GSEU News and Press, Goldman Sachs ActiveBeta Europe Equity From 02/06/24

2024-02-06 02:05:00 ET Summary Average prices charged for goods and services rose globally at the slowest rate since October 2020, according to the January worldwide PMI surveys. Service sector price increases slowed, though some stickiness was observed for goods prices, the latte...

2024-02-06 01:30:00 ET Summary Investors experienced a shift in global risk sentiment during Q4, marked by lower inflation and the anticipation of an end to the rate hiking cycle. The prospect of lower interest rates and improved business sentiment has ignited expectations of expa...

2024-02-03 09:00:00 ET Summary The US employment data blew away expectations, jumping by 353k, nearly twice the median forecasts. The week ahead is bound to be quieter. The simmering challenges emanating from the US commercial real estate market bubbled over. The US ...

2024-02-03 05:45:40 ET Summary Over recent months, the notion of 'immaculate disinflation' has supplanted traditional analysis. More remarkable even than having grown comfortable with very strong growth and labor markets, the Fed is willing to disregard extremely loose financial c...

2024-02-02 23:22:00 ET Summary Despite the supply concerns, manufacturers are looking to stronger demand and a shift in the inventory cycle to boost growth in 2024. Average supplier delivery times lengthened worldwide in January for the first time in a year, with companies often l...

2024-02-01 06:59:00 ET Summary The flash estimate shows a decline in eurozone HICP inflation from 2.9% to 2.8% in January, with core inflation declining to 3.3% from 3.4% in December. However, it's too soon to declare victory in the inflation battle. As industry and retail are sti...

2024-02-01 05:59:00 ET Summary We project that European economic activity will remain virtually stagnant, on average, during the first half of 2024. Central banks in CEE were generally more aggressive in responding to the sharp increase in inflation during 2022 and have started to...

2024-02-01 04:44:00 ET Summary International investors understand that domestic politics drive policy direction in any country. Some election outcomes are predictable because they are held in authoritarian countries, while others are predictable because one of the contenders has a...

2024-01-31 10:30:00 ET Summary The core Personal Consumption Expenditures price index fell to its lowest level since March 2021. Euro area business optimism about the coming year improved for a fourth consecutive month in January. Last week brought several announcements from r...

2024-01-31 09:45:00 ET Summary The drop in German inflation will fuel speculation about an early ECB rate cut, but underneath a favourable headline number, there are still plenty of price pressures to worry about. Today’s drop in headline inflation is mainly the result of f...