Trading
Goldman Sachs Delays Fed Cuts to 2027 — Your Dollar Positions Must Shift
Fed cuts postponed to 2027 forces traders to rethink USD strength and pivot to longer‑dated interest‑rate plays.
Goldman Sachs Coverage
Cowlpane has published 9 articles on goldman sachs — primarily in Trading, Crypto, Markets , with coverage from 2026. Sourced from global financial publications.
Crypto
SpaceX AI Revenue Forecast Hits $322B — What It Means for Your Crypto Exposure
Goldman’s $322B projection turns SpaceX into an AI juggernaut, reshaping the risk profile of every crypto investor tied to AI infrastructure.
Crypto
MLCC Upcycle Extends to 2030 — Investors Should Re‑evaluate Data‑Center Component Exposure
Goldman Sachs pushes MLCC demand to 2030, reshaping the hardware supply chain and offering a new long‑term play for chipmakers.
AI
The AI Bill vs The Payroll: What 900 CEOs Are Confessing in 2026
78% of CEOs fear AI could cost them their job. Meanwhile the math on AI-versus-employee costs is far messier than the headlines suggest. Thomas digs in.
Markets
Funds Redirect $45B to Semiconductors — Pressure on Software Stocks Intensifies
Goldman Sachs reports a $45 billion swing from software to semis in Q1 2026, signaling a sector rotation that could reshape equity portfolios.
Markets
Enphase Jumps 13.7% — How Goldman’s Options Play Signals a Sector‑Wide Hedge Opportunity
Enphase surged 13.7% after Goldman Sachs lifted its outlook, while the bank’s new options strategy flags a looming pullback across materials, tech and energy.
Trading
OpenAI IPO Filing Expected Within Days — What It Means for Tech‑Heavy Portfolios
OpenAI is set to file for an IPO within days, targeting a September debut, forcing investors to reassess exposure to high‑growth AI stocks.
Trading
Goldman Cuts US Recession Odds to 25% Amid Hormuz Closure
Goldman Sachs lowered its 12‑month U.S. recession probability to 25% from 30%, citing resilient activity and easing financial conditions despite the Strait of Hormuz oil supply disruption.
Trading
Gold May Reach $5,400 as Central Banks Boost Purchases in 2026
Gold traders eye a $5,400 target after Goldman Sachs forecasts a rise in central‑bank buying in 2026. The bank’s bullish outlook could lift the metal toward the end of the year.