro · Impact 40Goldman Sachs cites weaker jobs, inflation, and consumer data. Prediction markets still see a 49% chance of a hike before 2027.
macro · Impact 40Goldman Sachs says S&P 500 revenues grew 6.4% YoY in Q2 excluding energy, the fastest pace in five years. Big Tech led the growth, while median ex-tech revenue rose just 3%. Earnings jumped nearly 50% YoY, partly from tech marking up private investments. Companies received over $100B in tariff refunds, used for marketing, cost relief, and lower prices.
corporate action · Impact 10Goldman Sachs to make $2.25 billion push into 'boomer candy' investment products.
macro · Impact 80Headline CPI rose 0.1% MoM and 3.4% YoY, core CPI 0.2% MoM and 2.5% YoY, all in line with estimates. Markets see reduced pressure on Fed to hike in September.
macro · Impact 10Goldman Sachs data shows hedge funds bought global equities for a second straight week, reversing late-July risk reduction. Gross trading activity hit a seven-week high. Long buying outpaced short sales 1.4-to-1. Single stocks saw net buying for the first time in a month. Materials led sector demand with the strongest short-covering in nearly two years.
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