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The Markets · 139 episoder · Side 1 af 5
Bond yields have risen sharply in the past month. Is this move an overreaction – and is it creating opportunities for investors? Lindsay Rosner, Head ...
While the S&P 500 has traded within a relatively narrow range this year, there are significant signals of stress below the surface, says John Stor...
Geopolitical uncertainty and a decline in S&P 500 liquidity are prompting institutional investors to hedge against macro risks. How are investors ...
A weaker-than-expected employment report, and increasing geopolitical\nconcerns, are leading to significant market volatility. How should investors\nm...
The conflict in Iran has led to a significant spike in oil prices. What will\ndetermine the commodity’s next move, and how much higher could oil price...
Emerging market equities have continued to rally in 2026. What’s driving the gains, and where are the opportunities now? Stratford Dennis, head of eme...
Despite widespread optimism about AI, the US tech sector has lagged meaningfully this year. What factors could lead to a bullish reversal – and which ...
What’s behind the recent volatility in gold prices – and what could drive further gains through the rest of the year? Lina Thomas, senior commodities ...
There is significant volatility beneath the surface of the US equity market. So what’s driving these moves – and where are the opportunities for inves...
Can US financials outperform in 2026 – and where are the most attractive opportunities? Christian DeGrasse, financial sector specialist in Global Bank...
Do investors need a new barbell strategy? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Ma...
Concerns over US tariffs and Japanese fiscal policy are inserting fresh volatility into markets. So how are investors positioning – and where are the ...
What factors could drive global markets in 2026 – and how should investors think about hedging their exposure? Kunal Shah, co-CEO of Goldman Sachs Int...
After a big 2025 for emerging markets, are more gains ahead this year? And what countries and sectors should investors focus on? Stratford Dennis, hea...
How should investors think about fixed income going into 2026 – and what’s the outlook for the jobs market and Fed policy? Lindsay Rosner, Head of Mul...
What did we learn from the Federal Reserve about the likely path of monetary policy in 2026 – and where are the best trades right now? Josh Schiffrin,...
After falling sharply to start the year, the US dollar has been flat over the past eight months. What could drive the next move – and where can trader...
What’s driving the volatility in US equities, and how should investors look to position now? Brian Garrett, head of equity execution on the Cross Asse...
As worries about the US consumer intensify, what’s the outlook for earnings and for the holiday shopping season – and are there now opportunities in s...
The US economy is in the midst of a “handover” from a fiscal expansion to a credit expansion, says Anshul Sehgal, global co-head of Fixed Income, Curr...
As retail investor activity become a more significant driver of US equities, how is their behavior shaping markets – and what opportunities could be o...
As investors make sense of surprising Fed guidance and a huge slate of earnings, what’s the current state of sentiment around US equities – and which ...
What’s driving Chinese equity markets higher, and are there better opportunities across the emerging markets landscape at this point? Stratford Dennis...
Are US stocks overvalued, or is the rally set to continue through 2026? Mike Washington, equities sales trader with Global Banking & Markets, discusse...
After a tremendous rally for US equities, could more gains be ahead – or is it time for investors to protect their portfolios? Ashok Varadhan, Co-Head...
The S&P 500 has enjoyed a remarkably steady rise, but under the surface, the action has been much choppier at the single-stock level. What does th...
After a stunning rally for US stocks, can investors find better opportunities in other markets? Mark Wilson, Head of Equities Franchise Sales in Globa...
What should investors take away from Wednesday’s rate cut – and how are US equities likely to respond from here? Tony Pasquariello, Global Head of Hed...
What’s driving US tech stocks — and what could be ahead for the sector? Peter Callahan, the US Technology, Media and Telecommunications sector special...
What does Friday’s disappointing jobs number mean for the Fed – and where are the opportunities for investors today? Rich Privorotsky, head of Europea...