Goldman on China’s AI: Big Gains, But Not Yet Time to Invest
Fiscal Stimulus: A Key to Sustainable Gains in China’s Market Recovery Chinese stocks are showing signs of revival, driven by a major artificial intelligence (AI) breakthrough that could attract up to $200 billion in investor inflows this year. Goldman Sachs strategists, led by Kinger Lau, recently raised their target for China’s CSI 300 index from […]
UBS & Goldman Sachs Raise Gold Forecasts—Here’s Why
UBS Cites Investor Sentiment, Goldman Highlights Central Bank Demand in New Gold Forecasts Strategists at UBS and Goldman Sachs are adjusting their gold price targets, driven by differing but complementary market forces. UBS strategist Joni Teves acknowledged the challenges of chasing an already strong market but argued that it would be premature to call an […]
Presidents Day 2025: Market & Bank Hours
How Presidents Day Affects Financial Markets, Government Services, Schools, and More Presidents Day is a time to honor those who have served as U.S. president. Originally established to celebrate George Washington’s birthday, the holiday is still officially recognized as Washington’s Birthday on federal and New York Stock Exchange calendars. It’s observed on the third Monday […]
Markets Rally as Trump Tariffs Seem Weaker Than Feared
Markets Rally Doesn’t Mean Immunity from Tariff-Related Shocks, Investors Warn Who’s afraid of a global trade war? Apparently, not Wall Street. The S&P 500 closed just shy of a record high on Thursday after President Donald Trump directed his administration to explore reciprocal tariffs on a broad range of U.S. trading partners. The rally signaled […]
Goldman Warns: Retail Rally Won’t Last
Retail Investors Keep Buying the Dips—But That May Change Soon Goldman Says The S&P 500 initially dropped as much as 1.1% on Wednesday following a hotter-than-expected consumer price index (CPI) report. However, the losses didn’t last, with the index trimming its decline to just 0.3% by the close. According to Scott Rubner, a tactical strategist […]
Markets Hint at Years of Inflation Above 2%
Investors Brace for CPI Report as Inflation Concerns Persist Despite expectations that January’s consumer price index (CPI) report would show either little change or slight improvement from December, a key financial market indicator continues to signal potential inflationary pressures. The five-year breakeven inflation rate—a gauge of average expected inflation over the medium term—stood at 2.6% […]
