U.S. Tech – 3-Month Change in Price vs. 3-Month Change in FY2 EPS Until recently, U.S. tech earnings and stock returns have run hand in hand. With the correlation breaking down, dips are looking more like entry points, supported by solid growth prospects tied to AI adoption. Image: Goldman Sachs Global Investment Research
Oil Prices vs. U.S. Inflation When oil climbs, inflation usually follows, lifting energy and transport costs that spread through the economy. The result often weighs on stocks, as tighter profit margins and softer consumer spending feed through the market. Image: Real Investment Advice
Forecast of Gold Prices If macro hedge accumulation picks up again and diversification away from Western assets accelerates, gold could climb to $5,700–$6,100. The recent pullback looks more like profit-taking than a shift in fundamentals. Image: Goldman Sachs Global Investment Research
Gold Price Forecast Goldman Sachs is holding firm on its bullish gold call, reaffirming a December 2026 target of $5,400 an ounce even as recent volatility and bouts of profit-taking test investor nerves. Image: Goldman Sachs Global Investment Research
S&P 500 Price Target for 2026 Confident in the earnings outlook, Goldman Sachs is sticking to its bullish view, expecting the S&P 500 to climb 12% to 7,600 this year, even as some bumps on the road look inevitable. Image: Goldman Sachs Global Investment Research
Energy Positioning vs. Oil Price Energy positioning is lagging what you’d expect considering how far oil prices have already moved up. Image: Deutsche Bank Asset Allocation
Brent Crude Oil Price in Real Terms The longer the oil shock drags on, the greater the risk it spills into the broader economy. For now, traders are betting this surge won’t last, expecting that tensions will cool and prices will retreat. Image: Deutsche Bank
Brent Oil Price Forecast Goldman Sachs has lifted its 2026 oil price forecast, now seeing Brent crude averaging $85 a barrel and WTI at $79, as disruptions in the Strait of Hormuz keep energy markets on edge. Image: Goldman Sachs Global Investment Research
Gold Price Gold is trading lower in part because higher inflation risk is keeping interest rates higher for longer, which hurts non‑yielding assets like gold even amid volatility and geopolitical stress. Image: MarketDesk Research
Monthly Brent Oil Price Oil prices face greater upside than downside risk in the near term, with Brent likely to stay elevated if disruptions persist. Given how slowly such issues tend to ease, the balance of risk points higher for now. Image: Goldman Sachs Global Investment Research
Fed Funds Rate vs. Gasoline Price / Core CPI When gasoline prices rise faster than inflation and move in step with growth, the Fed tends to lift rates. But what is the determining factor this time: strong demand or deep strain? It’s clearly the latter. Image: TS Lombard