Goldman Sachs now expects the next Fed rate hike in December, reiterating its revised forecast from the prior day.
bullish 70 · impact 60
Goldman Sachs shifts Fed hike forecast to December from October.
post attributes to Goldman Sachs a crude export estimate of 19 mb/d for Persian Gulf producers. The figure conflicts with an earlier Goldman estimate of 23.3 mb/d for September crude shipments. The source is unverified and the discrepancy unresolved.
neutral 50 · impact 40
Goldman Sachs Private Credit Corp: about 7,605,110.708 shares — 2.03% of those outstanding — were tendered before the offer expiration on sept. 22, 2026, with the fund to.
neutral 50 · impact 40
The fund says it was the only one in its peer group with repurchase requests below the 5% quarterly offer in 2026. Q3 gross inflows were $400 mln (4.4% of NAV). Software credit quality concerns are moderating, per SEC filing.
bullish 70 · impact 30
Goldman Sachs says the clearest path to further equity gains is relief in Treasury yields. The U.S. 10-year reached 5.25%, its highest since 2007. Stocks have remained resilient but market breadth is weak. Rate-sensitive sectors have suffered most. Goldman remains overweight equities over a 12-month horizon.
bearish 30 · impact 60
Goldman Sachs board has discussed a plan for David Solomon to step down as CEO and be replaced by COO John Waldron around end of 2027 or 2028, per people familiar. Solomon likely to become executive chairman for 1-2 years. Plan requires board approval, timing fluid.
bullish 70 · impact 60
A Goldman Sachs spokesperson said the bank's succession timeline is not yet decided.
bearish 35 · impact 30
HSBC Securities resumed coverage of Goldman Sachs (GS) with a Hold rating and a price target of $1007.
neutral 50 · impact 20
Goldman Sachs estimates each week of a US diesel export ban would cut retail diesel prices by about 25 cents a gallon from the current $6.50. The bank warned a longer ban could push gasoline prices higher once storage fills. Energy Secretary Wright said last week a ban wouldn't work.
neutral 50 · impact 45Goldman, Sachs & Co. Wertpapier GmbH will disclose its half-year financial report on September 28, 2026. The report will be in German.
neutral 50 · impact 10Goldman Sachs expects the five largest US hyperscalers to increase AI capex 54% to $1.2 trillion in 2027, above Wall Street consensus of $1.1 trillion. The group is on track to spend $800 billion this year. Goldman estimates $300 billion annual AI revenue needed to break even and warns that rising financing needs and infrastructure constraints could slow future growth.
bullish 70 · impact 60
Goldman Sachs Group has made a disclosure regarding its involvement with Bluenord Asa, according to a filing on the Oslo Børs. Specific details are available in the filing.
neutral 50 · impact 30Goldman Sachs has reportedly earned more than $200 million in fees this year from prime brokerage lending to Leopold Aschenbrenner's Situational Awareness, making it the bank's largest prime brokerage client, according to the Financial Times.
neutral 50 · impact 30
Goldman Sachs now expects global data center capacity to reach 217GW by 2030, up from 168GW. It also raised power demand growth and behind-the-meter power estimates.
bullish 70 · impact 40
Goldman Sachs now expects a 25bp rate hike at the Fed's October meeting, joining ANZ, BofA, RBC and TD Securities after the hawkish September FOMC. Prediction markets remain split: Kalshi shows 53% hold, 48% hike. The shift marks a stark reversal from earlier 2026 expectations of three cuts by October.
bearish 30 · impact 60
Market pricing implies roughly even odds of a Fed rate increase at the October meeting, and Goldman Sachs has shifted its outlook to expect a hike.
bearish 30 · impact 60
Goldman Sachs reversed its earlier call for no change and now expects a 25 basis point rate hike from the Fed this week. JPMorgan also expects a hike, with both citing inflation and market pricing.
bearish 30 · impact 70
Goldman Sachs, Citigroup and Bank of America are still operating as brokers, according to a report. The banks aim to maintain market visibility.
bullish 65 · impact 30
Goldman Sachs CEO David Solomon said the U.S. needs consistently higher economic growth to sustain current spending and debt levels. He cited productivity, technology, and AI as potential growth drivers but warned that deficits remain a risk.
bearish 35 · impact 30
Goldman Sachs lifts Mondi Target to 860p, Up From 780p.
neutral 50 · impact 10
Goldman Sachs now expects the RBA to raise rates in September rather than November.
neutral 50 · impact 30Goldman Sachs lifts Robinhood price target to $142 from $124, reiterates Buy.
bullish 70 · impact 40Goldman Sachs sees nearly 80% upside for South Korean stocks, maintaining a 12,000 target for the Kospi driven by the AI memory boom.
bullish 65 · impact 30
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.
neutral 50 · impact 30