Ben Snider (Goldman Sachs) says the Iran ceasefire reduces the risk of a second-half deceleration from high energy prices. He notes the market rally is broad due to positioning unwinding (both hedge fund longs and shorts up ~4%), not just economics. AI earnings remain the strongest growth story for 2027, but the Fed is likely on hold for the near future. Equity issuance is a record in dollar terms but normal relative to market cap (~1%).
explicit
implicit
implicit
Metals
USD
Goldman Sachs
9.0
Investment Bank $2500.00B
Ben Snider 9.0
Investment Bank $2500.00B
Ben Snider 9.0
6/16/2026 1:21:41 AM
ndx
Snider says AI earnings remain the strongest growth story for 2027, and the Nasdaq is leading today. He does not explicitly forecast NDX direction but implies continued strength in tech/AI.
rut
Snider expects broadening out and rotation into cyclicals/smaller stocks as positioning unwinds and energy prices fall, but notes the Nasdaq is still leading today.
wti
Snider says the Iran deal reduces the risk of higher energy prices, implying a downward move in oil.
yields
It looks like stasis... the expectation is the Fed will be on hold.
| 5/28/2026 8:01:54 PM | short term cautious up | 5 days later | +0.85% | +0.43% |
| 5/6/2026 9:19:41 AM | short term cautious up | 5 days later | +1.62% | +0.81% |
| 5/5/2026 1:43:30 AM | short term cautious up | 5 days later | +1.24% | +0.62% |
| 4/20/2026 7:09:00 AM | medium term up | 20 days later | +2.75% | +2.75% |
| 3/4/2026 2:04:00 PM | short term up | 5 days later | -0.24% | -0.24% |
| 2/12/2026 6:36:08 PM | medium term cautious down | 20 days later | +2.22% | -1.11% |
| 1/30/2026 6:19:23 AM | medium term cautious down | 21 days later | -5.75% | +2.88% |
| 12/9/2025 6:20:53 PM | medium term cautious down | 20 days later | -0.82% | +0.41% |
| 11/28/2025 6:04:11 PM | medium term down | 21 days later | +1.78% | -1.78% |
| 11/13/2025 8:45:53 PM | short term down | 5 days later | -0.36% | +0.36% |
| 11/7/2025 7:28:39 PM | medium term cautious down | 21 days later | -0.34% | +0.17% |
| 10/29/2025 5:37:32 PM | medium term cautious down | 20 days later | +0.98% | -0.49% |
| 10/28/2025 6:42:40 PM | medium term cautious down | 20 days later | +1.60% | -0.80% |
| 10/28/2025 1:59:32 PM | short term cautious down | 5 days later | +1.18% | -0.59% |
| 10/24/2025 6:55:30 PM | medium term cautious down | 21 days later | +3.40% | -1.70% |
| 10/15/2025 9:58:39 AM | medium term cautious down | 20 days later | +4.55% | -2.28% |
| 10/7/2025 1:51:58 PM | short term up | 5 days later | -1.89% | -1.89% |
| 9/29/2025 2:12:26 PM | short term cautious down | 6 days later | +0.34% | -0.17% |
| 9/16/2025 4:19:00 PM | medium term cautious down | 20 days later | +1.25% | -0.63% |
| 9/11/2025 1:30:06 AM | short term cautious down | 5 days later | +0.37% | -0.18% |
| 9/9/2025 10:35:22 PM | short term cautious down | 5 days later | +0.05% | -0.02% |
| 9/5/2025 6:25:27 PM | medium term cautious down | 21 days later | +2.35% | -1.17% |
| 9/3/2025 7:20:32 PM | short term cautious down | 5 days later | -2.44% | +1.22% |
| 9/2/2025 1:47:03 PM | short term sharp up | 5 days later | -3.92% | -5.88% |
| 8/12/2025 11:12:01 PM | short term cautious down | 5 days later | +2.43% | -1.22% |
| 8/6/2025 7:05:41 PM | medium term cautious down | 20 days later | -0.14% | +0.07% |
| 8/1/2025 6:12:49 PM | short term down | 7 days later | +1.74% | -1.74% |
