Now, let's turn to financials. They initially popped on the back of the Fed's rate cut, but then came off those gains. Still, financials have been gaining in the past three months, up more than 7%.The gains continue now that we got one rate cut with potentially more on the way. Joining us now is McCrae Sykes, portfolio portfolio manager at Gabelli Funds. Mac, welcome.Um, you know, the KRE up there near 65. Can it keep moving higher if we get as many cuts as the Fed governors expect. Well, it was pretty exci ...

文章核心观点 高盛可能受益于近期市场环境，但特朗普升级贸易紧张局势带来不确定性，市场关注高盛财报及CEO对相关情况的看法 [1][3] 分组1：市场环境与竞争对手情况 - 竞争对手摩根大通和摩根士丹利第一季度业绩超预期，股票交易收入分别飙升48%和45%，得益于特朗普任期初重塑全球贸易协定带来的市场波动 [1][2] - 截至3月31日的季度大部分时间市场活跃，支持高盛财富和资产管理部门发展 [2] - 特朗普上周升级贸易紧张局势，市场动荡，高盛股价今年截至周五下跌14% [3] 分组2：华尔街预期 - 每股收益12.35美元 [4] - 收入148.1亿美元 [4] - 交易收入方面，固定收益45.6亿美元，股票36.5亿美元 [4] - 投资银行收入19.4亿美元 [4] 分组3：市场关注点 - 分析师关注CEO所罗门对与企业客户和机构投资者在市场动荡期间对话的看法 [3]