Why UBS and Goldman Sachs are boosting their gold forecasts

• 

  Morgan Stanley cedes title of chief Goldman Sachs rival

  Both JPMorgan and Evercore generated more financial advisory fees last year than Ted Pick’s bank
  
  Financial Times - Feb. 9
• 

  Goldman Sachs axes diversity rule that has 'served purpose'

  The bank ditches a policy that stopped it acting on flotations for firms with an all male, all white board.
  
  BBC News - Feb. 12
• 

  Goldman Sachs targets leading role in active ETFs in Europe

  Competition heats up as other fund groups are poised to expand product ranges
  
  Financial Times - 6d

• Here’s the biggest economic threat from Trump’s planned immigration crackdown, according to Goldman Sachs

  Should those arrests and deportations pick up, it could have economic consequences, depending how aggressive authorities get.
  
  MarketWatch - Feb. 10
• 

  Goldman Sachs Ditches Big Diversity Rule As Wall Street Backs Off DEI

  Goldman Sachs will drop a demand that corporate boards of directors include women and members of minority groups as financial firms backpedal from D.E.I. promises.
  
  The New York Times - Feb. 11

• Despite tariff fears European stocks have outperformed Wall Street this year. Here’s why UBS thinks that will continue.

  Meager valuations have long been supportive of European stocks – now there are new factors to help the rally
  
  MarketWatch - 6d

• Goldman says AI could be a $200 billion game changer for China markets. But here’s why investors shouldn’t rush in.

  China stocks are starting to feel the benefits of AI, but Goldman Sachs says there are reasons not to rush in.
  
  MarketWatch - 3d

• Inflation just rose again: Why you should invest in gold right now

  There are a few big reasons to add gold to your portfolio now that inflation is ticking back up again.
  
  CBS News - Feb. 12

• Gold could hit $3,000 soon and $4,000 in 2026, this market pro says. Here’s why.

  Yardeni: Inflation, tariffs, plus countries accumulating gold as a haven from U.S. sanctions.
  
  MarketWatch - 5d

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