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  2. Another year of solid spending to boost consumer sector ...

    www.aol.com/another-solid-spending-boost...

    Consumer sentiment and spending will remain strong in 2025, Goldman Sachs says. Analysts expect discretionary cash flow for US consumers to grow 5.2% compared to a 4.4% rise in 2024.

  3. Investors mining new data to predict retailers' results - AOL

    www.aol.com/investors-mining-data-predict...

    Heading into holidays some expect to disappoint, Wall Street investors like Goldman Sachs are using new ways to monitor shoppers' actions and intentions to help determine the season's winners and ...

  4. Consumer stocks 2025: Watch out for discount retailers and ...

    www.aol.com/consumer-stocks-2025-watch-discount...

    Both say Target could be a beneficiary, while Goldman Sachs analyst Kate McShane said Bath & Body Works and Dick's Sporting Goods could also benefit. Brooke DiPalma is a senior reporter for Yahoo ...

  5. Experts push back on Goldman Sachs' forecast for low returns

    www.aol.com/finance/experts-push-back-goldman...

    Goldman Sachs’ prediction that the S&P 500 will deliver 3% annualized nominal ... “Consumer sentiment lifted for the third consecutive month, inching up to its highest reading since April 2024 ...

  6. Investors mining new data to predict retailers' results - AOL

    www.aol.com/news/investors-mining-data-predict...

    One example is data firm HundredX, which earlier this year began selling its shopper-sentiment data to Goldman Sachs. The bank uses the information in equity research and investment banking ...

  7. These 2 defensive sectors are primed for gains as market ...

    www.aol.com/2-defensive-sectors-primed-gains...

    Goldman Sachs's new sector model suggests more defensive positioning as Wall Street prices in near-record optimism. It points to defensive sectors like utilities and healthcare, which have more ...

  8. No one likes over 15% ‘perceived’ inflation - AOL

    www.aol.com/finance/americans-judging-economy...

    Year-over-year inflation, as measured by the consumer price index, peaked at 9.1% in June 2022, but Americans actually felt over 15% inflation at that time, according to Goldman Sachs.

  9. Here are the upside risks to watch - AOL

    www.aol.com/finance/upside-risks-watch-172621948...

    The index is now up 7.7% year to date and up 43.6% from its October 12, 2022 closing low of 3,577.03. ... Here’s Goldman Sachs on GLP-1 drugs (emphasis added): ... "Consumer sentiment moved ...