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Goldman Cuts US Recession Odds to 15% as Oil Retreats, but Warns of Hawkish Fed and Stretched AI Valuations

Goldman Sachs has lowered its 12-month US recession probability to the long-term norm of 15 percent following a US-Iran agreement that pulled energy...

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Goldman Sachs Strategist Warns Drained Oil Inventories Will Keep Prices Elevated Long After Hormuz Reopens

A sharp drawdown in global oil inventories has left the market without its usual shock absorber, and Goldman Sachs strategist Ephraim Sutherland says...

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