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Recent declines in US stocks were driven by high investor expectations at the beginning of the year as well as concerns about weaker economic growth and uncertainty created by President Donald Trump’s tariff announcements. Even after the drop, the S&P 500 might be vulnerable to deeper declines, according to Goldman Sachs Research. US stocks fell in early March, with the S&P 500 posting a correction (a drop...
Stocks around the world have recently traded in and out of a bear market — usually defined as a 20% decline from their recent peak. Peter Oppenheimer, chief global equity strategist in Goldman Sachs Research, writes that the history of bear markets can offer clues about the duration and severity of these downturns. US stocks rallied recently after President Trump announced a 90-day pause on the additional...
As China’s economy sputters, investors are asking whether the country could repeat Japan’s experience in the 1990s. Goldman Sachs Research finds that even though there are some key similarities between the two situations, China’s “Japanification” is far from certain. While deteriorating demographics, a debt overhang, and an asset-bubble-burst were all important ingredients to Japan’s malaise at the turn of the century, a key contributor to its Japanification was a...