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๐Ÿ“ˆ Goldman Sachs Reveals Its Top Stock Picks for July Goldman Sachs has highlighted several companies it believes still offer attractive upside potential this July, despite recent market volatility. $BTC {spot}(BTCUSDT) Key names on the list: ๐Ÿ”น O'Reilly Automotive (ORLY): Viewed as undervalued, with stronger-than-expected second-quarter performance supported by recent data checks. ๐Ÿ”น NetEase (NTES): Analysts expect additional margin expansion, while an upcoming game launch could act as a positive catalyst. ๐Ÿ”น Tradeweb Markets (TW): Recently upgraded to Buy, as Goldman believes concerns about long-term revenue growth and tokenization risks are overstated. ๐Ÿ”น Liftoff Mobile: Recognized for its strong position in digital advertising, supported by the expansion of its Cortex AI platform and diversified business beyond gaming. While each stock has faced pressure in 2026, Goldman Sachs believes these companies are well-positioned for potential long-term growth. Always conduct your own research before making any investment decisions. #GoldmanSachs #Stocks #Investing #ORLY #NetEase #Tradeweb #DigitalAdvertising #AI #Markets #DYOR ::
๐Ÿ“ˆ Goldman Sachs Reveals Its Top Stock Picks for July

Goldman Sachs has highlighted several companies it believes still offer attractive upside potential this July, despite recent market volatility.
$BTC

Key names on the list: ๐Ÿ”น O'Reilly Automotive (ORLY): Viewed as undervalued, with stronger-than-expected second-quarter performance supported by recent data checks. ๐Ÿ”น NetEase (NTES): Analysts expect additional margin expansion, while an upcoming game launch could act as a positive catalyst. ๐Ÿ”น Tradeweb Markets (TW): Recently upgraded to Buy, as Goldman believes concerns about long-term revenue growth and tokenization risks are overstated. ๐Ÿ”น Liftoff Mobile: Recognized for its strong position in digital advertising, supported by the expansion of its Cortex AI platform and diversified business beyond gaming.

While each stock has faced pressure in 2026, Goldman Sachs believes these companies are well-positioned for potential long-term growth.

Always conduct your own research before making any investment decisions.

#GoldmanSachs #Stocks #Investing #ORLY #NetEase #Tradeweb #DigitalAdvertising #AI #Markets #DYOR ::
BTC+1.91%
NTESUS-0.55%
ORLYUS-0.34%
#GoldManSachs Goldman Sachs boosted its share of M&A advisory work in Europe, the Middle East, and Africa during the first half of 2026, securing its largest market share in nearly ten years, according to LSEG data. Dealmaking in the region reached $676 billion in H1 2026โ€”more than double 2025โ€™s total and marking a 19-year highโ€”driven by more relaxed regulatory conditions.
#GoldManSachs
Goldman Sachs boosted its share of M&A advisory work in Europe, the Middle East, and Africa during the first half of 2026, securing its largest market share in nearly ten years, according to LSEG data.

Dealmaking in the region reached $676 billion in H1 2026โ€”more than double 2025โ€™s total and marking a 19-year highโ€”driven by more relaxed regulatory conditions.
GSUS+0.19%
$IPO MARKET IS REBOUNDING STRONGLY BUT FAR FROM DOT-COM BUBBLE FRENZY ๐Ÿ“Š Goldman Sachs highlights that US IPO issuance has reached ~$120 billion midโ€‘year, matching the fullโ€‘year record set in 2021 โ€” yet the number of listings remains near the historical average of ~100 per year. This suggests a structural recovery rather than speculative excess. Ben Snider notes that while AIโ€‘driven demand and high valuations echo past bubble warnings, the count of IPOs is still a fraction of 1999โ€™s near 400. Volume is strong, but breadth remains disciplined. Does this kind of measured, liquidityโ€‘driven rebound feel familiar to anyone watching crypto bearโ€‘market recoveries? Not financial advice. Always manage your risk. #IPO #MarketStructure #GoldmanSachs #Recovery ๐Ÿ“Š
$IPO MARKET IS REBOUNDING STRONGLY BUT FAR FROM DOT-COM BUBBLE FRENZY ๐Ÿ“Š

Goldman Sachs highlights that US IPO issuance has reached ~$120 billion midโ€‘year, matching the fullโ€‘year record set in 2021 โ€” yet the number of listings remains near the historical average of ~100 per year. This suggests a structural recovery rather than speculative excess.

Ben Snider notes that while AIโ€‘driven demand and high valuations echo past bubble warnings, the count of IPOs is still a fraction of 1999โ€™s near 400. Volume is strong, but breadth remains disciplined. Does this kind of measured, liquidityโ€‘driven rebound feel familiar to anyone watching crypto bearโ€‘market recoveries?

Not financial advice. Always manage your risk.

#IPO #MarketStructure #GoldmanSachs #Recovery

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#GoldManSachs Goldman Sachs Lowers U.S. Recession Odds Goldman Sachs has reduced its 12-month U.S. recession risk forecast to 15% (down from 25%), citing reduced geopolitical tensions following a peace deal with Iran. The bank points to lower energy prices and a stronger labor market as reasons for the downgrade. This new risk level is also below their pre-war estimate of 20%.
#GoldManSachs
Goldman Sachs Lowers U.S. Recession Odds

Goldman Sachs has reduced its 12-month U.S. recession risk forecast to 15% (down from 25%), citing reduced geopolitical tensions following a peace deal with Iran. The bank points to lower energy prices and a stronger labor market as reasons for the downgrade. This new risk level is also below their pre-war estimate of 20%.
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๐Ÿšจ BREAKING: Goldman Cuts Gold Target to $4,900 โ€” What Does It Mean for Crypto? ๐Ÿช™๐Ÿ“‰โžก๏ธโ‚ฟ Investment banking giant Goldman Sachs has reportedly lowered its long-term gold price target to $4,900, signaling a more cautious outlook on precious metals compared to previous bullish forecasts. ๐Ÿ“Š Why This Matters for Crypto: ๐Ÿ”น Lower gold expectations could push some investors to explore alternative stores of value. ๐Ÿ”น Bitcoin continues to strengthen its position as "digital gold" among institutional investors. ๐Ÿ”น Risk assets may benefit if capital rotates away from traditional safe-haven assets.$XAU ๐Ÿ”น Growing adoption, ETF demand, and institutional participation remain key catalysts for crypto markets. ๐Ÿš€ Crypto Market Outlook.$ETH โ€ข Bitcoin remains the market leader. โ€ข Altcoins could see increased volatility as capital flows shift. โ€ข Institutional sentiment remains a major driver of the next trend. โ€ข Macroeconomic developments continue to influence both gold and crypto.$BTC โš ๏ธ Key Levels to Watch: ๐ŸŸก Gold: $4,900 target zone ๐ŸŸ  Bitcoin: Major resistance and breakout levels ๐Ÿ”ต Ethereum: Institutional demand and ETF flows ๐Ÿ’ก The bigger question: If gold's upside is becoming more limited, will investors increasingly view Bitcoin as the preferred hedge and store of value? ๐Ÿ“ˆ Markets are evolving, and the competition between Gold and Bitcoin is far from over. โš ๏ธ Not Financial Advice. Always do your own research.#BTC #Crypto #Gold #GoldmanSachs {spot}(BTCUSDT) {future}(XAUUSDT) {spot}(ETHUSDT)
๐Ÿšจ BREAKING: Goldman Cuts Gold Target to $4,900 โ€” What Does It Mean for Crypto? ๐Ÿช™๐Ÿ“‰โžก๏ธโ‚ฟ
Investment banking giant Goldman Sachs has reportedly lowered its long-term gold price target to $4,900, signaling a more cautious outlook on precious metals compared to previous bullish forecasts.
๐Ÿ“Š Why This Matters for Crypto:
๐Ÿ”น Lower gold expectations could push some investors to explore alternative stores of value.
๐Ÿ”น Bitcoin continues to strengthen its position as "digital gold" among institutional investors.
๐Ÿ”น Risk assets may benefit if capital rotates away from traditional safe-haven assets.$XAU
๐Ÿ”น Growing adoption, ETF demand, and institutional participation remain key catalysts for crypto markets.
๐Ÿš€ Crypto Market Outlook.$ETH
โ€ข Bitcoin remains the market leader.
โ€ข Altcoins could see increased volatility as capital flows shift.
โ€ข Institutional sentiment remains a major driver of the next trend.
โ€ข Macroeconomic developments continue to influence both gold and crypto.$BTC
โš ๏ธ Key Levels to Watch:
๐ŸŸก Gold: $4,900 target zone
๐ŸŸ  Bitcoin: Major resistance and breakout levels
๐Ÿ”ต Ethereum: Institutional demand and ETF flows
๐Ÿ’ก The bigger question:
If gold's upside is becoming more limited, will investors increasingly view Bitcoin as the preferred hedge and store of value?
๐Ÿ“ˆ Markets are evolving, and the competition between Gold and Bitcoin is far from over.
โš ๏ธ Not Financial Advice. Always do your own research.#BTC #Crypto #Gold #GoldmanSachs
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๐Ÿšจ GOLD MARKET SHOCKER: WALL STREET JUST HIT THE BRAKES! ๐Ÿšจ Gold sentiment just took a major turn. ๐Ÿ“‰ Goldman Sachs has officially cut its year-end gold target by a massive $500, lowering expectations to $4,900 per ounce. The reason? Markets are now pricing in a major shift in monetary policy. The banking giant believes the Federal Reserve may no longer cut interest rates in 2026, potentially changing the landscape for risk assets and safe-haven demand. Big institutions move early. Smart money watches macro trends before the crowd catches up. ๐Ÿ‘€ Will this cool down gold's explosive momentum, or is this just another shakeout before the next big move? ๐Ÿ”ฅ Drop your thoughts below โฌ‡๏ธ Bullish or Bearish on Gold from here? $XAU | $XAUT $DEXE {spot}(XAUTUSDT) {future}(XAUUSDT) #GOLD #XAU #GoldManSachs
๐Ÿšจ GOLD MARKET SHOCKER: WALL STREET JUST HIT THE BRAKES! ๐Ÿšจ

Gold sentiment just took a major turn. ๐Ÿ“‰

Goldman Sachs has officially cut its year-end gold target by a massive $500, lowering expectations to $4,900 per ounce.

The reason? Markets are now pricing in a major shift in monetary policy.

The banking giant believes the Federal Reserve may no longer cut interest rates in 2026, potentially changing the landscape for risk assets and safe-haven demand.

Big institutions move early. Smart money watches macro trends before the crowd catches up. ๐Ÿ‘€

Will this cool down gold's explosive momentum, or is this just another shakeout before the next big move? ๐Ÿ”ฅ

Drop your thoughts below โฌ‡๏ธ
Bullish or Bearish on Gold from here?
$XAU | $XAUT $DEXE
#GOLD #XAU #GoldManSachs
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"Gold trend reversal: Goldman Sachs cuts target to $500, investors need to pay attention! #GoldmanSachs"
"Gold trend reversal: Goldman Sachs cuts target to $500, investors need to pay attention! #GoldmanSachs"
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๐Ÿšจ LATEST: ๐Ÿฆ๐Ÿš€ SpaceX's historic IPO didn't just create a massive payday for investors โ€” it also delivered a huge win for Wall Street's biggest banks. According to filings, $SPCX SpaceX is expected to pay around $500 million in underwriting fees from its record-breaking $75 billion IPO. Goldman Sachs and Morgan Stanley, which led the deal, are reportedly set to receive about $100 million each, while Bank of America, Citigroup, and JPMorgan could collect roughly $75 million each. What's interesting is that the fee pool is actually considered relatively small compared to the size of the offering. That shows just how eager banks were to be associated with what many see as the most prestigious IPO in modern history. Analysts describe SpaceX as a "trophy deal" โ€” one where the long-term relationship and prestige may be worth even more than the fees themselves. JPMorgan went as far as hosting a major celebration for SpaceX employees after the listing, complete with themed cocktails, a rocket-shaped cake, and even lighting up the top of its Manhattan headquarters with a rocket display. In the end: ๐Ÿš€ SpaceX made history ๐Ÿ’ฐ Wall Street got paid ๐Ÿ† And the banks gained bragging rights for years to come #SpaceX #IPO #WallStreet {future}(SPCXUSDT) #GoldManSachs #BinanceSquare
๐Ÿšจ LATEST: ๐Ÿฆ๐Ÿš€

SpaceX's historic IPO didn't just create a massive payday for investors โ€” it also delivered a huge win for Wall Street's biggest banks.

According to filings, $SPCX SpaceX is expected to pay around $500 million in underwriting fees from its record-breaking $75 billion IPO.

Goldman Sachs and Morgan Stanley, which led the deal, are reportedly set to receive about $100 million each, while Bank of America, Citigroup, and JPMorgan could collect roughly $75 million each.

What's interesting is that the fee pool is actually considered relatively small compared to the size of the offering. That shows just how eager banks were to be associated with what many see as the most prestigious IPO in modern history.

Analysts describe SpaceX as a "trophy deal" โ€” one where the long-term relationship and prestige may be worth even more than the fees themselves.

JPMorgan went as far as hosting a major celebration for SpaceX employees after the listing, complete with themed cocktails, a rocket-shaped cake, and even lighting up the top of its Manhattan headquarters with a rocket display.

In the end:

๐Ÿš€ SpaceX made history
๐Ÿ’ฐ Wall Street got paid
๐Ÿ† And the banks gained bragging rights for years to come

#SpaceX #IPO #WallStreet
#GoldManSachs #BinanceSquare
๐Ÿ“Šโšฝ CHESS LOGIC: Goldman Sachs unveils its mathematical model for the 2026 World Cup Just hours before the kickoff of the World Cup on June 11, Wall Street has put its financial prediction algorithms to the test. Goldman Sachs has structured its official simulation using the Elo System โ€”originally designed for competitive chessโ€” to pick the champion of the 2026 World Cup. ๐Ÿ†๐Ÿ“‰ How does Wall Street's model work? * 100,000 Monte Carlo Simulations: The supercomputer ran the entire tournament a hundred thousand times to calculate precise performance probabilities. ๐Ÿ’ธโŒ * Dynamic Relative Strength: The system penalizes or rewards the scores of teams based on the level of their opponents, just like the rankings of chess Grandmasters. * The Algorithm's Favorite: Hard data points to France having the highest mathematical probability of being crowned champion, followed by Brazil. ๐Ÿ“ˆ The Lesson for Traders: Just like in trading on @Binance, the model reminds us that financial success isn't about guessing the future, but about managing probabilities and mitigating risks against unforeseen events. โš ๏ธ OpSec Alert: The World Cup hype will bring a wave of phishing scams and fake betting dApps. If you transfer stablecoins to your Web3 Wallet to secure profits during the matches, always check the addresses character by character manually to neutralize wallet poisoning attacks (Address Poisoning). ๐Ÿ”’ Do you think Goldman Sachs' math will beat the randomness of football, or will we see a historic surprise in the tournament? Iโ€™m reading you below! ๐Ÿ‘‡ #WorldCup2026 #GoldManSachs #cryptotrading
๐Ÿ“Šโšฝ CHESS LOGIC: Goldman Sachs unveils its mathematical model for the 2026 World Cup
Just hours before the kickoff of the World Cup on June 11, Wall Street has put its financial prediction algorithms to the test. Goldman Sachs has structured its official simulation using the Elo System โ€”originally designed for competitive chessโ€” to pick the champion of the 2026 World Cup. ๐Ÿ†๐Ÿ“‰
How does Wall Street's model work?
* 100,000 Monte Carlo Simulations: The supercomputer ran the entire tournament a hundred thousand times to calculate precise performance probabilities. ๐Ÿ’ธโŒ
* Dynamic Relative Strength: The system penalizes or rewards the scores of teams based on the level of their opponents, just like the rankings of chess Grandmasters.
* The Algorithm's Favorite: Hard data points to France having the highest mathematical probability of being crowned champion, followed by Brazil.
๐Ÿ“ˆ The Lesson for Traders: Just like in trading on @Binance, the model reminds us that financial success isn't about guessing the future, but about managing probabilities and mitigating risks against unforeseen events.
โš ๏ธ OpSec Alert: The World Cup hype will bring a wave of phishing scams and fake betting dApps. If you transfer stablecoins to your Web3 Wallet to secure profits during the matches, always check the addresses character by character manually to neutralize wallet poisoning attacks (Address Poisoning). ๐Ÿ”’
Do you think Goldman Sachs' math will beat the randomness of football, or will we see a historic surprise in the tournament? Iโ€™m reading you below! ๐Ÿ‘‡
#WorldCup2026 #GoldManSachs #cryptotrading
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Goldman Sachs Exits Altcoins: The Real Reason Behind the MoveThe institutional narrative just took a massive hit. Goldman Sachs officially closed down its specialized investment vehicles for $XRP and $SOL . This isn't a routine portfolio adjustment; it is a direct response to a tightening macro environment where global liquidity is drying up fast.ย  With the US dollar remaining near multi-month highs and Treasury yields locked at elevated levels, major investment banks are choosing to aggressively de-risk. For retail traders, this institutional retreat indicates that altcoin upside will remain heavily restricted until the broader macroeconomic outlook turns accommodating again.ย  #Solana #XRP #GoldmanSachs #MacroCrypto {future}(XRPUSDT) {future}(SOLUSDT)

Goldman Sachs Exits Altcoins: The Real Reason Behind the Move

The institutional narrative just took a massive hit. Goldman Sachs officially closed down its specialized investment vehicles for $XRP and $SOL . This isn't a routine portfolio adjustment; it is a direct response to a tightening macro environment where global liquidity is drying up fast.
With the US dollar remaining near multi-month highs and Treasury yields locked at elevated levels, major investment banks are choosing to aggressively de-risk. For retail traders, this institutional retreat indicates that altcoin upside will remain heavily restricted until the broader macroeconomic outlook turns accommodating again.
#Solana #XRP #GoldmanSachs #MacroCrypto
Goldman Sachs Teams Up with Apex and Archax to Launch Tokenized Real Estate Fund Goldman Sachs has announced a partnership with Apex Group and Archax to launch a tokenized real estate fund, merging blockchain-native issuance with traditional fund structures. This fund leverages distributed ledger technology to enhance the liquidity and accessibility of real estate assets, allowing investors to hold shares of real estate assets in token form. This marks another significant move by Wall Street's top investment bank in the RWA (Real World Assets) tokenization space. Why it Matters: Goldman Sachs' entry into tokenized real estate signals that traditional financial giants are ramping up efforts to put trillion-dollar assets on-chain, with RWA tokenization poised to become a key narrative in the next crypto bull run. #GoldmanSachs #RWA #ไปฃๅธๅŒ– #ๅŒบๅ—้“พ #Web3
Goldman Sachs Teams Up with Apex and Archax to Launch Tokenized Real Estate Fund

Goldman Sachs has announced a partnership with Apex Group and Archax to launch a tokenized real estate fund, merging blockchain-native issuance with traditional fund structures. This fund leverages distributed ledger technology to enhance the liquidity and accessibility of real estate assets, allowing investors to hold shares of real estate assets in token form. This marks another significant move by Wall Street's top investment bank in the RWA (Real World Assets) tokenization space.

Why it Matters: Goldman Sachs' entry into tokenized real estate signals that traditional financial giants are ramping up efforts to put trillion-dollar assets on-chain, with RWA tokenization poised to become a key narrative in the next crypto bull run.

#GoldmanSachs #RWA #ไปฃๅธๅŒ– #ๅŒบๅ—้“พ #Web3
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#GoldManSachs *Goldman Sachs Cuts Spot Ethereum ETF Exposure, Adds Staked ETH Position in Q1 2026* Goldman Sachs significantly reshuffled its Ethereum exposure in Q1 2026, cutting spot ETF holdings while rotating into staked ETH and adjusting options positions, according to its latest 13F filing. The Changes - *iShares Ethereum Trust (ETHA)*: Holdings dropped *74%* to 7.21M shares, with value falling *81%* to $114.2M from $613.5M in Q4 2025. - *iShares Staked Ethereum ETF*: Goldman initiated a new position of 2.48M shares worth *$66.9M*, marking its first exposure to staked ETH products. - *Fidelity Ethereum Fund (FETH)*: The firm exited entirely, selling 13.3M shares worth $393.9M. - *Options Activity*: Put options on ETHA increased 69% to 3.81M contracts, while call options fell 67% to 217,500 contracts. What It Means The move suggests Goldman is shifting from direct spot ETH exposure to yield-generating staked ETH products. The sharp cut in ETHA and exit from FETH, combined with the new staked ETH position, indicates a preference for ETH exposure that generates staking yield rather than holding it passively. The increase in put options also signals hedging activity, likely to protect against downside risk after ETHโ€™s volatile start to 2026. Bottom Line Goldmanโ€™s Q1 2026 13F shows institutions are fine-tuning crypto exposure. Instead of reducing ETH exposure outright, Goldman rotated into staked ETH and hedged with puts, reflecting a more income-focused and risk-managed approach.
#GoldManSachs
*Goldman Sachs Cuts Spot Ethereum ETF Exposure, Adds Staked ETH Position in Q1 2026*

Goldman Sachs significantly reshuffled its Ethereum exposure in Q1 2026, cutting spot ETF holdings while rotating into staked ETH and adjusting options positions, according to its latest 13F filing.

The Changes
- *iShares Ethereum Trust (ETHA)*: Holdings dropped *74%* to 7.21M shares, with value falling *81%* to $114.2M from $613.5M in Q4 2025.
- *iShares Staked Ethereum ETF*: Goldman initiated a new position of 2.48M shares worth *$66.9M*, marking its first exposure to staked ETH products.
- *Fidelity Ethereum Fund (FETH)*: The firm exited entirely, selling 13.3M shares worth $393.9M.
- *Options Activity*: Put options on ETHA increased 69% to 3.81M contracts, while call options fell 67% to 217,500 contracts.

What It Means
The move suggests Goldman is shifting from direct spot ETH exposure to yield-generating staked ETH products. The sharp cut in ETHA and exit from FETH, combined with the new staked ETH position, indicates a preference for ETH exposure that generates staking yield rather than holding it passively.

The increase in put options also signals hedging activity, likely to protect against downside risk after ETHโ€™s volatile start to 2026.

Bottom Line
Goldmanโ€™s Q1 2026 13F shows institutions are fine-tuning crypto exposure. Instead of reducing ETH exposure outright, Goldman rotated into staked ETH and hedged with puts, reflecting a more income-focused and risk-managed approach.
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The banking giant Goldman Sachs revealed in its latest official report to the SEC that it has completely liquidated all its positions in the ETFs of $XRP and $SOL , which totaled over $150 million. Additionally, it reduced its exposure to Ethereum by 70%. Wall Street seems to be concentrating its capital solely on the larger assets while sidelining the alternative market. Do you think this mass exit from Goldman Sachs will slow down the growth of Solana and Ripple in the short term, or do retail investors have enough strength to hold the prices? #GoldmanSachs #solana #Xrp๐Ÿ”ฅ๐Ÿ”ฅ #CryptoNews #altcoins
The banking giant Goldman Sachs revealed in its latest official report to the SEC that it has completely liquidated all its positions in the ETFs of $XRP and $SOL , which totaled over $150 million. Additionally, it reduced its exposure to Ethereum by 70%. Wall Street seems to be concentrating its capital solely on the larger assets while sidelining the alternative market.

Do you think this mass exit from Goldman Sachs will slow down the growth of Solana and Ripple in the short term, or do retail investors have enough strength to hold the prices?

#GoldmanSachs #solana #Xrp๐Ÿ”ฅ๐Ÿ”ฅ #CryptoNews #altcoins
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๐Ÿšจ BULLISH: Goldman Sachs raises its S&P 500 year-end target to 8,000, up from 7,600, citing stronger earnings expectations following a robust Q1 reporting season. #SP500 #GoldManSachs
๐Ÿšจ BULLISH: Goldman Sachs raises its S&P 500 year-end target to 8,000, up from 7,600, citing stronger earnings expectations following a robust Q1 reporting season.

#SP500
#GoldManSachs
#GoldManSachs ๐Ÿ”ด Goldman Sachs keeps an overweight view on equities for the next 12 months, even as they anticipate more moderate returns after the recent rally. Strategist Christian Mueller-Glissmann points out that markets are close to record highs thanks to tech earnings and increased AI investment. However, high yields, rising energy prices, and strong market sentiment could trigger a correction. Goldman still advises buying on dips, supported by a resilient macro environment, ongoing earnings growth, and AI-related spending.
#GoldManSachs
๐Ÿ”ด Goldman Sachs keeps an overweight view on equities for the next 12 months, even as they anticipate more moderate returns after the recent rally. Strategist Christian Mueller-Glissmann points out that markets are close to record highs thanks to tech earnings and increased AI investment. However, high yields, rising energy prices, and strong market sentiment could trigger a correction. Goldman still advises buying on dips, supported by a resilient macro environment, ongoing earnings growth, and AI-related spending.
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Goldman Slashed Recession Odds to 15% This Morning โ€” Here Is What That Single Number MeansGoldman cut US recession odds to 15% this morning following the US-Iran MOU and stabilizing energy markets. That one number โ€” 15% โ€” is the most important macro data point released today, and I want to walk you through exactly what it means for your portfolio. A 15% recession probability means the base case for the global economy is continued expansion. It means the Fed can cut rates in H2 2026 without fear of cutting into a recession โ€” a "soft landing" cut rather than an emergency cut. Soft landing cuts historically ignite risk asset rallies across equities, crypto, commodities, and emerging markets simultaneously. The oil picture is doing the heavy lifting. Crude sits at $73.72 on your Binance screen. The Iran ceasefire removed the Strait of Hormuz risk premium โ€” roughly $8โ€“12 per barrel โ€” that had been embedded in energy prices. As oil falls, US CPI drops. As CPI drops, the Fed's path to rate cuts becomes cleaner. The ECB already cut twice in 2026. The Bank of England cut in May. Synchronized global rate cuts are the single most powerful macro tailwind any risk asset can receive. The equity market is screaming this. S&P 500 at 5,847 โ€” near its 2026 high. Nasdaq posted a 2.1% single-session gain on the Iran ceasefire news. The Russell 2000 small-cap index jumped 2.12% in the same session โ€” that's not just AI/tech, that's broad economic confidence. And crypto? Still at Extreme Fear 24. Still processing the pain of 30 days of ETF outflows. Still disconnected from what every other risk asset is doing. That disconnect resolves. It always does. The only question is the timing. With Goldman at 15% recession odds, oil falling, and rates heading lower โ€” I think the resolution comes faster than most people expect. The assets best positioned: $BTC (highest beta to macro relief), $XRP (CLARITY Act + rate environment), $SOL (tech infrastructure + institutional ETF flows). Please subscribe, like, and share this article. It genuinely helps. #MacroEconomy #bitcoin #GoldManSachs #FedRates #BinanceSquare

Goldman Slashed Recession Odds to 15% This Morning โ€” Here Is What That Single Number Means

Goldman cut US recession odds to 15% this morning following the US-Iran MOU and stabilizing energy markets. That one number โ€” 15% โ€” is the most important macro data point released today, and I want to walk you through exactly what it means for your portfolio.
A 15% recession probability means the base case for the global economy is continued expansion. It means the Fed can cut rates in H2 2026 without fear of cutting into a recession โ€” a "soft landing" cut rather than an emergency cut. Soft landing cuts historically ignite risk asset rallies across equities, crypto, commodities, and emerging markets simultaneously.
The oil picture is doing the heavy lifting. Crude sits at $73.72 on your Binance screen. The Iran ceasefire removed the Strait of Hormuz risk premium โ€” roughly $8โ€“12 per barrel โ€” that had been embedded in energy prices. As oil falls, US CPI drops. As CPI drops, the Fed's path to rate cuts becomes cleaner. The ECB already cut twice in 2026. The Bank of England cut in May. Synchronized global rate cuts are the single most powerful macro tailwind any risk asset can receive.
The equity market is screaming this. S&P 500 at 5,847 โ€” near its 2026 high. Nasdaq posted a 2.1% single-session gain on the Iran ceasefire news. The Russell 2000 small-cap index jumped 2.12% in the same session โ€” that's not just AI/tech, that's broad economic confidence.
And crypto? Still at Extreme Fear 24. Still processing the pain of 30 days of ETF outflows. Still disconnected from what every other risk asset is doing.
That disconnect resolves. It always does. The only question is the timing. With Goldman at 15% recession odds, oil falling, and rates heading lower โ€” I think the resolution comes faster than most people expect.
The assets best positioned: $BTC (highest beta to macro relief), $XRP (CLARITY Act + rate environment), $SOL (tech infrastructure + institutional ETF flows).
Please subscribe, like, and share this article. It genuinely helps.
#MacroEconomy #bitcoin #GoldManSachs #FedRates #BinanceSquare
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