GSJY News and Press, Goldman Sachs ActiveBeta Japan Equity From 02/07/24

2024-02-07 01:53:00 ET Summary A sub-$3trn 2023 for M&A, but new year pipeline gives hope. Rising follow-on equity in 2023 signals latent appetite. Unstoppable debt capital markets hit $8.9trn for FY2023. By Lucille Jones, Senior Manager, Deals Intelligence and...

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 00:55:00 ET Summary Japan's economic growth is projected to decelerate to 0.9% in 2024 and 0.8% in 2025. Government policies have helped the recovery of Japanese stocks and will continue to be a positive factor going forward. Business investment and consumer service...

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...

2024-01-31 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...

2024-01-29 12:25:00 ET Summary We think stock momentum can run for now as inflation cools and the Federal Reserve readies to cut rates. So we up our overall U.S. stocks view to overweight. Tech stocks led the S&P 500 to consecutive record highs last week. Robust U.S. Q4 GDP gr...

2024-01-27 01:02:00 ET Summary Long regarded as an undervalued and overlooked market, Japan has been undergoing a profound transformation. Japanese investors historically have been some of the most risk-averse in the world. When you think about a global portfolio allocating to...

2024-01-25 23:45:00 ET Summary The early PMI data for January signalled a marked cooling of inflation pressures in the US economy, in turn linked to a waning of elevated price growth in the services economy. The latest price data from the PMI point to inflation falling below the F...

2024-01-25 00:19:00 ET Summary The fourth quarter of 2023 was a more favorable environment for active managers in the UK, Europe, Emerging Markets, U.S. Small Cap and Listed Infrastructure, while being more challenging for U.S. Large Cap, Global, Global ex-U.S., Japan, Australia, Cana...