Goldman Sachs Group, Inc.
Coverage centered on Goldman’s research and franchise activity, plus leadership and governance maneuvering. Its strategists flagged market fragilities (narrow breadth, junk-bond supply, yields as the equity gating factor) while staying 12‑month overweight equities 202623. Macro calls included delaying the next Fed hike to December or potentially none, and oil/export and diesel-ban scenario work; they also refreshed top stock picks 712836. Separately, Bloomberg reported board discussions for John Waldron to succeed David Solomon as CEO and a shareholder voting change; a Goldman private credit fund saw modest redemptions below its cap, while a podcast guest said Goldman is bidding on a large CLO provider 212218241430.
From the window to Oct 3, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
34 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 14 mentions
- Walter Bloomberg 4 mentions
- Dan Nathan 4 mentions
- Fiona Cincotta 3 mentions
- Josh Linville 3 mentions
- Gary Bohm 2 mentions
- David Lin 2 mentions
- Steve H. Hanke 1 mention
See what your own voices say about Goldman Sachs Group, Inc., every morning.
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