Goldman Sachs strategists say companies that are reducing their global exposure or benefit from onshoring are outperforming so far this year.
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Goldman’s ways to play deglobalization, onshoring trend fueled by pandemic and Ukraine war
World
Best Stocks: The value name with one of the best long-term charts Josh Brown has ever seen
Josh — Today’s update of our Best Stocks in the Market List looks at the relatively recent outperformance of lower valuation names as the big growth stocks take a break. Sean’s going to talk about why the Jackson Hole speech could be a major catalyst for this trend to continue. We’ll give you all the […]
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French PM Bayrou will seek confidence vote over budget plans
French Prime Minister Francois Bayrou will seek a high-stakes confidence vote in parliament on September 8 over unpopular plans to clean up France’s public finances. Bayrou’s move will gauge whether he has enough support in a fragmented parliament for his 44 billion euro ($51.51 billion) budget squeeze as he tries to tame a budget deficit […]
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Intel says Trump deal has risks for shareholders, international sales
Intel’s CEO Lip-Bu Tan speaks at the company’s Annual Manufacturing Technology Conference in San Jose, California, U.S. April 29, 2025. Laure Andrillon | Reuters Intel on Monday warned of “adverse reactions” from investors, employees and others to the Trump administration taking a 10% stake in the company, in a filing citing risks involved with the […]
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