Like defense, Goldman says ESG investors should bring oil and gas stocks in from the cold
Tobacco giants, fossil fuel companies and weapons makers have typically been among those to have been excluded from sustainable portfolios.
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22 days ago
Like defense, Goldman says ESG investors should bring oil and gas stocks in from the cold
Tobacco giants, fossil fuel companies and weapons makers have typically been among those to have been excluded from sustainable portfolios.
Goldman says these names can rally this earnings season after likely topping expectations
The firm found names with expected upward earnings revisions that can drive shares higher.
24 days ago
Q1 GDP Tracking: Near Zero Growth
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a story from Calculated Risk › Calculated Risk
From BofA:
Since our last publication, our 1Q GDP tracking has remained unchanged at 0.4% q/q saar. [Apr 11th estimate]From Goldman:
emphasis added
We left our Q1 GDP tracking estimate unchanged at +…
26 days ago
Uncertainty persists even after Trump’s ‘capitulation to markets’, investors say
Goldman Sachs rapidly reverses call for recession after president’s U-turn
Goldman forecast a recession, then almost immediately rescinded it after Trump tariff pause
Goldman on Wednesday reverted to its previous non-recession baseline forecast, which calls for GDP growth of 0.5% and a 45% probability of recession.
Goldman forecast a recession, then almost immediately rescinded it after Trump tariff pause
Goldman on Wednesday reverted to its previous non-recession baseline forecast, which calls for GDP growth of 0.5% and a 45% probability of recession.
Goldman Sachs says to brace for a bigger stock drawdown, wider credit spreads and recession
The firm's economists will 'likely move' to a recession as their base case scenario if the tariffs are implemented as Trump has promised.
Goldman Sachs says to brace for a bigger stock drawdown, wider credit spreads and recession
The firm's economists will 'likely move' to a recession as their base case scenario if the tariffs are implemented as Trump has promised.
27 days ago
Goldman warns of hit to China GDP from tariffs
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