outlooks

Here’s how Barclays expects German stimulus plans to impact European stocks

Investing.com – German stimulus measures and interest rate cuts are tipped to support solid growth in the euro zone next year, according to analysts at Barclays. In a note to clients, the brokerage said that, after a period of relative underperformance since 2022, Germany is expected to benefit from the launch of a large, deficit-financed fiscal […]

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Citi trims gold prices target as markets digest U.S. tariffs and geopolitics

Investing.com — Citi said it has lowered its near- and medium-term gold price targets, citing a peaking market deficit and a potential decline in investment demand. In a note to clients, Citi said it now expects gold to trade at $3,300 per ounce over the next three months, down from a prior forecast of $3,500.

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Palantir übernimmt zentrale Rolle bei US-Dateninitiative

Investing.com – Die US-Regierung unter Präsident Donald Trump will den Datenaustausch zwischen Bundesbehörden deutlich ausweiten – und setzt dabei offenbar verstärkt auf Technologien von Palantir Technologies (NASDAQ:PLTR). Das geht aus einem Bericht der New York Times hervor, der sich auf informierte Kreise beruft. Demnach soll Palantir eine Schlüsselrolle bei der Umsetzung eines neuen Präsidialerlasses übernehmen,

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China plant milliardenschwere Infrastruktur-Offensive

Investing.com – China will mit einer groß angelegten Finanzierungsinitiative neue Infrastrukturprojekte anschieben. Wie die Nachrichtenagentur Bloomberg am Freitag unter Berufung auf informierte Kreise berichtete, sollen über ein neues Förderinstrument zunächst rund 500 Milliarden Yuan (umgerechnet etwa 70 Milliarden US-Dollar) bereitgestellt werden. Ziel sei es demnach, die Konjunktur zu stützen und mögliche Belastungen durch US-Zölle abzufedern.

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European leaders tell Putin to agree to Ukraine ceasefire or face new sanctions

KYIV (Reuters) -Major European powers threw their weight behind an unconditional 30-day Ukraine ceasefire on Saturday, with the backing of U.S. President Donald Trump, and threatened President Vladimir Putin with “massive” new sanctions if he did not accept within days. The leaders of Britain, France, Germany, Poland and Ukraine set the start of the ceasefire

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India’s economy is likely to stand firm in an uncertain world

Goldman Sachs Research expects the Indian economy to be relatively insulated against global shocks over the coming year — including tariffs levied by the new administration of US President-elect Donald Trump. India’s GDP will keep growing strongly in the long term — but with a speed bump next year as government spending and credit growth

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What advanced AI means for China’s economic outlook

  The emergence of new artificial intelligence models in China could drive faster development and adoption of the technology in the country than previously projected, according to Goldman Sachs Research. Should AI gain traction, it could boost productivity and GDP growth in the world’s second-largest economy. China’s AI advancement has accelerated since our researchers examined, in 2023, the potential

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US assets will benefit from steady growth and persistent advantages

  S&P 500 annual returns have exceeded 20% over the past two years, continuing their long run of outperformance since the trough of the global financial crisis (GFC). Inevitably, investors may now wonder: Is it time to trim back exposure to US equities? Goldman Sachs’ Wealth Management Investment Strategy Group (ISG) says the answer is

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