There’s a very short window to bet against the dollar, says Goldman Sachs.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 11 2024
0mins
Should l Buy AAPL?
Source: MarketWatch
- CPI Day Observance: Mention of CPI day and a promise of more information on the key report.
- Brief Window to Bet Against USD: Karen Reichgott Fishman from Goldman Sachs suggests a brief opportunity to bet against the U.S. dollar if inflation behaves as expected.
- Dollar Surpasses 2023 Highs: The dollar has exceeded highs from 2023 according to the senior currency strategist.
- Subscription Requirement: A prompt for readers to log in if they are already subscribers.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
27 Analyst Rating
17 Buy
9 Hold
1 Sell
Moderate Buy
Current: 297.840
Low
239.00
Averages
306.89
High
350.00
Current: 297.840
Low
239.00
Averages
306.89
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, Wearables, Home and Accessories. Its services include advertising, AppleCare, cloud services, digital content, and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its wearables include smartwatches, wireless headphones, and spatial computers. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Apple Remains a Core Holding: Apple continues to be the largest holding in Berkshire's portfolio, with Abel optimistic about its future performance, especially as AI technology drives accelerated sales growth, showcasing its competitive edge in the premium market.
See More
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- Market Volatility Expectations: Despite summer typically being viewed as a low-volatility period, the ongoing Iran conflict and potential interest rate hikes create uncertainty, leading investors to consider reallocating some capital into dividend ETFs for risk reduction.
- Strong Performance of Dividend ETFs: For instance, the Schwab U.S. Dividend Equity ETF has shown a robust comeback in 2026, achieving a 16% year-to-date return, significantly outperforming the Vanguard S&P 500 ETF, highlighting its appeal in the value and low-volatility stock sectors.
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See More
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- Technological Innovation: The new glasses will embed the Gemini assistant, compatible with both Android and iOS devices, aiming to deliver information through private audio rather than a display, enhancing user experience and strengthening market competitiveness.
- Market Competition Landscape: The launch of Google's audio glasses comes as Meta experiences success in the smart glasses sector, with its partnership with EssilorLuxottica resulting in 7 million units sold in 2025, highlighting the potential and fierce competition in the wearables market.
- Function Demonstration: During the event, Product Manager Nishtha Bhatia demonstrated various features of the audio glasses, including ordering coffee via the Gemini assistant, obtaining navigation directions, and taking photos, showcasing Google's innovative capabilities at the intersection of AI and wearable technology.
See More
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- Market Positioning: Nvidia is set to report earnings amidst the most crowded positioning ever recorded, indicating high investor expectations for its performance, yet this also raises potential risks of volatility.
- Rising Bond Yields: With bond yields hitting a 19-year high, investor preference for high-risk assets may be affected, potentially putting downward pressure on Nvidia's stock price.
- Earnings Impact Expectations: Investors are closely watching Nvidia's earnings report, as any failure to meet market expectations could trigger significant stock price fluctuations and impact overall market sentiment.
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