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Goldman Sachs anticipates that President Trump's impending tariffs will significantly increase inflation and unemployment, while stalling economic growth. The investment bank predicts a 15 percentage point rise in tariff rates, though exclusions may reduce this to 9 percentage points over time.
Goldman Sachs anticipates that President Trump's impending tariffs will significantly increase inflation and unemployment while stunting economic growth, raising recession risks to 35%. The firm projects inflation to reach 3.5% by 2025 and expects the Federal Reserve to implement three rate cuts this year. With a potential tariff increase of 15 percentage points, the economic outlook suggests a return to stagflation reminiscent of the late 1970s and early '80s.
Goldman Sachs has raised its U.S. recession probability to 35% from 20%, citing weaker consumer and business sentiment amid escalating trade tensions. The bank now expects average U.S. tariffs to increase by 15 percentage points in 2025, leading to a projected GDP growth slowdown to 1.0% and a rise in unemployment to 4.5%. Additionally, core PCE inflation forecasts have been adjusted up to 3.5% due to higher import costs.
Hedge funds have rapidly sold off global tech stocks at the highest rate seen in six months, according to Goldman Sachs. This trend reflects a significant shift in investment strategies as market dynamics continue to evolve.
Hedge funds are rapidly offloading global tech stocks at the fastest rate seen in six months, according to Goldman Sachs. This trend reflects a significant shift in investment strategies as market conditions evolve. The implications for the tech sector could be substantial as investor sentiment changes.
Major banks and fund managers, including JPMorgan Chase and BlackRock, are increasingly offering ETF products that provide access to private investment strategies traditionally reserved for high-net-worth clients. This shift comes as Main Street investors seek ways to protect and grow their assets amid market volatility, leading to a rise in demand for premium income and buffered equity strategies. With innovations in the ETF space, such as private credit ETFs and active strategies designed for downside protection, these financial products are becoming more accessible and appealing to a broader range of investors.
Goldman Sachs has acquired shares of Hindustan Aeronautics Limited (HAL) and Zomato worth ₹280.96 crore, purchasing 3.85 lakh shares of HAL and 60.07 lakh shares of Zomato. This follows the Indian government's contracts with HAL for 156 Light Combat Helicopters valued at ₹62,700 crore.Meanwhile, Bank of America downgraded Zomato and Swiggy due to concerns over slowing growth and rising competition in the food delivery sector, reducing Zomato's target price from ₹300 to ₹250. Despite these challenges, analysts remain optimistic about Zomato's medium-term prospects compared to Swiggy.
Stocks are facing significant challenges due to the imposition of new tariffs and changes in Federal Reserve policy, according to Goldman Sachs. These factors are contributing to increased market volatility and uncertainty, impacting investor sentiment and economic outlook.
President Trump is set to announce a series of tariffs, dubbed "Liberation Day," aimed at reducing foreign imports and boosting American manufacturing. While he believes these measures will revitalize the U.S. economy, economists warn they could lead to higher consumer prices and sluggish growth, with potential retaliatory actions from other nations. Global leaders express concern that such tariffs could disrupt trade and harm job markets, emphasizing the risks of escalating trade tensions.
The Goldman Sachs Group, Inc. reported a quarterly EPS of $11.95, surpassing estimates of $8.21, with revenues of $13.87 billion, up 22.5% year-over-year. The firm announced a quarterly dividend of $3.00 per share, yielding 2.21%, while insiders sold nearly 20,000 shares recently. Analysts currently rate the stock as a Hold, suggesting better investment opportunities elsewhere.
The Goldman Sachs Group, Inc.
Companies
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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