champc/iStock via Getty Images Tony Pasquariello, global head of Hedge Fund Coverage for Goldman Sachs, said that a risk reduction in info tech (NYSEARCA:XLK) equity position could be called for. The info technology stocks, and the core growth/inflation tradeoff are moving the market up, but “there’s a case to beContinue Reading
Nikada The earnings growth premium earned by the biggest stocks within the S&P 500 (SP500) is expected to narrow through 2026, said Tony Pasquariello, global head of hedge fund coverage and global markets division at Goldman Sachs, in a markets/macro note. In 2023, the annual earnings growth by the fiveContinue Reading
AlxeyPnferov/iStock via Getty Images Japanese equities (NYSEARCA:EWJ), (DXJ) are “reasserted themselves,” said Tony Pasquariello, global head of hedge fund coverage and global markets division at Goldman Sachs, in a markets/macro note. The NIKKEI 225 Index (NKY:IND) broke out above the 40,000 levels — currently almost at 40,960, up 23% year-to-date,Continue Reading
deepblue4you/iStock via Getty Images Total returns for the Nasdaq (NASDAQ:QQQM) during this year’s first half are up 18%, while the S&P 500 (SP500) has gained 35% since last October’s lows. In addition, since late April, the U.S. mega cap tech stocks are up 24%. But Goldman Sachs’ Tony Pasquariello inContinue Reading
peshkov Goldman Sachs’ Tony Pasquariello said stocks have had an “exceedingly good run” but investors should be mindful of building risks. The global head of hedge fund client coverage at Goldman Sachs in a Friday note recounted strong gains for stocks. A “weapon of choice” basket of mega-cap tech stocksContinue Reading
