John Ethan Detrixhe

Markets are fluctuating amid ongoing trade discussions between the US and its biggest partners. Read more about how tariffs have impacted US stocks in the past and how they’re forecast by Goldman Sachs Research to affect the market in 2025: click.gs.com/58ok

Gold is predicted by Goldman Sachs Research to break new record highs. Read more about how emerging market central banks have ramped up purchases of the precious metal. click.gs.com/bvs1

Saw this amazing @NewYorker cartoon and had to immediately send it to @NateSilver538

As generative AI booms, a new class of traders is investing in US power markets, according to Goldman Sachs Global Banking & Markets. Hedge funds and asset managers are focusing on electricity amid rising power demand from data centers. click.gs.com/bd4i

Commodities have shown resilience to bouts of inflation and have been a hedge for bonds and stocks, according to Goldman Sachs Research. They also offer protection for portfolios to volatility from elections and geopolitical events. click.gs.com/8f3f

Goldman Sachs Research’s Jim Covello explains why he believes AI technology likely won’t be able to justify its investments: click.gs.com/ul2g #GSExchanges

The economy added 206K jobs in June, continuing at about the same pace it has all year. The unemployment rate rose by 0.1pp but at the same time participation rose 0.1pp so the employment rate was unchanged. Hourly earnings up 0.3%.

Even after the US dollar’s rally this year against its G10 peers, the greenback is expected to largely retain those gains in the coming 12 months.“We will continue to live in a strong US dollar world,” says GS Research’s Kamakshya Trivedi. click.gs.com/7w27

The oil and gas industry is undergoing a major transformation: Goldman Sachs Research forecasts a 50% increase in the global gas market in the next five years. click.gs.com/up7u

EV sales are slowing and hybrids proving more competitive than first thought. Read more about why Goldman Sachs Research thinks its bear-case for EV sales has become more likely. click.gs.com/gpzc

As AI ramps up, data centers will demand 160% more power by 2030, according to Goldman Sachs Research. Read more about how the US and Europe will meet these energy needs. click.gs.com/d31x

Investor enthusiasm for AI has boosted the US stock market to new highs, led by Nvidia, the maker of specialized chips used to run generative AI models. Read more about Goldman Sachs Research‘s take on the next phase of AI investment. click.gs.com/iwi9

Healthcare breakthroughs have the potential to boost public health — and GDP, according to Goldman Sachs Research. Find out more about how anti-obesity drugs could raise US GDP by 0.4% or more in the coming years. click.gs.com/fleg

Firms that allocate assets are, for a second year in a row, more interested in hedge funds that invest in credit than in any other strategy, according to Goldman Sachs’ Prime Services. Read more about the strategies that are most in demand. click.gs.com/d402

After a record rally, Japanese stocks are poised to rise even higher, according to Goldman Sachs Research. Learn more about why our strategists expect the TOPIX to climb further over the next 12 months. click.gs.com/x574

EV battery prices are falling. Goldman Sachs Research expects a nearly 40% decline in battery prices between 2023 and 2025. Read more about the outlook for EVs to reach cost parity with internal combustion engine cars. click.gs.com/c166

Goldman Sachs Research expects the global economy to outperform expectations again in 2024. Worldwide GDP is forecast to expand 2.6% next year on an annual average basis, compared with a consensus of economist forecasts of 2.1%. click.gs.com/smy8

AI has the potential to automate many work tasks and eventually boost global GDP growth. Goldman Sachs Research forecasts it will start having a measurable impact on US GDP growth in 2027 and begin affecting growth in other economies shortly after. click.gs.com/d6xx

EV battery prices are predicted to fall faster than forecast, as prices for lithium and other metals for batteries decline, according to Goldman Sachs Research. The price drop is expected to increase consumer demand for EVs. click.gs.com/33r7

Americans who are less financially literate may be more likely to manage their own retirement savings, according to a survey by Goldman Sachs Asset Management. click.gs.com/ls2i