StreetInsider.com News Articles

Goldman Sachs raises Europe stock earnings forecast to 15%

Thu, 13 Aug 2026 06:01:28 -0400

Investing.com -- Goldman Sachs raised its 2026 earnings per share growth forecast for the STOXX Europe 600 to 15% from 10%, citing a strong second-quarter earnings season and a resilient economic backdrop.

The investment bank expects global real GDP growth to slow to 2.5% year-over-year in 2026, facing headwinds from rising energy prices linked to the conflict in the Middle East. Global core inflation is projected to end the year at 2.8%, reflecting a fading tariff boost and further normalization in shelter and wage inflation, offset by energy price passthrough.

For the United States, Goldman Sachs forecasts real GDP growth of 2.1%

Citi expects 12 major central banks to hike rates this year

Tue, 11 Aug 2026 10:20:07 -0400

Investing.com -- Citi said in its Global Central Banks Monitor report that monetary policy has moved from widespread easing last year to a tightening bias this year. The bank now expects 12 of 27 major central banks to raise rates, 7 to remain unchanged, and 8 to cut rates.

At the start of the year, Citi projected 17 central banks would cut rates, 9 would hold steady, and only one would raise rates, specifically the Bank of Japan.

Central banks have been reluctant to adopt their post-pandemic approach of "looking through" a developing supply shock, according to the report. The market's reaction

Citi expects 12 major central banks to hike rates this year

Tue, 11 Aug 2026 10:20:07 -0400

At the start of the year, Citi projected 17 central banks would cut rates, 9 would hold steady, and only one would raise rates, specifically the Bank of Japan.

Central banks have been reluctant to adopt their post-pandemic approach of "looking through" a developing supply shock, according to the report. The market's reaction

Citi expects 12 major central banks to hike rates this year

Tue, 11 Aug 2026 10:20:07 -0400

At the start of the year, Citi projected 17 central banks would cut rates, 9 would hold steady, and only one would raise rates, specifically the Bank of Japan.

Central banks have been reluctant to adopt their post-pandemic approach of "looking through" a developing supply shock, according to the report. The market's reaction

Goldman Sachs notes European banks trail US peers in equities

Mon, 10 Aug 2026 04:59:48 -0400

Investing.com -- European banks showed mixed results in their second quarter investment banking operations, according to Goldman Sachs analysis of the reporting season. While investment banking revenues grew strongly across both regions, European banks fell behind their US counterparts in equities trading.

Investment banking revenues at European banks grew 34% year-over-year, beating consensus expectations by 12% on average and matching growth rates of US peers. Every major investment bank posted investment banking division revenue growth of 30% or more for the quarter. Societe Generale, UBS and Deutsche Bank highlighted major equity and debt capital markets deals.

Deutsche Bank said it expects significant

Goldman Sachs notes European banks trail US peers in equities

Mon, 10 Aug 2026 04:59:48 -0400

Deutsche Bank said it expects significant

Goldman Sachs notes European banks trail US peers in equities

Mon, 10 Aug 2026 04:59:48 -0400

Deutsche Bank said it expects significant

Bank of America reopens European momentum crash signal

Thu, 06 Aug 2026 06:42:57 -0400

Investing.com -- Bank of America's European Momentum Conviction Indicator has reopened its crash signal after 30 days, according to a report released by the bank.

The current episode appears more consistent with aftershock fragility than a high-probability multi-wave crash in 12-month price momentum. The signal has reopened close to the trough in 12-month price momentum and after most of the deterioration in the underlying inputs had already occurred.

Bank of America found only three comparable episodes of such reopenings following an initial momentum crash: March 1999, November 2000, and February 2021.

In July, 1-month revision ratios showed weakness. Sales revision ratios fell to

Goldman Sachs: European earnings beat expectations

Fri, 31 Jul 2026 08:00:32 -0400

Investing.com -- Goldman Sachs reports that European companies are exceeding earnings expectations during the current reporting season, with approximately two-thirds of the STOXX Europe 600 having released results. Average earnings per share surprises are running at around 3%, slightly above the long-term average.

First-half EPS growth is tracking at 13% year-over-year, marking the strongest pace in three years. This growth occurred despite a renewed energy supply shock. Excluding commodities, EPS growth stands at approximately 7%, while the median stock in the STOXX 600 is delivering earnings growth of around 7% year-over-year, close to the median stock in the S&P 500.

All sectors

Goldman Sachs sees consumer spending weakness ahead in US and Europe, cuts Brent forecast to $80 from $90

Wed, 17 Jun 2026 07:04:54 -0400

Investing.com -- Goldman Sachs warned that consumer spending headwinds remain despite recent improvements in energy markets and resilient spending patterns.

The bank's economists noted that while an interim US-Iran peace deal has reduced upside risks to energy prices, several factors point to potential weakness in consumer spending in the coming months. Goldman Sachs oil strategists now expect Brent crude to fall to $80 per barrel in the fourth quarter of 2026, down from a previous forecast of $90.

The bank identified three reasons for concern about real income and consumer spending. First, while gasoline prices rose quickly after the start of the

Goldman Sachs sees consumer spending weakness ahead in US and Europe, cuts Brent forecast to $80 from $90

Wed, 17 Jun 2026 07:04:54 -0400

Investing.com -- Goldman Sachs warned that consumer spending headwinds remain despite recent improvements in energy markets and resilient spending patterns.

The bank identified three reasons for concern about real income and consumer spending. First, while gasoline prices rose quickly after the start of the

Goldman Sachs sees consumer spending weakness ahead in US and Europe, cuts Brent forecast to $80 from $90

Wed, 17 Jun 2026 07:04:54 -0400

Investing.com -- Goldman Sachs warned that consumer spending headwinds remain despite recent improvements in energy markets and resilient spending patterns.

The bank identified three reasons for concern about real income and consumer spending. First, while gasoline prices rose quickly after the start of the

Goldman sees three factors behind Europe's market underperformance

Fri, 12 Jun 2026 06:43:58 -0400

Investing.com -- Goldman Sachs identified energy uncertainty, rising interest rates, and limited exposure to artificial intelligence as the primary drivers behind European equities trailing global markets by 7% since the start of the conflict.

Gas prices pose a particular challenge for European economies, which show greater sensitivity to natural gas than oil. While Brent crude has fallen below $90 per barrel on weaker global demand, Goldman's commodities team pushed their Strait of Hormuz normalization assumption to end-August from end-June previously. Gas prices have moved higher due to peak summer demand in emerging markets and inventory rebuilding in developed markets ahead of

Goldman sees three factors behind Europe's market underperformance

Fri, 12 Jun 2026 06:43:58 -0400

Goldman sees three factors behind Europe's market underperformance

Fri, 12 Jun 2026 06:43:58 -0400

Goldman economists expect ECB to raise rates by 25 basis points

Thu, 11 Jun 2026 06:46:43 -0400

Investing.com -- Goldman Sachs economists anticipate the European Central Bank will increase interest rates by 25 basis points at its meeting on Thursday.

The economists predict the ECB's inflation revisions will reflect a more persistent shock, with core inflation projections for both 2027 and 2028 expected to rise. This aligns with Goldman's analysis that energy disruptions will likely have a lasting impact.

A Bloomberg survey indicates economists remain divided on revisions to core inflation beyond this year.

The expected rate increase is already fully priced into markets. Goldman analysts stated that an outcome matching their economists' expectations should have limited impact on the

Barclays: US-Iran Deal Progress Could Broaden Global Equity Performance

Fri, 29 May 2026 05:32:32 -0400

Investing.com -- Global equities continue to reach new highs, supported by headlines indicating progress toward a US-Iran deal, according to Barclays. The bank notes that strong earnings momentum and stabilizing interest rates provide key support for equities, though current strength remains concentrated in US markets, artificial intelligence, and semiconductor sectors.

European markets have rebounded recently on hopes for peace but remain below their February 27 highs, Barclays said. The STOXX Europe 600 and EURO STOXX 50 indices are still trading beneath those levels, while the S&P 500 has climbed 9% above its late February peak.