Goldman Sachs China economist Yu Song in a client note: Says that the Statistics bureau’s plan to adjust the methodology it uses to calculate GDP is likely to boost real growth by 0.1 to 0.2% Making it easier for the … Continue reading
On Friday Goldies trimmed their expectations for the euro for the months ahead. They also came out with their Global Macro forecasts for the next 3, 6 & 12 months. The list does have the old euro estimates on it … Continue reading
Goldman Sachs today revised down its EUR/USD forecast to 1.29, 1.25 and 1.20 in 3, 6 and 12 months (from 1.35, 1.34 and 1.30 previously). GS also revised its longer-term forecasts lower, bringing the end-2015 number down to 1.15 (from … Continue reading
Goldman Sachs has lowered its euro forecasts: Sees EUR/USD at 1.29 in 3 months, prior was 1.35 Sees 1.25 in 6 months, prior was 1.34 Sees 1.20 in 12 months, prior was 1.30 ECB easing encourages domestic portfolio outflows in … Continue reading
From a Goldman Sachs Economics Research client note, Jan Hatzius says: Yellen’s speech at Jackson Hole had three main themes: The pace of labor market improvement has clearly picked up in the last year While the assessment of the remaining … Continue reading
From Goldman Sachs on Cable. First – a (very) long-term view (click onto the charts to get a bigger view): And then, into the daily chart: – Thoughts welcome, as always.
From a Goldman Sachs research note, in a section entitled “Conversations we are having with clients: Improving fundamentals and the neutral rate” … in brief (bolding is mine, but the note is interesting as a whole):
From Goldman Sachs weekly “The Charts That Matter Next Week” (i.e for the week of 18 – 22 August). They still see the EUR/USD headling lower: – What are your thoughts – lower or higher for EUR/USD?
Barclays and Goldman Sachs are out with their latest round of cuts from today’s data. Barclays cuts Q3 tracking GDP after retail sales to 2.4% from 2.5%. Revises Q2 tracking to 4.0% vs 4.1% prior They then cut Q2 tracking again … Continue reading
From Goldman Sachs’ weekly “The Charts That Matter”, a look at EUR/USD: As daily oscillators moved towards their recent range base last week concerns of material ST stabilisation/bounce increased. With hindsight the market however appears to be trading far more … Continue reading