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Goldman Remains Neutral On Sprint Stock, Positive On Its Bonds
Tuesday, August 16, 2016 - 8:32am | 334Read More...The turnaround in Sprint Corp’s (NYSE: S) fundamentals supports the recent upturn in the stock, which has outperformed the company’s bonds, Goldman Sachs’ John Marshall said in a report, while adding that the divergence had created an opportunity. Marshall maintained a Neutral...
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El-Erian: High Yield Drama Tells Us 3 Things
Thursday, December 17, 2015 - 9:09am | 469Read More...The decline in the high-yield bond market has many investors concerned. So far this week, high-yield bonds have shown a bit more stability. Mohamed El-Erian has identified three lessons to be learned from the decline. The Federal Reserve finally deemed the U.S. economy stable enough to raise...
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Forget The Fed, Will A Credit Crash Kill The Stock Market?
Wednesday, December 16, 2015 - 11:25am | 449Read More...The U.S. credit market has underperformed equities by a wide margin in the past two weeks. While this type of sell-off is typically a bad sign for equity markets, it could simply be a regression based on equities' relative weakness in recent months. Goldman Sachs is monitoring the...
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25 Tactical Trades Goldman Sachs Is Watching Amid Earnings Season
Thursday, October 8, 2015 - 1:47pm | 1163Read More...John Marshall of Goldman Sachs identified the 25 most "out-of-consensus opportunities" ahead of earnings season. Marshall noted that both call and put buyers benefited from the high volatility and low correlation theme last earnings season. Marshall added expectations this earnings season are "low...
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Goldman Sachs Recommends Option Straddles Ahead Of Earnings Reports
Wednesday, January 14, 2015 - 11:35am | 113Read More...Goldman Sachs recommended buying option straddles on Groupon Inc (NASDAQ: GRPN), Whole Foods Market, Inc., (NASDAQ: WFM) and Cree, Inc. (NASDAQ: CREE) ahead of earnings. Derivatives strategists Katherine Fogertey and John Marshall suggested straddle positions that cost the same or less that the...
