Agenzia Nova: Usa: "Financial Times", guerra in Iran coglie di sorpresa trader Goldman Sachs e pesa su ricavi (2)
16 apr 06:20 - (Agenzia Nova) - Il giornale riferisce inoltre che, durante la turbolenza dei mercati provocata dal conflitto, Goldman Sachs... (Rel)
Use: "Financial Times", war in Iran takes Goldman Sachs traders by surprise and weighs on revenues (2)
Apr 16 06:20 - (Agenzia Nova) - The newspaper also reports that, during the market turbulence caused by the conflict, Goldman Sachs... (Rel)
Goldman Sachs files for Bitcoin Premium Income ETF, joining BlackRock in Wall Street's race to offer covered call strategies on cryptocurrency, transforming bitcoin into income-generating products similar to dividend stocks as asset managers compete for market share in the evolving digital asset investment landscape.
Les marchés mondiaux toujours grippés par la situation du détroit d'Ormuz
Les marchés mondiaux traversaient une nouvelle séance morose lundi, entre Bourses en berne et pétrole à nouveau en hausse, après l'annonce du blocus des ports iraniens, fixé par les Etats-Unis à partir de 16h00. #SPGlobalInc #Natixis #BGCPartnersInc #GoldmanSachs #SMI #CAC40 #MIBTEL #DAX #FTSE100 #DJIA #NuveenNasdaq100DynamicOverwriteFund #Devisen #Rohöl #news
AWP veröffentlicht eine kleine Auswahl an Nachrichten auf den Sozialen Medien. Sie finden uns auf Mastodon unter @[email protected] und auf Twitter unter @awp.de.
undefined | Earnings playbook: JPMorgan Chase and Netflix kick off the reporting season
The earnings season is kicking into high gear this week, with 27 S&P 500 companies slated to report—including banking giants JPMorgan Chase, Goldman Sachs and consumer‑focused Netflix. Analysts expect the quarter to be strong despite the ongoing U.S.–Iran cease‑fire, as FactSet projects a 13 % year‑over‑year rise in S&P 500 first‑quarter profits – the sixth straight quarter of double‑digit growth. Wall Street will be watching how firms navigate war‑driven headwinds such as higher energy prices while seeking guidance on future outlooks.
Among the banks, Goldman Sachs opens the pre‑market with expectations of double‑digit earnings and revenue growth, driven by equities trading, asset and wealth management. JPMorgan Chase is expected to deliver about 7 % earnings growth, with analysts focusing on the mix of trading, investment banking and net‑interest income amid any signs of consumer softening. Wells Fargo, Citigroup, Bank of America and Morgan Stanley each have consensus forecasts ranging from 10 % to more than 30 % earnings expansion, and CNBC reporters will zero in on trading momentum, M&A activity and credit quality, while historical data shows Goldman, JPMorgan and Bank of America beat expectations in roughly 80‑90 % of past releases.
The non‑bank lineup includes Johnson & Johnson, seen as a steady performer with shares up 15 % YTD, though EPS is projected to dip slightly year‑over‑year, and Netflix, which follows a narrow beat last quarter and reports 325 million global subscribers. Analysts expect Netflix to post about 15 % earnings growth and are watching its capital‑allocation roadmap across content, live entertainment and gaming. Historically, J&J exceeds earnings expectations 95 % of the time, while Netflix has seen its stock fall after the last three earnings reports.
Read more: https://www.cnbc.com/2026/04/12/earnings-playbook-jpm-nflx-kick-off-the-reporting-season.html
Iran War's Shadow: Goldman Sachs Points to Shifting Investment Landscapes
Goldman Sachs explains how the Iran war makes investors change their stock and bond choices. See how inflation and growth forecasts are affected.
#IranWarImpact, #InvestmentStrategy, #GoldmanSachs, #EconomicOutlook, #InflationHedge
https://newsletter.tf/iran-war-changes-investment-strategies-goldman-sachs/
Goldman Sachs sees investors moving away from traditional stock and bond mixes due to the Iran conflict. They are looking more at real estate and infrastructure stocks for safety.
#IranWarImpact, #InvestmentStrategy, #GoldmanSachs, #EconomicOutlook, #InflationHedge
https://newsletter.tf/iran-war-changes-investment-strategies-goldman-sachs/
Like the case often presented by #AntiAi adherents, Stanciuc is cherry picking facts.
Firstly, she presents no supporting evidence for the headline "Ai....is making us worse at thinking"
There are two preprint studies, which antagonists use; the MIT EEG study with unpublished data values and tiny cohort, and the joke of a "study" that got a lot if traction because of a punchy title "cognitive offliading" garbage.
Notably, Stanciuc is smart by not using ANY evidence for her key headliner hook, because these two studies are the "strongest" support for her thesis, so she remains silent.
Second;
The #GoldmanSachs study is should be taken with a trailer full of salt. It's like a GS study on agriculture analysing human flesh sourced organic fertiliser. GS are some of the worst human beings on the planet, their every waking moment motivated by greed.
The "Ai has no macroeconomic impact" exactly mirrors the PC IT introduction to business.
There was no macroeconomic impact for 15 years.
So that's an argument, albeit not very strong by Stancic. Any analysis if "Ai has no macro impact" that does not mention Solow's Paradox (No Macro effect) is using incomplete, foundational data.
Third;
And this is the only credible argument she presents, there is evidence that Ai users suffer fatigue.
Its root cause is context switching.
And the reason for it us tools and workflows are not fully integrated with #Ai so the users have to switch to clay tablets and reed stylus.
Before I started using #Claudecode I was copy pastaing like savage which was super annoying.
"Using Ai is a learned skill"
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Wulfy—Speaker to the machines