Main Street Investors Are Piling Into the Trump Trade. Watch Out.
Express News | The regulatory authority of the Italian exchange shows that goldman sachs holds 5.61% of the shares of united crediting, of which 4.36% is held through derivatives; it has 1.02% of the voting rights.
Express News | Goldman Sachs Holds 5.61% of UniCredit, of Which 4.36% Through Derivatives and 1.02% of Voting Rights - Italian Bourse Watchdog Filing
Express News | Wells Fargo & Co: Multiple factors favoring the banking industry after the US election, with overall target price upgrades for large cap bank stocks.
Goldman Sachs Is Maintained at Overweight by Wells Fargo
Goldman Sachs Gr Analyst Ratings
Wells Fargo Maintains Goldman Sachs(GS.US) With Buy Rating, Maintains Target Price $680
The 'Trump trade' of the 2016 version completely reversed afterwards, what about this time?
After Trump's election victory, the US dollar, US stocks, and small cap stocks usually tend to strengthen. However, during Trump 1.0, from 2016 to 2020, the US dollar and small cap stocks performed poorly, failing to rise as expected, while the rise in US stocks was mostly attributable to the strength of technology stocks. Analysis suggests that the 'Trump trade' is not the same as 'Trump investment', it is more of a short-term market reaction rather than a long-term trend.
Express News | Goldman Sachs predicts that the Bank of Canada will cut interest rates by 50 basis points at the December meeting, compared to the previous forecast of 25 basis points.
"How long can the Trump trade continue?"
Compared to other presidential candidates, the impact of Trump's victory is unique, but Wall Street should also be wary of the fading of this effect.
"Trump trade" remains popular, but how much longer can it last.
Stocks, bonds, and other assets are already expensive relative to historical levels. Trump's trade protectionism policy may lead to a resurgence of inflation and force the Federal Reserve to maintain interest rates at high levels for a longer period of time. In addition, the US economy is facing continuously expanding fiscal deficits and a labor market that is already showing signs of fatigue, which could put pressure on the economic growth outlook.
Express News | After Trump's election victory, the stock prices of several major US banks soared. JPMorgan CEO Damond: Many bankers are dancing in the street like.
Wells Fargo Maintains Goldman Sachs(GS.US) With Buy Rating, Raises Target Price to $680
Dow's 238-Point Fall Led By Losses In UnitedHealth, Salesforce Shares
Behind the Scenes of Goldman Sachs Gr's Latest Options Trends
7 Financials Stocks Whale Activity In Today's Session
Why Is Goldman (GS) Up 12.2% Since Last Earnings Report?
Leading the rise in overseas bank stocks, is Goldman Sachs really the big winner in the Trump trade?
Analysis suggests that due to the significant growth of private crediting and alternative assets, goldman sachs may become a potential big winner among banks. On one hand, there will be no restrictions on private crediting during Trump's presidency, allowing it to continue growing for the next four years; on the other hand, the rise in government bond yields may also benefit private crediting.
Full text | Bilibili Q3 earnings conference transcript: In the first nine months, nearly 2.7 million content creators earned income on Bilibili.
On the evening of November 14, Beijing time, bilibili (NASDAQ: BILI; HKEX: 9626) released its financial report for the third quarter of 2024, ending September 30: total net revenue was 7.31 billion yuan, a year-on-year increase of 26%. The net loss was 79.8 million yuan, narrowing by 94% year-on-year. Adjusted net income, not in accordance with Generally Accepted Accounting Principles in the usa, was 0.2359 billion yuan, while the net loss in the same period last year was 0.8635 billion yuan. After the financial report was released, bilibili's chairman and CEO Chen Rui, vice chairman and chief operation officer Li Ni, and CFO Fan Xin, along with other company executives, attended the event.
European Investment Banks Set to Benefit From U.S. Activity, JP Morgan Says -- Market Talk