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Mar 18, 2024
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why is goldman still goldman?l talking, discussing that with you and i. liz: charlie, thank you very much, charlie gasparino. >> yeah. >> we've got four minutes to go before the closing bell rings. looks like the luck of the irish came a day after st. patrick's day. the dow looks to snap a two-day losing streak. s&p, nasdaq are on the way snapping three-day losing streak. the we'll see how that works out. russell down half a percent. one of the hottest ipos we've been looking for years, this thursday when reddit marks its public debut. in an unusual move the social media platform will offer shares to its super users, redditters as they're known, without lock up agreements. that means redditters and moderators will be able to sell shares immediately if they so desire which could lead to price volatility, so much so, the company was prompted to list that as a risk factor in the ipo filing. a lot of people waiting for exciting ipo, cliff corso, advisors asset management. cliff, what do you take of the route reddit is
why is goldman still goldman?l talking, discussing that with you and i. liz: charlie, thank you very much, charlie gasparino. >> yeah. >> we've got four minutes to go before the closing bell rings. looks like the luck of the irish came a day after st. patrick's day. the dow looks to snap a two-day losing streak. s&p, nasdaq are on the way snapping three-day losing streak. the we'll see how that works out. russell down half a percent. one of the hottest ipos we've been looking...
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Mar 15, 2024
03/24
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you can see goldman has lagged many peers, even this year, year to date. but it's a new year, one that the firm plans to spend focused on its two core businesses, global banking and markets as well as asset and wealth management, according to solomon's letter. now goldman -- global banking and markets, which includes investment banking and trading comprise nearly two-thirds of goldman's revenue last year, even in a weaker deals environment. solomon said in today's letter that the firm stands to benefit as capital markets rebound. this may be a bit more constructive than comments he made even six months ago at a conference where he said activity is improving but it's still a ways off. solomon noted in the letter that the firm increased its wallet share in banking and markets in 2023 by nearly 350 basis points since 2019. on the asset and wealth management side touted that it surpassed its alternatives fund-raising goal a year early. since 2019, the firm raised 250 billion for that initiative. court? >> remind us what solomon had to say about the consumer. i
you can see goldman has lagged many peers, even this year, year to date. but it's a new year, one that the firm plans to spend focused on its two core businesses, global banking and markets as well as asset and wealth management, according to solomon's letter. now goldman -- global banking and markets, which includes investment banking and trading comprise nearly two-thirds of goldman's revenue last year, even in a weaker deals environment. solomon said in today's letter that the firm stands to...
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Mar 25, 2024
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earlier in the show, we had a new note from goldman.hey see 5,200 they see a scenario where they see mega cap tech move to 6,000. do you agree or disagree >> i don't know about the exact number, but we're not abandoning technology it is way too important everywhere in the economy. it is not just tech companies right now. if you are not a tech-enabled company, you are likely losing ground we think this development and innovation from silicon valley and other places is here to stay it is a permanent trend. we don't think it's low valuation, of course, so you want to be careful where you go. you have to be in technology if you are looking into the future. >> you are all about technology. do you agree in the sentiment with the goldman sachs note? you don't know if it is 6,000 s&p year-end number, but agree with the thesis. you are one of the people who has come on the show bullish on small caps i want to show you a chart under performing the equal weight and s&p everybody continues to be bullish on it. what do you see the situation? some es
earlier in the show, we had a new note from goldman.hey see 5,200 they see a scenario where they see mega cap tech move to 6,000. do you agree or disagree >> i don't know about the exact number, but we're not abandoning technology it is way too important everywhere in the economy. it is not just tech companies right now. if you are not a tech-enabled company, you are likely losing ground we think this development and innovation from silicon valley and other places is here to stay it is a...
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Mar 20, 2024
03/24
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i do want to talk about goldman sachs.oldman is interesting to me because it has been underperforming. what is the catalyst for goldman to catch up? >> that said, most of the earnings came from the advisory business and wealth management business. we have the minute ipo coming up. as well as m&a activity. it will benefit as we see declines. it is only trading at about 1.2 times book value. a relatively cheap price. we think there will be upside opportunity in the months to come. >> pretty cheap, speaking and relative terms. we are awaiting the m&a. that would benefit the entire sector, not just goldman. but with smaller banks, we are concerned. in addition to the endgame, we do not know what the regulation will look like. and sell, we are hesitant to allocate money to banks. there are financial services that we like, but they have a little bit too much information that is unknown. >> there are a lot of known unknowns. i'm sure they would love to know what they will end up looking like. we had over to chips. tell us about t
i do want to talk about goldman sachs.oldman is interesting to me because it has been underperforming. what is the catalyst for goldman to catch up? >> that said, most of the earnings came from the advisory business and wealth management business. we have the minute ipo coming up. as well as m&a activity. it will benefit as we see declines. it is only trading at about 1.2 times book value. a relatively cheap price. we think there will be upside opportunity in the months to come....
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Mar 25, 2024
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do you agree with what goldman is saying? clara: you're right.ing into a bullish mood in commodity markets. we have seen the carlyle group at goldman and the idea that rates coming down will stimulate demand. china doing less badly than expected. india picking up. there are tailwinds and we should be looking for a strong 2024. a handful of commodities, so they will have to be picky. looking at oil, that is quite important. this will not lift every vote. tom: what other commodities should we be keeping our eyes on? talking about geopolitics, there has been a focus on russian reef winery from ukrainian drones. evidence that thinking or having an impact. beyond oil what commodities are looking to move? clara: it is a wide ranging group of asset classes. jonah tax on refineries are tightening oil. it's a tight market with strong demand. if you look at the comments, they were bullish. elsewhere i would point toward copper, we are heading toward 11 month highs. still quite modest if you think about the supply picture. north of 11,000 is something peopl
do you agree with what goldman is saying? clara: you're right.ing into a bullish mood in commodity markets. we have seen the carlyle group at goldman and the idea that rates coming down will stimulate demand. china doing less badly than expected. india picking up. there are tailwinds and we should be looking for a strong 2024. a handful of commodities, so they will have to be picky. looking at oil, that is quite important. this will not lift every vote. tom: what other commodities should we be...
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Mar 15, 2024
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but all of that put together is really important for goldman's business. i think investors are somewhat optimistic that we could see a rebound in that activity after years of not the best, not the best environment for m&a. >> the missing piece of the overall bull market environment. we will see if that kicks in. thank you so much. >>> kate, amazon wants us to shop by phone more. >> yeah, they do. it's really been beefing up its social media presence. amazon really had a lot of this happen last year. teamed one pinterest, facebook, instagram, snapchat, allwithin a year to embed these products into social media feeds. and then let users link their amazon accounts to make purchases. the e-commerce giant has also been taking a page from reelz and tiktok, if you ever use those. on its mobile app t launched inspire last year come looks a lot like reelz. but these are amazon products being promoted by influencers. part of this is defensive. social shopping becomes a bigger slice of e-commerce overall. insider intelligence estimates it's going to grow into a $100
but all of that put together is really important for goldman's business. i think investors are somewhat optimistic that we could see a rebound in that activity after years of not the best, not the best environment for m&a. >> the missing piece of the overall bull market environment. we will see if that kicks in. thank you so much. >>> kate, amazon wants us to shop by phone more. >> yeah, they do. it's really been beefing up its social media presence. amazon really had a...
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Mar 22, 2024
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>>> welcome back to fast money, let's get to our chart of the week, and that would be goldman sachs,itting levels not seen since november 2021, before slipping today, but still up more than 5% this week, it's best since december, can goldman keep going? you're not a goldman -- >> what's dj -- saw, he's laughing all the way to the next, you know -- whatever that is, but no, i mean, look goldman is not crushed morgan stanley, which was their main comp, banking from capital markets perspective, obviously morgan stanley transitioned more into wealth management, i say good for goldman on this. if you look at -- it doesn't need indication of anything, if you look at the strength of core businesses and how they continue to run a profitable bank that's why the stock trade is where it is. >> if you think that deals are back, ipo market is open, then be in something like goldman. >> that's the big theme for this year is probably in 2024 you're going to see more deal flow and a rebound in investment banking, and i think goldman sachs, i think they're well positioned to benefit from that more so
>>> welcome back to fast money, let's get to our chart of the week, and that would be goldman sachs,itting levels not seen since november 2021, before slipping today, but still up more than 5% this week, it's best since december, can goldman keep going? you're not a goldman -- >> what's dj -- saw, he's laughing all the way to the next, you know -- whatever that is, but no, i mean, look goldman is not crushed morgan stanley, which was their main comp, banking from capital markets...
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Mar 2, 2024
03/24
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and goldman's home state >> so i had to move up to birmingham. so we basically left our life as we knew it in the midst of a pandemic, she uprooted her life on social media, thousands of followers watching her ivf journey unfold right here yeah, and her uterus transplant months later came the positive test online, but it's but it ended in a heartbreaking miscarriage. then there was a valentine's day surprise. all the heartache, pain, determination, and nearly $60,000 spent on ivf cycles for zawahiri grace, five pounds, six ounces >> she is like my biggest dream come true. honestly, i can't remember what life looks like before but goldman says her journey as a done, she wants to make the most out of her new uterus. she's allowed to live births before having to undergo a hysterectomy with a uterus transplant, it's not a lifesaving transplant, but a life-giving transplant every day, goldman takes medication to prevent her body from rejecting her uterus, but it it takes a toll. >> they can have at least temporary effects on the kidneys, potentially l
and goldman's home state >> so i had to move up to birmingham. so we basically left our life as we knew it in the midst of a pandemic, she uprooted her life on social media, thousands of followers watching her ivf journey unfold right here yeah, and her uterus transplant months later came the positive test online, but it's but it ended in a heartbreaking miscarriage. then there was a valentine's day surprise. all the heartache, pain, determination, and nearly $60,000 spent on ivf cycles...
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Mar 12, 2024
03/24
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lucky for us congressman adam schiffes is standing by right here in studio and congressman dan goldman will join me later on. i do want to start tonight with a bit of a riddle for you. what does a truth post about jimmy kimmel meeting with -- tell us about donald trump? all that might seem to examples of strange behavior, it is, they are also the actions of someone attempting to project strength in order to cover up p weakness. really, they are all the actions of a wannabe dictator. let's start with the news from earlier. he is now trying to delay the start of his criminal trial until after they roll. trump is basically sagging that just because he was once present -- president, he is immune to everything. he tried this tactic before. including in the defamation suit he recently lost. he is again resorting to the same tactics that got him in cs trouble in the first place. he's attacking e. jean carol. over the weekend and once again, just this morning trump insulted carol ann coulter c accusations fault so trump is perpetuating propaganda about his perceived enemies, something you don'
lucky for us congressman adam schiffes is standing by right here in studio and congressman dan goldman will join me later on. i do want to start tonight with a bit of a riddle for you. what does a truth post about jimmy kimmel meeting with -- tell us about donald trump? all that might seem to examples of strange behavior, it is, they are also the actions of someone attempting to project strength in order to cover up p weakness. really, they are all the actions of a wannabe dictator. let's start...
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Mar 26, 2024
03/24
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joining us for that is maya goldman, the health care reporter f axios. good morning to you. guest: good morning. thank you for having me. host: could you break down whato do. guest: essentially this case is determining the access to medication abortion. which is how the majority abortions in the country are performed. in a lot of ways it's relitigating access to abortion in the country. more specifically, the case deals with whether the federal government, specifically the f.d.a., was acting lawfully when it loosened restrictions on how people can access medication abortion, mifepristone, the specific pill. in question. and whether the■p f.a followed the appropriate approval. host: who is bringing up this case? guest: originally inep of anti-s sued the federal government approval of mifepristone, approved in 2000, was inappropriate. they wanted the drug removed from the market entirely. a couple months ago a judge in texas, conservative judge, sided with those doctors. an appeals court quickly said, well, we don't think that this should be entirely removed from the market, b
joining us for that is maya goldman, the health care reporter f axios. good morning to you. guest: good morning. thank you for having me. host: could you break down whato do. guest: essentially this case is determining the access to medication abortion. which is how the majority abortions in the country are performed. in a lot of ways it's relitigating access to abortion in the country. more specifically, the case deals with whether the federal government, specifically the f.d.a., was acting...
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maria: i want to get your take, don't invest in china says goldman sachs cio, this is just this weekestment officer of goldman sachs is saying our view one should not invest in china, just a bit ago yet they rethink pushing the chinese stocks and now it looks like goldman is getting religion even as china blames its poor economy on the united states and tensions the foreign minister of china blaming the united states for bilateral tensions worse on the sidelines of the two sessions earlier today. he accused the u.s. of failing to fulfill promises in america is obsessed with suppressing china, you know that the national people congress is underway in china this week and the premier announced that beijing will boost the military spending by seven and a quarter percent, he also said china is vowing to resolutely oppose separatist activities in taiwan independence and external interference. i spoke with the state department spokesperson morgan ortagus yesterday she was here on the program discussing the national progress underway right now in china, watch this. >> we don't believe dictat
maria: i want to get your take, don't invest in china says goldman sachs cio, this is just this weekestment officer of goldman sachs is saying our view one should not invest in china, just a bit ago yet they rethink pushing the chinese stocks and now it looks like goldman is getting religion even as china blames its poor economy on the united states and tensions the foreign minister of china blaming the united states for bilateral tensions worse on the sidelines of the two sessions earlier...
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Mar 5, 2024
03/24
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report which you've been talking about all morning essentially when we had the economist from goldman talking on bloomberg television i believe yesterday essentially saying clients are all asking is now the time to get into china at goldman sachs this particular person's response was now is not the time to invest in china from the following about 2020 interesting because it was for 2023 as well according to the buffet 2020 four over the last it was that a possibility which could be pointing back fiscal supports this tells a lot actually because there was a lot of speculation that the fiscal deficit the ratio to gdp would be much higher order or a little bit higher than the 3% last year because of the physical needs to stimulate the economy but this kind of underscores xi jinping's emphasis on de-risking and deleveraging that they're not necessarily going to throw everything in between kitchen sink at their problems right now so we'll have to wait and see how li qiang explains this but also there's also fiscal spending left over from 2023 that is going to be carried over to 2024 so the
report which you've been talking about all morning essentially when we had the economist from goldman talking on bloomberg television i believe yesterday essentially saying clients are all asking is now the time to get into china at goldman sachs this particular person's response was now is not the time to invest in china from the following about 2020 interesting because it was for 2023 as well according to the buffet 2020 four over the last it was that a possibility which could be pointing...
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Mar 18, 2024
03/24
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this comes at a time when goldman sachs out with a note cutting estimates and price target down to 190ting ev headwinds and they expect 435,000 vehicles to be delivered down from 475 and now expecting fewer than 2 million deliveries for all of 2024. just as a refresher the company delivered 1.81 million vehicles last year and the estimate out on the street is for 2.06 million to be delivered this year, so now you've got goldman saying, i don't think they get to 2 million. take a look at shares of tesla over the last three months, remember, even though the stock is down 25%, yeah, a bit of a bounce and the next real catalyst won't come for a couple of weeks. that's when we get the q1 deliveries, that will be happening in the first week of april. mike. back to you. >> i've been trying to puzzle out the implications of reports about potentially raising prices in europe. i mean, clearly, the need to cut prices and the sacrificing of margins has been a big overhang on tesla, but when you still hear about byd cutting globally their prices, i wonder how to make sense of this potential move in
this comes at a time when goldman sachs out with a note cutting estimates and price target down to 190ting ev headwinds and they expect 435,000 vehicles to be delivered down from 475 and now expecting fewer than 2 million deliveries for all of 2024. just as a refresher the company delivered 1.81 million vehicles last year and the estimate out on the street is for 2.06 million to be delivered this year, so now you've got goldman saying, i don't think they get to 2 million. take a look at shares...
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Mar 25, 2024
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that is territory that is uncomfortable for the index when it hit that mark good afternoon, goldman's is calling 8,200 by year end. we are watching that closely you can see other market participants as well in the french market, we have a flat open. good movement on the dax it is on the upside. we had weakness cropping up early on italian stocks are reflecting that the ninth positive week in a row. we are bookend with the spanish and swiss stocks >>> let's get to the belgium insurer ageas. the offer significantly under valued the company and expects material improvement as a stand alone company. you can see a direct line. we are waiting for the trade th . >>> let's get to kingfisher. the stock is forecasting a profit below he analyst expectations the home improvement company warning in the last six months with improving housing demands a which is not seeing upgrades taking place as people get ready to sell. >>> and the defense contractor hensoldt met full-year revenue guidance it comes as heighten ed ed geopolitical tensions are on the rise >>> lufthansa revealed that italy has been b
that is territory that is uncomfortable for the index when it hit that mark good afternoon, goldman's is calling 8,200 by year end. we are watching that closely you can see other market participants as well in the french market, we have a flat open. good movement on the dax it is on the upside. we had weakness cropping up early on italian stocks are reflecting that the ninth positive week in a row. we are bookend with the spanish and swiss stocks >>> let's get to the belgium insurer...
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Mar 18, 2024
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- goldman sachs ceo warns it may be stickier than anticipated.van said inflation may be stickier than anticipated. he's an important guy. is he going to be sticky? going to stay with us for a long time? >> yeah, it is, and the fed's mandate, i agree 100%. fed mandate is 2%, not 2.5% but 2%. all this discussion about the fed reducing rates because they've met their challenge on reducing inflation is completely incorrect and going to remain above 3% would be my guess and will stay quite a long time and it's not only energy policy causing this, it's also the fact that we have bills like the science and chips act and inflation reduction act, which is pouring $1 trillion of free money into the economy and fuels the fire of inflation and so it'll be around for quite a listening time and so anybody thinking we're getting three cuts from the fed this year in my view is living in fiction. stuart: the market is cali. >> e yeah, but it's beginning to real estate this inflation enough is not 6% anymore will remain around, i think, 2.8, 3.4. that's going to b
- goldman sachs ceo warns it may be stickier than anticipated.van said inflation may be stickier than anticipated. he's an important guy. is he going to be sticky? going to stay with us for a long time? >> yeah, it is, and the fed's mandate, i agree 100%. fed mandate is 2%, not 2.5% but 2%. all this discussion about the fed reducing rates because they've met their challenge on reducing inflation is completely incorrect and going to remain above 3% would be my guess and will stay quite a...
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Mar 27, 2024
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next is goldman sachs co-head of market research, timothy moore. we are talking to people at the moment, what will be the big driver in the second quarter? tim: we're just finishing the first quarter and there is a few things we can mention about that in terms of the dispersion of returns. but looking forward, the key areas we investors will be focusing on will be five main factors. number one, obvious but important, is the fed and the prospect of the start of a cutting cycle and we think that will be amplified -- pretty much every central bank in asia will be embarking on a culling cycle, of course excluding the bank of japan. rates is number one. number two, geopolitics. the u.s. election is getting in gear and there will likely be some increase in geopolitical noise. we have two other important elections, one in india and one in korea. third is earnings. fourth would be various policy specific issues, i would north korea has a catalyst coming up with its program. and last, it sounds like market voodoo, but seasonality is really important. we see
next is goldman sachs co-head of market research, timothy moore. we are talking to people at the moment, what will be the big driver in the second quarter? tim: we're just finishing the first quarter and there is a few things we can mention about that in terms of the dispersion of returns. but looking forward, the key areas we investors will be focusing on will be five main factors. number one, obvious but important, is the fed and the prospect of the start of a cutting cycle and we think that...
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Mar 25, 2024
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tracking numbers are at 2% for the first quarter, and we have not gotten an update in a little bit goldman is at just below 2% or so >> yep >> it has been the strong growth that maybe made the market more calm about fewer rate cuts >>> let's get to post nine and the judge. >> i am scott wapner, front and center this hour the s&p paces for its fifth straight month of gains, and the investment committee debating how far your money can run now joining me, the committee. i guess the takeaway is doubt this market at your peril, because all the talk about momentum is about to die or in the process of dying, so not so fast >> tony pat goldman sachs summarizes all the things in 2024, they would have said the correction is coming, but the environment you have is a tranquil environment and an environment where money is being treated well, not just in the mag 7, but if you look at all of the s&p 500, in every equity sector except real estate and utilities. you go outside the u.s. to japan, and europe, money is being treated well that's the story limited volatility, and logic right now suggests you wa
tracking numbers are at 2% for the first quarter, and we have not gotten an update in a little bit goldman is at just below 2% or so >> yep >> it has been the strong growth that maybe made the market more calm about fewer rate cuts >>> let's get to post nine and the judge. >> i am scott wapner, front and center this hour the s&p paces for its fifth straight month of gains, and the investment committee debating how far your money can run now joining me, the...
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Mar 27, 2024
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or morgan stanley >> goldman over morgan stanley every day of the week.ecelerating they did a great job under james gorman ted pick takes over now as ceo but they have desscelerating rae of growth, whereas goldman has pressure to perform now. they fell short of expectations, but i think goldman is poised to pick up more share than anybody else >> final quick question. s&p downgrading five regional banks. is that as is off the case with these rating agencies being reactive late to the game or predictive of things to come >> i think it's a middle innings at first when it comes to commercial real estate this is a slog that's not a matter of months or quarters, but years. office is still an area to pay attention to so that's another reason why we like the largest bank over the smaller banks. >> mike, a pleasure to see you >>> speaking of financials, let's get some show and tell where we show you a chart and tell you the story robinhood hitting a 52-week high today as the company unveils its first-ever credit card the card offers 3% cash back that can be trans
or morgan stanley >> goldman over morgan stanley every day of the week.ecelerating they did a great job under james gorman ted pick takes over now as ceo but they have desscelerating rae of growth, whereas goldman has pressure to perform now. they fell short of expectations, but i think goldman is poised to pick up more share than anybody else >> final quick question. s&p downgrading five regional banks. is that as is off the case with these rating agencies being reactive late...
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Mar 11, 2024
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i learned at goldman sachs how humbling this market.endous tailwinds, but when one of your ideas goes against you, you have to explain why a person should buy more, or why they should cut their losses. i also learned to let your gains run, cut those losses. i learned the hard way. i had a real cantankerous client, a real estate tycoon i tried to win over for ages. he said he didn't want trades, he wanted long-term investment. i told him that i thought this stock would be a terrific addition to his portfolio, he agreed, and i got him 10,000 shares. i called him, and said bob, sell the 1000 shares. i thought he would think me. was furious. he told me i had said it would be a good long-term position, that could have great gains over time, he wasn't the least bit interested in only making $8000. then he questioned my integrity, and wondered if i was turning him. i was scorched, i was burned, but it taught me a terrific lesson. you don't want to turn your investment into a trade. bob was right. i was vindicated, despite myself. finally i lea
i learned at goldman sachs how humbling this market.endous tailwinds, but when one of your ideas goes against you, you have to explain why a person should buy more, or why they should cut their losses. i also learned to let your gains run, cut those losses. i learned the hard way. i had a real cantankerous client, a real estate tycoon i tried to win over for ages. he said he didn't want trades, he wanted long-term investment. i told him that i thought this stock would be a terrific addition to...
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Mar 1, 2024
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greg is an analyst at goldman. greg, great to have you here. was going to say greg to is have you here. >> thanks for having me, frank. >> i have to get buttoned up. you worked out today. i know you are ready to go. i have a lot of questions on small caps. especially talks about small caps. i'll give you credit because you're here. your etf is up 6%. what are you doing? >> it is a combination of things. we came into the year more positive than most people were on small caps. we have seen more from the healthcare companies and consumer companies and tech companies which helped us do well. we think the asset class is poised for a nice run after two tough years. most of which driven by a high velocity raise and interest rate raise. being in a range for now gives the small caps a tailwind. >> i had our data team run this. year to date, the fantastic four or fab four, 57% of the gains. you are putting your head down already? mega cap tech dominates. generally, aren't higher rates bad for small caps? >> in the past, it was a bad signal for small caps
greg is an analyst at goldman. greg, great to have you here. was going to say greg to is have you here. >> thanks for having me, frank. >> i have to get buttoned up. you worked out today. i know you are ready to go. i have a lot of questions on small caps. especially talks about small caps. i'll give you credit because you're here. your etf is up 6%. what are you doing? >> it is a combination of things. we came into the year more positive than most people were on small caps....
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for instance, goldman sachs, goldman is looking at 5100 by the end of the year.hat is interesting for gold man they see the rally picking up strength and momentum as the year goes on there is bank of america, she just hiked her target last week to 5400. but what i thought was interesting was the reason why she hiked it. it is not necessarily because of the fundamentals but she points out that bull markets end with euphoria, the sellside has actually grown more bullish on equities. so you know, the point is, she says, that they have to be bearish, right before they can actually, actually say we're euphoric or at least not enough folks are euphoric just yet. there is a market itself. what is interesting about the rally, if you look at the last rallies going all the way back to 1949, all the bull markets, this one, there is a gray area here and sort of like, at the bottom in 24 gray area. we're at the bottom of the trading channel. this is one of the slowest bull markets we've had since 1949 if you look at that so put it all together, where are we right now with all
for instance, goldman sachs, goldman is looking at 5100 by the end of the year.hat is interesting for gold man they see the rally picking up strength and momentum as the year goes on there is bank of america, she just hiked her target last week to 5400. but what i thought was interesting was the reason why she hiked it. it is not necessarily because of the fundamentals but she points out that bull markets end with euphoria, the sellside has actually grown more bullish on equities. so you know,...
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Mar 26, 2024
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goldman has had a heck of a run.s, and it gets hard to put new money to work here these stocks have a lot more room to run because of what steph and jason just said. at some point, much like the market, much like the semis we were talking about earlier, a little pause, a little bit of a giveback not a lot. sieve to respect the rally long term, i love these. short term, it's tricky. >> companies early in march reiterated guidance. it's where do you see the acceleration and momentum in capital markets. >> the valuations are quite attractive good decent yields, citigroup, you have to look at both parts what they've done and what the valuations represent >>> quick break. we'll document some ofim j's new moves. and mike santoli will join us with his "midday word. at pgim, finding opportunity in fixed income today, helps secure tomorrow. our time-tested fixed income suite, backed by over 145 years of risk experience, helps investors meet their goals. pgim investments. shaping tomorrow today. norman, bad news... pgim invest
goldman has had a heck of a run.s, and it gets hard to put new money to work here these stocks have a lot more room to run because of what steph and jason just said. at some point, much like the market, much like the semis we were talking about earlier, a little pause, a little bit of a giveback not a lot. sieve to respect the rally long term, i love these. short term, it's tricky. >> companies early in march reiterated guidance. it's where do you see the acceleration and momentum in...
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Mar 13, 2024
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and goldman sachs initiating royal caribbean.e operator offers best-in-class execution with incremental ranges. >>> toyota, panasonic, nippon steel, and nissan among the biggest companies agreeing to union demands for wage increases. they've been looking at it. the moves now pave the way for a potential shift in monetary policy at the bank of japan's meeting next week. >>> eu's lawmakers are set to give fievl approval on the ai. it will signal how other countries look to regulate the red-hot tech. >>> and volkswagen expects vehicle orders to grow next month. the carmaker says it started the year with a clearly positive trend compared to last year as it focuses on-ramping up new vehicles and reducing costs. >>> all right, coming up, the one word that every investor needs to know today, plus the hotter than expected cpi report not discountering our next guest. why she says the bull market remains firmly intact. if you haven't already, follow our podcast. if you miss "worldwide exchange," check out spotify, podcasts, or other apps.
and goldman sachs initiating royal caribbean.e operator offers best-in-class execution with incremental ranges. >>> toyota, panasonic, nippon steel, and nissan among the biggest companies agreeing to union demands for wage increases. they've been looking at it. the moves now pave the way for a potential shift in monetary policy at the bank of japan's meeting next week. >>> eu's lawmakers are set to give fievl approval on the ai. it will signal how other countries look to...
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Mar 8, 2024
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it is tapping goldman sachs and wells fargo to prepare for the debut.ompany was valued at $1.7 billion in 2021. >>> shares of novo nordisk are looking to push deeper into record territory this morning after is surpassing tesla in market value. this is after positive trial data for a new obesity drug. shares of novo nordisk falling in the pre-market. up over 30% year to day. you will hear more from the ceo on "money movers" at 11:00 a.m. >>> at 8:30 a.m. eastern today, the big market event of the week. release of the february jobs report. we get fed speak from john williams. he delivers comments in the 7:00 hours. the jobs report is the catalyst for the market as we close out the whipsaw week for stocks. the stocks are in the green. the dow would open 20 points higher. nasdaq off the highs of earlier today. for more, let's bring in tiffany mcghee. good morning, tiffany. >> good morning, frank. >> it's been a wild week. jay powell on the hill. jobs report and state of the union address. a lot for investors to consider. also the s&p hitting a new record. w
it is tapping goldman sachs and wells fargo to prepare for the debut.ompany was valued at $1.7 billion in 2021. >>> shares of novo nordisk are looking to push deeper into record territory this morning after is surpassing tesla in market value. this is after positive trial data for a new obesity drug. shares of novo nordisk falling in the pre-market. up over 30% year to day. you will hear more from the ceo on "money movers" at 11:00 a.m. >>> at 8:30 a.m. eastern...
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Mar 14, 2024
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joining us now is eric goldman, dean and professor of law at santa clara university.fessor goldman, thanks for being with us. we did something similar under president trump. it did not work. and now another attempt. is this just political posturing here? >> it really is. this is just a performative stunt to tell voters that congress knows about china and doesn't like them. but it's not actually a substantive attempt given the fact that the previous efforts have all failed in court. this one is probably going to fail as well. >> we just heard congresswoman ro khanna saying this isn't the way to do it. there is a deeper way to do it. can you expand on that? >> well, first of all, ro khanna made a really important point, that the ban would shut down political speech and lots of other kinds of speech. and that's not the way to solve any problem. that's just censorship. the better approach is if we're truly concerned about foreign governments accessing u.s. consumer data, the approach is to pass a comprehensive federal privacy bill that protects that information against al
joining us now is eric goldman, dean and professor of law at santa clara university.fessor goldman, thanks for being with us. we did something similar under president trump. it did not work. and now another attempt. is this just political posturing here? >> it really is. this is just a performative stunt to tell voters that congress knows about china and doesn't like them. but it's not actually a substantive attempt given the fact that the previous efforts have all failed in court. this...
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Mar 20, 2024
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dan goldman and jamie raskin, both lawyers and mr. goldman, a former prosecutor with the sdn. why from new york, will continue to lie today in this hearing and then go straight to the media to tell more lies. >> what's your response? cr >> well, first of all, this is a witness who has literally accused everyone from six fbi agents to cassidy hutchinson to the wall street journal, to every single one of his associates of being a liars. and he's the only one telling the truth. but what i questioned him about today, jake and i thought this was very narrow and pointed. >> he >> has never testified to any direct conversations with hunter biden or joe biden about any involvement of joe biden, nor can he he never actually did business with hunter biden hidden. he was removed from the deal because hunter biden suspected that he was trying he tony bobulinski was trying to get joe biden involved and hunter didn't want to this guy has an ax to grind. he's paid by donald trump. his lawyers are paid by donald trump's campaign. his lawyer is actually cassidy hutchinson's first lawyer who co
dan goldman and jamie raskin, both lawyers and mr. goldman, a former prosecutor with the sdn. why from new york, will continue to lie today in this hearing and then go straight to the media to tell more lies. >> what's your response? cr >> well, first of all, this is a witness who has literally accused everyone from six fbi agents to cassidy hutchinson to the wall street journal, to every single one of his associates of being a liars. and he's the only one telling the truth. but...
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Mar 22, 2024
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jonathan: we will catch up with goldman sachs up next.hs looking to diversify. ♪ [alarm beeping] amelia, turn off alarm. amelia, weather. 70 degrees and sunny today. amelia, unlock the door. i'm afraid i can't do that, jen. why not? did you forget something? my protein shake. the future isn't scary, not investing in it is. you're so dramatic amelia. bye jen. 100 innovative companies, one etf. before investing, carefully read and consider fund investment objectives, risks, charges expenses and more in prospectus at invesco.com. welcome to ameriprise. i'm sam morrison. my brother max recommended you. so, my best friend sophie says you've been a huge help. at ameriprise financial, more than 9 out of 10 of our clients are likely to recommend us. our neighbors, the garcía's, love working with you. because the advice we give is personalized, -hey, john reese, jr. -how's your father doing? to help reach your goals with confidence. my sister's told me so much about you. that's why it's more than advice worth listening to. it's advice worth talkin
jonathan: we will catch up with goldman sachs up next.hs looking to diversify. ♪ [alarm beeping] amelia, turn off alarm. amelia, weather. 70 degrees and sunny today. amelia, unlock the door. i'm afraid i can't do that, jen. why not? did you forget something? my protein shake. the future isn't scary, not investing in it is. you're so dramatic amelia. bye jen. 100 innovative companies, one etf. before investing, carefully read and consider fund investment objectives, risks, charges expenses and...
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Mar 4, 2024
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goldman sachs chairman on why u.s. equity market dominance is set to continue.hat's next, this is bloomberg. ♪ ♪ tom: welcome back to bloomberg. markets are set for fresh records and the nikkei top 40,000 bolstered by a record session on friday. we are joined by the head of investment strategy group and wealth management cio at goldman sachs. thank you for standing by. start with the upside. is there anything in the way of this? >> things on the upside and downside. earnings have surprised in the first quarter so that is supportive of the u.s. market. not emerging markets. earnings support will continue in as people become confident, that will support markets. there does not have to be an immediate catalyst and we could have a trading range because after a long rally you tend to have pullbacks. we don't think that will derail the trend. there are risks but the main driver would be lower inflation, lower interest rates and easier policy. specifically the u.s. where we expect for cots and that supports the market. tom: interesting, strength coming through and cont
goldman sachs chairman on why u.s. equity market dominance is set to continue.hat's next, this is bloomberg. ♪ ♪ tom: welcome back to bloomberg. markets are set for fresh records and the nikkei top 40,000 bolstered by a record session on friday. we are joined by the head of investment strategy group and wealth management cio at goldman sachs. thank you for standing by. start with the upside. is there anything in the way of this? >> things on the upside and downside. earnings have...
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in the chief strategist at goldman sachs wealth management don't invest in china that is from goldmanquite a change in what were hearing from some of the global managers who were all in on china just a couple of years ago, thank you david kudla joining us. breaking news nikki haley will deliver remarks at 10:00 a.m. eastern and charleston south carolina. it's being reported the wall street journal is reporting shall be dropping out of the 2024 presidential race we will follow it and we will have more as we come out of the short break. stay with us. all when i was your age, we never had anything like this. what? wifi? wifi that works all over the house, even the basement. the basement. so i can finally throw that party... and invite shannon barnes. dream do come true. xfinity gives you reliable wifi with wall-to-wall coverage on all your devices, even when everyone is online. maybe we'll even get married one day. i wonder what i will be doing? probably still living here with mom and dad. fast reliable speeds right where you need them. that's wall-to-wall wifi on the xfinity 10g network
in the chief strategist at goldman sachs wealth management don't invest in china that is from goldmanquite a change in what were hearing from some of the global managers who were all in on china just a couple of years ago, thank you david kudla joining us. breaking news nikki haley will deliver remarks at 10:00 a.m. eastern and charleston south carolina. it's being reported the wall street journal is reporting shall be dropping out of the 2024 presidential race we will follow it and we will...
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Mar 28, 2024
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let's talk with the coo of goldman sachs.tives getting a bigger slice of the pie what is happening? >> it's great to see you, bob. it's interesting that this whole active theme started years ago the first was launched in about 2008 what's happened very quietly in the last three years, etf assets have continued to grow, but the share of activists has continued to grow. three years ago it's represented less than 1% of the total. now it's almost 7% two-thirds of all etfs launched are active so it's tail wind significant trend in the industry. >> i am surprised how many old-fashioned stock pickers are turning to the etf i know you helped jeremy grant ham start his first in november, famous value stock, some of the big stock picking value firms helped them launch three etfs. the lower fees that the passive etfs are charging has forced the hand of the old school mutual fund managers. that's what's happening, isn't it >> to a certain degree we listed an etf for another 40-year-old value asset manager. i think when you think about al
let's talk with the coo of goldman sachs.tives getting a bigger slice of the pie what is happening? >> it's great to see you, bob. it's interesting that this whole active theme started years ago the first was launched in about 2008 what's happened very quietly in the last three years, etf assets have continued to grow, but the share of activists has continued to grow. three years ago it's represented less than 1% of the total. now it's almost 7% two-thirds of all etfs launched are active...
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goldman sachs just made some changes to its conviction list. wait a second.oing up, buy it, is that what it is? lauren: market opportunities defined by goldman sachs after extensive research. stuart: who's in, who's out? if. lauren: i can tell you that apple is out. there are concerns about reduced demand for the iphone specifically. goldman still maintains the buy rating which means it till loves the stock, just not enough to pit on the conviction list. they see strength in their services department and, of course, that install base. so many people use apple products. they also added amgen. they're developing a weight loss drug, so this is a way you can get into that a market. monday.com helping organize work now, and they're removing merck and vertex. stuart: one of the stocks that justin took off in the last couple of weeks was amd. they've taken off the off to the point they've just crossed a milestone. i think i know what it is -- lauren: market cap of $300 million. i am thanking dell for this 3.7% gain request today. amd's chips, like nvidia's, also pow
goldman sachs just made some changes to its conviction list. wait a second.oing up, buy it, is that what it is? lauren: market opportunities defined by goldman sachs after extensive research. stuart: who's in, who's out? if. lauren: i can tell you that apple is out. there are concerns about reduced demand for the iphone specifically. goldman still maintains the buy rating which means it till loves the stock, just not enough to pit on the conviction list. they see strength in their services...
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Mar 20, 2024
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it is now the time to buy and goldman sachs says no one should invest in china and that's true becauseontrol and those controls affect business throughout two history losing to chinese leaders do this and every time it's a disaster not just for the economy but society as a whole, yes china is on investable. maria: one thing i'm waiting for a what you're waiting for is to see somebody in leadership, somebody who will want to do the right thing to pull the capital market lever get the communist party of china companies out of our exchanges and stop enabling american investors to fund the expansion of our number one adversary. >> absolutely. every dollar that we invest in china go to the chinese military we say the private companies in china and they're not connected with the military. xi jinping has military civil fusion which means everything a civilian company has its pipeline to the generals and admirals if they wanted which means very different society than ours. by the way were talking about apple, it's been devastated inside of china because xi jinping wants its market share to dec
it is now the time to buy and goldman sachs says no one should invest in china and that's true becauseontrol and those controls affect business throughout two history losing to chinese leaders do this and every time it's a disaster not just for the economy but society as a whole, yes china is on investable. maria: one thing i'm waiting for a what you're waiting for is to see somebody in leadership, somebody who will want to do the right thing to pull the capital market lever get the communist...
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Mar 20, 2024
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rep dan goldman and jamie if raskin, both lawyers, and mr. goldman, a former prosecutor with the sdny, will continue to lie in this hearing and then go straight to the media to tell more lies. hunter biden gave his transcribed interview on february 28th and lied throughout his testimony. he lied on important details concerning his money demands and threats to cefc. of jim biden also lied extensively throughout his transcribed interview on february 21st and is perjured himself. joe biden was more than a participant in and a beneficiary of his family's business, he was an about active, aware enab abler. elizabeth: a lot of lying going on. congressman p did jamie raskin and dan goldman go into meltdown mode when he call called them out? >> they melted like the nazi ises in reeders of the lost ark -- raiders of the host ark. as they said in elementary are school is, they can't take it, and they did go into meltdown mode. the witness can say whatever the witness wants to, and he did just that. i do think that hinter biden was lying. i sat in on th
rep dan goldman and jamie if raskin, both lawyers, and mr. goldman, a former prosecutor with the sdny, will continue to lie in this hearing and then go straight to the media to tell more lies. hunter biden gave his transcribed interview on february 28th and lied throughout his testimony. he lied on important details concerning his money demands and threats to cefc. of jim biden also lied extensively throughout his transcribed interview on february 21st and is perjured himself. joe biden was...
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Mar 6, 2024
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. >> like, goldman sachs has one, everyone is already talking about the rescue before the crisis can even happen. so, it feels like there is a lot of capital, it feels like there are a lot of layers who are like, begging for a blowup. there is a kid doing 600 million square feet of san francisco office real estate, i believe, right now. they wrote him up in the journal. there are a lot of white knights. there aren't enough crises for all of these white knights to fund. so, it is a little bit ironic, and it doesn't mean things can't get worse. but, right now, when everyone is already launching the rescue fund, it is really hard to start panicking over the potential for systemic risk. but of course, we are all adults, so we keep it in the backs of our minds. >> steve, i think josh said it best when you said that investors are going to be taking a second and third looks at the regional banks now, even if you believe this is idiosyncratic and it is not -- you are going to be going over these with find tube combs before you put money at risk. and i would gather that fed officials are goin
. >> like, goldman sachs has one, everyone is already talking about the rescue before the crisis can even happen. so, it feels like there is a lot of capital, it feels like there are a lot of layers who are like, begging for a blowup. there is a kid doing 600 million square feet of san francisco office real estate, i believe, right now. they wrote him up in the journal. there are a lot of white knights. there aren't enough crises for all of these white knights to fund. so, it is a little...
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Mar 25, 2024
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i want to read you something that goldman pascrell low put out. i cite his stuff a lot quote, if i were told in early january that three of the main seven stocks would trade lower in q1, that registered equity supply would rise to the highest level since late '21, that core inflation -- and in turn the number of implied fed cuts for 2024 would be hafled, would you have guessed the u.s. equities would do nothing but melt higher he's got a good point. does all that give >> sure. the question is does it give from way higher numbers. it's a little bit like we talked about six, nine months ago with nvidia everyone wants to call the top to me, there's a perverse, sort of, arrogance. it's like i missed the first two trillion but i'm going to be -- for the next six months forward. i'm going to nail the top. it's going to fall the 20% i know and everyone else knows it needs to go down this is very unlikely you could time it that well. i think you need exposure to risk assets, and i think the story is compelling for margin expansion. i hear what he's saying
i want to read you something that goldman pascrell low put out. i cite his stuff a lot quote, if i were told in early january that three of the main seven stocks would trade lower in q1, that registered equity supply would rise to the highest level since late '21, that core inflation -- and in turn the number of implied fed cuts for 2024 would be hafled, would you have guessed the u.s. equities would do nothing but melt higher he's got a good point. does all that give >> sure. the...
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Mar 12, 2024
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i heard the concept of suitability when i was at training at goldman sachs. now called private wealth management. i have been buying individual stocks for myself and others before a half decade before i got to goldman in 1989 as a summer intern. at the time i was watching financial news network. that of the predecessor to cnbc. whenever i could i'd run to the harvard business school library where they had all the old research reports from long gone firms like base and lehman about stocks totally on a catch to catch can basis. those who grew up with the internet have no idea how hard it was to access information in the '80s. if i liked a company i would have to ask the librarian for a microfiche of the firm's sec filings. these were little pieces of plastic and you read the file usually six months old by the time i got them. everything i did back then is online and updated. the imperfections were legion and more on that later tonight. i spent all week trying to find a stock that i thought would work. one stock that would be good for a week. where anyone who wa
i heard the concept of suitability when i was at training at goldman sachs. now called private wealth management. i have been buying individual stocks for myself and others before a half decade before i got to goldman in 1989 as a summer intern. at the time i was watching financial news network. that of the predecessor to cnbc. whenever i could i'd run to the harvard business school library where they had all the old research reports from long gone firms like base and lehman about stocks...
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Mar 12, 2024
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you have seen goldman and jp morgan coming out and saying that you look at earnings and they justify what we are seeing in valuation. walk me through how you are thinking about that conversation in relation to what we have seen already in the late 90's. >> i was managing money back then. it was an interesting time. it was fun. it ultimately ended. a number of things are different. one thing that drove for example cisco, what drove down the stock price was their underlying customers went out of business and that is partly because we were valuing companies on eyeballs and clicks and these companies melted down. now we have what i think we are in the early stages of is the ai early generative. we are overweight technology but we are looking to names in the old economy that are utilizing and pivoting to digitization and generative ai computing. that broadens the universe. for companies generating strong earnings growth -- i agree with the strategists. the valuations are not out of line. take a microsoft that is now trading at 33 times with a much more robust company underlying edge. orac
you have seen goldman and jp morgan coming out and saying that you look at earnings and they justify what we are seeing in valuation. walk me through how you are thinking about that conversation in relation to what we have seen already in the late 90's. >> i was managing money back then. it was an interesting time. it was fun. it ultimately ended. a number of things are different. one thing that drove for example cisco, what drove down the stock price was their underlying customers went...
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Mar 19, 2024
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we've seen goldman sachs adjusting their forecast and they expect to see for next year. does bloomberg intelligence lie? >> base case, 23 is reasonable. until something cracks like an equity market meltdown they will cut. if something happens they will go. but at best, three cuts for now. the fed will try to back expectations. tom: thank you very much. we continue to keep across the bank of japan story saying the price target is insight but data showed the virtuous cycle is strengthening. plenty more as the bank of japan governor continues the process. his analysis is next. this is bloomberg. ♪ ♪ tom: welcome back to daybreak europe. the governor continues the press conference after the decision to raise interest rates, ending yield curve control. prices not expecting a spike. the price target is in sight and ueda sees the virtuous economic cycle strengthening. japanese jgb benchmark is down close to three basis points. let's bring in chief economist in tokyo for the latest analysis. your topline response, they've done it since 2007, the last bank two and negative intere
we've seen goldman sachs adjusting their forecast and they expect to see for next year. does bloomberg intelligence lie? >> base case, 23 is reasonable. until something cracks like an equity market meltdown they will cut. if something happens they will go. but at best, three cuts for now. the fed will try to back expectations. tom: thank you very much. we continue to keep across the bank of japan story saying the price target is insight but data showed the virtuous cycle is strengthening....
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Mar 19, 2024
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the chief economist for goldman sachs once warned that toxic mortgages would ignite a recession he was right. now, he is making a more optimistic bet on artificial intelligence. and the economy seen as matt egan is all over this story. normally you come with these doomsday scenarios. this is kind of the opposite of that. >> it is the opposite. john, listen, young hot. so this is one of the most closely watched economists on wall street because yes, he has mailed a few big calls, including predicting a soft landing for the us back when a lot of people thought of recession was inevitable. so i asked you on a hobbyist about ai. i said it's going to be a job killer or a job chris >> all of us more efficient. take a listen >> it will destroy employment in some areas. i mean, there will be parts of the market where the, you know where tasks can be replaced to a degree that is going to result in reduced employment there. but then you'll also find other ways of innovating and creating more jobs somewhere else. i mean, this is the story of economic growth and innovation for hundreds of years no
the chief economist for goldman sachs once warned that toxic mortgages would ignite a recession he was right. now, he is making a more optimistic bet on artificial intelligence. and the economy seen as matt egan is all over this story. normally you come with these doomsday scenarios. this is kind of the opposite of that. >> it is the opposite. john, listen, young hot. so this is one of the most closely watched economists on wall street because yes, he has mailed a few big calls, including...
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because the question is, how far can germany, goldman pop up once germany go in supporting degrees without, without becoming the part of this world becoming directly involved? as for the swap, because because it's like very old, this video, bas, dangerous for so. so the euro a very, very, to be complications for europe. but after such a step that was the delay is flooded. mirror epa flat america. thank you. thank turning now to iran, where unofficial results of elections show the lowest turn out in the slow make republics history. only about a 40 percent of the country is eligible. voters turned up at the polls on friday. the election for a new parliament and a powerful council of experts is largely a contest among the countries. conservatives is a bronze 1st national vote since widespread anti government protest spark by the death of gina masa, a mini following her arrest for allegedly violating the countries stripped at dress code for women, or castro robbie and direct research on a ron's revolutionary guard corps for the policy organization, united against nuclear iran. we asked him ear
because the question is, how far can germany, goldman pop up once germany go in supporting degrees without, without becoming the part of this world becoming directly involved? as for the swap, because because it's like very old, this video, bas, dangerous for so. so the euro a very, very, to be complications for europe. but after such a step that was the delay is flooded. mirror epa flat america. thank you. thank turning now to iran, where unofficial results of elections show the lowest turn...
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Mar 3, 2024
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according to the analysis of the american goldman sachs banking institution, the price of copper per ton will reach over 10,000 dollars in the next year. the main reason for this increase is the decrease in supply. egypt is known in latin america. the price of the third most consumed metal in the world increased by 4 percent compared to the last week. one of the factors affecting the price of egypt is its supply and demand situation . the most important of these factors can be mentioned the volume of demand from china and the supply of egypt by chile. there are other factors on the price of egypt. they have an effect, such as the price of the dollar and the euro, the volume of extraction and production, for example, the price of oil, the fluctuations of the london stock exchange, in contrast to the increase in the price of this red gold, its production has been accompanied by a decrease due to the closure of some mines, the amount of production of factories that extract and produce bullion, as well as other products affiliated to egypt with a serious decline faced. part of which is r
according to the analysis of the american goldman sachs banking institution, the price of copper per ton will reach over 10,000 dollars in the next year. the main reason for this increase is the decrease in supply. egypt is known in latin america. the price of the third most consumed metal in the world increased by 4 percent compared to the last week. one of the factors affecting the price of egypt is its supply and demand situation . the most important of these factors can be mentioned the...
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Mar 11, 2024
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annabelle: that was nikhil bhandari, head of apac natural resources and clean energy research at goldman. just a couple data points to note, we just had producer price inflation numbers dropping for japan. over the month of february we saw a pickup for the reading year on year 6%, higher than the estimate for .5%. and a pickup from the reading prior. month on month also be economist forecasts, .2%. the survey had been for .1%. again, it is that story of inflation that is picking up in japan. how likely we are to see price pressures in place. inflation would trend lower towards the end of the year but a lot of focus on whether we are going to see any sort of policy shift from the boj at its march meeting next week. we will have more ahead on daybreak australia. this is bloomberg. ♪ annabelle: some of the latest corporate stories we're tracking. shares rallying after reporting a spike in bookings attributed to its cloud computing business. revenue for the division jumped 25% to $5.1 billion in the latest quarter. oracle is focused on expanding its cloud infrastructure business to compete w
annabelle: that was nikhil bhandari, head of apac natural resources and clean energy research at goldman. just a couple data points to note, we just had producer price inflation numbers dropping for japan. over the month of february we saw a pickup for the reading year on year 6%, higher than the estimate for .5%. and a pickup from the reading prior. month on month also be economist forecasts, .2%. the survey had been for .1%. again, it is that story of inflation that is picking up in japan....
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Mar 4, 2024
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according to goldman sachs, it will be up by only i.5%. to various reasons, primarily because of the global economic outlook right now, especially what's happening in europe. and then china, of course, because china is the biggest consumer of oil in the world, but the economy hasn't really picked up the way many had anticipated, which has actually affected supplies. these are voluntary cuts where countries don't have to formally agree at the opec plus level. but the fact that all the countries made these announcements together, which is saudi arabia, russia, the uae, kuwait, iraq, itjust shows that it was a coordinated effort. it's a coordinated effort and a coordinated action. the next meeting will be injune. and i think what opec plus will look for is that if there is an uptick in oil prices by that time to a level where they feel that maybe now they can force these voluntary cuts, which is not expected anytime soon, but that is something to watch out for. to japan now, where it's been another record breaking trading session for markets,
according to goldman sachs, it will be up by only i.5%. to various reasons, primarily because of the global economic outlook right now, especially what's happening in europe. and then china, of course, because china is the biggest consumer of oil in the world, but the economy hasn't really picked up the way many had anticipated, which has actually affected supplies. these are voluntary cuts where countries don't have to formally agree at the opec plus level. but the fact that all the countries...
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he used to work for goldman sachs, starts his own private equity firm.- you know, this deal probably is theirs if they want it. there's a few levers to -- is to dot and ts to cross, and we'll get to that in a second. he brings a lot to it because he has two really good media people. he has jeff shell who, you know, ignominious exit from, you know, cue the inappropriate behavior with a female reporter, but, you know, again, smart guy. jeff zucker, former head of cnn. these guys know the business. and from what i understand, if this does happen, shell definitely plays some role and possibly if even zucker. liz: both of these guys are seasoned -- >> smart guys. liz: -- tv news executives. >> we should point out a lot could go wrong. here's why. shari redstone, who owns paramount through a holding company created by her old man, sumner, the media mogul, national amusements, you have to buy that. you back into the ownership of paramount assets, and then you have the thorny issue of common shareholders. so you buy her thing for $4 billion, is mario gabelli and
he used to work for goldman sachs, starts his own private equity firm.- you know, this deal probably is theirs if they want it. there's a few levers to -- is to dot and ts to cross, and we'll get to that in a second. he brings a lot to it because he has two really good media people. he has jeff shell who, you know, ignominious exit from, you know, cue the inappropriate behavior with a female reporter, but, you know, again, smart guy. jeff zucker, former head of cnn. these guys know the...
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Mar 28, 2024
03/24
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they are talking about governments, earnings strength, so that is the view from goldman sachs.e a look cross asset at how the performance has shaped up in the first quarter, because the underperformance of the bond markets in the last 24 hours, we have seen that on the back of comments coming through from chris waller, but to gains coming through for the equity component. the bloomberg dollar index and on the downside markets as well. commodities performing relatively well, but in terms of cross asset clear outperformance of equities. let's have a look at what is happening in the cocoa story, because that is been one of tech headlines that is driven interest this week with cocoa at one point crossing through $10,000. this is the equivalent in terms of what you buy for the equivalent of one ton of cocoa. the crop situation in west africa is a challenge pushing up prices. 4.4 ounces of gold for one ton of cocoa. 22 tons of soy. three months of rent in new york on the back of that. just in terms of the context for the upside what you can buy. complications may be for your chocolat
they are talking about governments, earnings strength, so that is the view from goldman sachs.e a look cross asset at how the performance has shaped up in the first quarter, because the underperformance of the bond markets in the last 24 hours, we have seen that on the back of comments coming through from chris waller, but to gains coming through for the equity component. the bloomberg dollar index and on the downside markets as well. commodities performing relatively well, but in terms of...
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Mar 19, 2024
03/24
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sachs on the five year yield to the highest level so far this year and goldman is forecasting fewer fed rate cuts this year's that we see market implied odds of the june cut being repriced annabelle. annabelle: it is the biggest central thank focus but let's get to the boj decision coming up and stephen engle is outside the central bank in tokyo. so much anticipation but also so much that is being reported already in local media so is it any surprise perhaps that it would come today? >> the only surprise will potentially come in the press conference later today when the governor meets the press and gives a rationale for whatever decisions they make which has been widely reported by media here sort of a foregone conclusion what we also reported yesterday in addition to this morning we got the report saying in addition to exiting the negative interest rate policy for the first time in 17 years they essentially will scrap the yield curve control as well as etf purchases and purchases of jay reit's which they have not done since 2022 and etf purchase program has been in place since 2000
sachs on the five year yield to the highest level so far this year and goldman is forecasting fewer fed rate cuts this year's that we see market implied odds of the june cut being repriced annabelle. annabelle: it is the biggest central thank focus but let's get to the boj decision coming up and stephen engle is outside the central bank in tokyo. so much anticipation but also so much that is being reported already in local media so is it any surprise perhaps that it would come today? >>...
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Mar 15, 2024
03/24
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goldman sachs says they will resume actively investing in commercial properties in the u.s.ar. the ceo sees a buying opportunity. this comes as the executives called the u.s. the most oversupplied office market in the world. investors had taken on too much debt. both of those remarks follow the chairman jay powell's warning during congressional testimony last week of the likely wave of bank failures stemming from the commercial real estate struggles. let's get more on where the sector stands with an insider. the ceo and president of marcus. one of the largest real estate financing firms in the u.s. you have a pulse on things. thank you for being here. >> good morning, dom. >> this is a debate. we have the bull and bears coming up. although, i would say there are folks out there like brookfield with exposure to the market. they have some weight. where do you stand on this? how good or bad is the commercial real estate market right now? >> you called out two of our institutions we do business wih all the time. the book is being judged by its cover. office space is one reality.
goldman sachs says they will resume actively investing in commercial properties in the u.s.ar. the ceo sees a buying opportunity. this comes as the executives called the u.s. the most oversupplied office market in the world. investors had taken on too much debt. both of those remarks follow the chairman jay powell's warning during congressional testimony last week of the likely wave of bank failures stemming from the commercial real estate struggles. let's get more on where the sector stands...
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Mar 1, 2024
03/24
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let's talk about apple, getting the boot from goldman. >> it's no longer the top investment for goldmant's still a buy but it's not making the list and there's been a lot of views around and everyone has talked about generative ai. they are no longer their decade-long project for electric vehicles but they are focusing on ai. there's been a lot of competition in this is obviously the newest thing. people are questioning what can change for apple and whether the iphone 16 can bring this extra new thing with generative ai that others are not offering at the moment. katie: still a buy but not an ultra buy. thank you so much. coming up, dell is the latest stock to be swept into ai fueling markets. more on the tech giant next. this is bloomberg. ♪ thanks to avalara, we can calculate sales tax automatically. avalarahhhhhh what if tax rates change? ahhhhhh filing sales tax returns? ahhhhhh business license guidance? ahhhhhh -cross-border sales? -ahhhhhh -item classification? -ahhhhhh does it connect with acc...? ahhhhhh ahhhhhh ahhhhhh katie: let's talk about openai and elon musk. he has sued
let's talk about apple, getting the boot from goldman. >> it's no longer the top investment for goldmant's still a buy but it's not making the list and there's been a lot of views around and everyone has talked about generative ai. they are no longer their decade-long project for electric vehicles but they are focusing on ai. there's been a lot of competition in this is obviously the newest thing. people are questioning what can change for apple and whether the iphone 16 can bring this...
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Mar 8, 2024
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the recent crypto mania lifting coinbase, goldman upgraded the stock to neutral. >>> next, more on the intraday reversal for stocks with jeremy siegel. his first take on the jobs report and on the rally, what is happening in the stocks. you are watching closing bell on cnbc. complexity. healthcare payments are filled with it. wasted time, inadequate resources. confusion about the cost of care and how to afford it. it's time to simplify. waystar's technology is the way to make healthcare payments more human. the way for providers to prioritize care and improve margins. the way for patients to have clarity and trust. the way to care for healthcare payments. waystar. the way forward. (grunting) at morgan stanley, old school hard work meets bold new thinking. (laughter) at 88 years old, we still see the world with the wonder of new eyes, helping you discover untapped possibilities and relentlessly working with you to make them real. old school grit. new world ideas. morgan stanley. when i was your age, we never had anything like this. old school grit. newhat? wifi?as. wifi that works all o
the recent crypto mania lifting coinbase, goldman upgraded the stock to neutral. >>> next, more on the intraday reversal for stocks with jeremy siegel. his first take on the jobs report and on the rally, what is happening in the stocks. you are watching closing bell on cnbc. complexity. healthcare payments are filled with it. wasted time, inadequate resources. confusion about the cost of care and how to afford it. it's time to simplify. waystar's technology is the way to make...
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Mar 4, 2024
03/24
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goldman sachs wealth management cio says china's stock market decliners are not enough to warrant puttingey into the country. she sees the economy struggling in the property market, infrastructure and exports. >> given how cheap china peers, people in evitable lycee, has it discounted the worst news? i review is one should not invest in china. we think the economy is going to continue to steadily slow down for the next 10 years. that is an important factor. when we are looking at policy uncertainty, it is not clear what the overall general direction of policy will be long-term. haidi: also sharing his bleak the on china is the ruby need ceo. >> i am more concerned about china than europe. europe has been in stagnation for the last few quarters. . same thing with the united kingdom. given the shock that came from russia and ukraine, it could be a real hard landing. the other problem with europe is aging lack of technological innovation and things that are more structural. china is a more serious story. i would say most people estimate the potential growth for china is going to be between 2
goldman sachs wealth management cio says china's stock market decliners are not enough to warrant puttingey into the country. she sees the economy struggling in the property market, infrastructure and exports. >> given how cheap china peers, people in evitable lycee, has it discounted the worst news? i review is one should not invest in china. we think the economy is going to continue to steadily slow down for the next 10 years. that is an important factor. when we are looking at policy...