Tony Pasquariello, Goldman Sachs head of hedge fund client coverage, joins 'Closing Bell' to discuss how investors should position their portfolio in 2026. Read more
Cnbc - Dec 19
Tomohiro Ota from Goldman Sachs says Japan’s rate hikes reflect a long-term structural shift out of deflation rather than a typical inflation fight. He expects the BOJ to next hike rates in July 2026, with the terminal rate eventually reaching 1.5% by mid-2027. Ota also discusses why the BOJ rema... Read more
Cnbc - Dec 19
The Investment Committee’s best bets for this market — don’t miss these moves. Read more
Cnbc - Dec 16Goldman expects earnings per share growth for information technology companies to moderate from 26% in 2025 to 24% in 2026 Read more
Insider - Dec 15
China's focus on food security mirrors efforts for self-sufficiency in chips and energy, Goldman Sachs said. Read more
Cnbc - Dec 14
Goldman Sachs Financials Group Business Unit Leader Richard Ramsden joins CNBC’s ‘Halftime Report’ to discuss the bank’s spending forecast, optimism about the U.S. economy, and more. Read more
Cnbc - Dec 10
Santanu Sengupta, Chief India Economist at Goldman Sachs, discusses the RBI's rate cut last week. He says this could be the end of the central bank's rate-cutting cycle, at least for the next few quarters, as the RBI focuses on easing financial conditions through liquidity measures. Read more
Cnbc - Dec 08Private AI looks overstretched, with valuations and growth expectations feeding each other instead of reflecting the underlying business reality. Read more
Insider - Dec 05
Jacqueline Du, head of China industrial tech research at Goldman Sachs, says that there is demand for humanoid robots even if they are not yet highly useful, and companies that are part of the supply chain are optimistic. She also says that there are different mindsets in China and the US regardi... Read more
Cnbc - Nov 28
Kim Posnett, Goldman Sachs co-head of investment banking, joins 'The Exchange' to discuss Posnett's thoughts on the state of the AI trade, the debt issuance for hyperscalers and much more. Read more
Cnbc - Nov 19
