#acs #acciona #ferrovial - Acciona, Ferrovial, ACS, Goldman Sachs, Santander, Alibaba y Rusia: Expansión

22 Septiembre 2026

Acciona, Ferrovial y ACS se lanzan a por 120.000 millones del agua británica. Constructoras e ingenierías españolas coinciden en que la gran oportunidad de obras y servicios en Reino Unido ahora se encuentra en el sector hidráulico y toman posiciones con nuevos contratos. Además, Roberto Casado , corresponsal económico de EXPANSIÓN, nos hablará sobre la influencia de las próximas elecciones en España sobre la Bolsa y Sandra Sánchez , periodista del periódico, nos contará cómo busca Santander captar jóvenes inversores. En cuanto a la agenda del día , Pedro Sánchez no asistirá hoy, por motivos de agenda, según Moncloa, a la recepción que ofrece en Nueva York Donald Trump , en el contexto de la Asamblea de la ONU. El ministro de Asuntos Exteriores, José Manuel Albares , se reunirá esta semana en Nueva York con su homólogo marroquí, Naser Burita , para abordar el retorno de los migrantes que siguen en Ceuta tras la entrada masiva del pasado 30 de julio. Financial Times , por su parte, destaca en su portada digital de hoy que bancos como Standard Chartered y Citigroup han gestionado millas de millones de dólares de una fintech respaldada por el Kremlin para evitar las sanciones impuestas por Occidente. Puedes escucharnos también en Spotify , iVoox y Apple Podcast .

#acs #acciona #ferrovial

#Fed #interestrates #themarkets - What a Fed Rate Hike Could Mean for US Stocks: Goldman Sachs

11 September 2026

Investors are pricing in a higher likelihood that the Federal Reserve will hike rates after core CPI inflation rose in August more than economists had estimated.

However, a rate hike may not keep the US stock market from climbing higher, says Jonathan Shugar, head of Cross Asset Sales in Goldman Sachs FICC and Equities, on The Markets podcast. Companies reported strong earnings growth in the second quarter, and valuations near the 10-year average are not stretched, he explains.

Shugar also discusses why a Fed hike may not restrain investment in artificial intelligence, the risks in longer-term interest rates, and the potential opportunity for investors in consumer experience stocks. This episode was recorded on September 11, 2026.

The Markets

#markets #AI #investment - Why US Equity Returns Are Broadening Beyond AI Stocks: Goldman Sachs

21 August 2026

While artificial intelligence (AI) has been a key driver of US stocks, a wider range of sectors is starting to power the S&P 500, says Shawn Tuteja, head of ETF and Custom Basket Volatility Trading in Goldman Sachs Global Banking & Markets, on The Markets podcast. Tuteja also discusses the robust strength in earnings across 9 of 11 sectors in the S&P 500, elevated volatility among AI-related themes, and the interplay between oil prices, longer-maturity bond yields, and Federal Reserve policy.   The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment, legal, or tax advice, a recommendation from any Goldman Sachs entity to take any particular action or be used as a basis for any other investment decision, or an offer or solicitation to purchase or sell any securities or financial products. Any forward-looking statements, case studies, computations or examples set forth herein are for illustrative purposes only. Past performance is not indicative of future results.

Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. 

Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any sponsorship, affiliation, endorsement, ownership or license rights between any such company and Goldman Sachs. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs.   A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. Disclosures applicable to information relating to Goldman Sachs Global Banking & Markets, if any, mentioned herein, are available here. https://www.goldmansachs.com/disclaim... Filmed on August 19, 2026 © 2026 Goldman Sachs.

#AI #Investigatuin - How New Models are Changing the AI Investment Landscape: Goldman Sachs

18 August 2026

Find our latest Insights on the markets and investing here: https://pwm.gs.com/nam/en-us/insights... As consumer adoption and corporate investment in artificial intelligence accelerate, markets are demanding greater transparency into profitable enterprise adoption. Sharmin Mossavar-Rahmani, chief investment officer of Wealth Management and head of the Investment Strategy Group (ISG), and Jim Covello, head of Global Equity Research for Goldman Sachs, unpack what investors should consider about increasing corporate AI capital expenditures, the impact of open-source and open-weight models, and why Covello believes many of the sector's biggest winners may still lie ahead.

Market Talk: Bond market worries will 'not go away'

Why this banking giant is turning to AI to REINVENT finance

BNY's Leigh-Ann Russell and Eric Boughner join ‘Mornings with Maria’ to discuss the company's 150-year legacy in Pittsburgh, investing in next-gen AI talent and modernizing private market infrastructure with advanced technology.

Stocks Take Hit as Bond Selloff Saps Risk Appetite

A selloff in chipmakers sent stocks lower, with the market also falling as inflation angst and rising government debt kept bond yields elevated.

Longer-dated bonds are at the epicenter of anxiety about everything from inflation to the debt-laden artificial-intelligence boom.

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses the gap between sell-side consensus and buy-side expectations.

Meta Goes on Trial: What to Expect

#markets #oil - How to Trade Oil Now: Goldman Sachs

8 May 2026

Oil prices have fallen thanks to investor optimism that the Iran conflict could soon be resolved. But the situation may be more complicated than it appears, cautions Jerome Dortmans, co-head of Global Oil and Products Trading in Goldman Sachs Global Banking & Markets.

He discusses the drivers of the crude oil and refined product markets, as well as some potential trading opportunities, in this conversation with Chris Hussey. Recorded on May 7, 2026 The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products.

Scott Lucas on FirstPost: Trump's military assault on Iran is "a complete failure"

#usa #software #investing - The New AI Trades: Goldman Sachs

17 February7 2026

Goldman Sachs Research's Ryan Hammond explains how AI disruption is creating large sector rotations even as equities continue to move higher. This episode was recorded on February 11, 2026.

#usa #investing #wallstreet - Stock Market Shakeout: Goldman Sachs

10 February 2026

There is significant volatility beneath the surface of the US equity market. So what’s driving these moves – and where are the opportunities for investors now?

Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorded on February 9, 2026.

#usa #investing - Will US Stocks Outperform in 2026? Goldman Sachs

27 January 2027

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group and chief investment officer of Wealth Management, shares her team’s investment views for the year ahead.

Find all our outlooks for the year ahead here: https://www.goldmansachs.com/insights... This episode was recorded on January 9, 2026.