"Goldman Sachs is the acknowledged leader in the investment landscape on Wall Street and worldwide. The firm's top-notch research department continues to provide institutional and high-net-worth clients with the best ideas across the investment spectrum. It is likely to continue doing so for years to come. We were somewhat surprised when the firm announced that it is anticipating three 25-basis-point rate cuts in September, October, and December, as well as similar cuts in March and June 2026."
"The Goldman Sachs Conviction List is a curated list of stocks that the firm's research team believes have a high likelihood of outperforming the market. It is a tool for investors to identify stocks with strong growth potential, frequently updated to reflect changes in market conditions and company performance. The list aims to pinpoint stocks in which Goldman Sachs analysts have the "highest level of conviction" for outperformance."
"This represents a significant revision from their earlier 2025 forecast, as Goldman Sachs has pushed forward its forecast for Federal Reserve interest rate cuts and now calls for the central bank to resume reductions in September (which is the consensus across Wall Street) rather than December, given that the inflationary effects of tariffs "look a bit smaller" than expected."
Goldman Sachs is described as a leading global investment bank with a highly regarded research department serving institutional and high-net-worth clients. The firm now anticipates three 25-basis-point Federal Reserve rate cuts in September, October, and December 2025, followed by similar cuts in March and June 2026. The forecast was moved earlier due in part to a view that tariff-driven inflationary effects are smaller than expected. The Goldman Sachs Conviction List curates stocks with high potential for outperformance and is regularly updated. Four dividend-paying stocks from that list were identified as likely beneficiaries of a Fed rate-cutting cycle.
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