Goldman Sachs
American multinational investment bank and financial services firm, one of the largest on Wall Street.
Last refreshed: 29 March 2026 · Appears in 2 active topics
When Goldman's forecasts move the market they analyse, who is predicting and who is participating?
Latest on Goldman Sachs
- What is Goldman Sachs predicting for oil prices?
- Goldman projected Brent could breach $147.50 (the 2008 record) if Hormuz stays disrupted for 60 days. It peaked at $126 in March 2026. Analyst Daan Struyven leads the forecasts.Source: editorial
- Does Goldman Sachs think there will be a recession?
- Goldman put US recession probability at 25% in March 2026, driven by oil prices above $110 and the war's impact on supply chains and consumer spending.Source: editorial
- Why do Goldman Sachs forecasts move markets?
- Institutional investors and sovereign wealth funds treat Goldman's research desk as a primary positioning signal. When Goldman changes its oil target, traders adjust before the fundamentals catch up.Source: editorial
Background
One of Wall Street's two dominant full-service investment Banks alongside JPMorgan Chase, Goldman was founded in 1869 and operates across investment banking, securities, asset management and consumer banking. Its commodities research desk, led by Daan Struyven, is treated by institutional investors and sovereign wealth funds as a primary signal for positioning.
Goldman Sachs has been the single most market-moving analytical voice on the 2026 Iran conflict, putting US recession odds at one in four and warning that Brent Crude could breach the 2008 all-time record of $147.50 if Strait of Hormuz flows stay depressed for 60 days. When oil crashed below $100 on talk of talks, Goldman was among the first to call the rally premature .
Brent peaked at $126 per barrel and tanker charter rates quadrupled to $800,000 per day . Goldman's forecasts do not merely describe markets; they move them, making the bank a participant in the crisis it analyses.