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The Markets

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The Markets · 139 episoder · Side 1 af 5

“I’d Rather Be a Bond”
27. mar. 2026 10m

Bond yields have risen sharply in the past month. Is this move an overreaction – and is it creating opportunities for investors? Lindsay Rosner, Head ...

"The Market Is Fragile"
20. mar. 2026 10m

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...

Untangling Signals of Market Stress
13. mar. 2026 10m

Geopolitical uncertainty and a decline in S&P 500 liquidity are prompting institutional investors to hedge against macro risks. How are investors ...

New Worries
6. mar. 2026 8m

A weaker-than-expected employment report, and increasing geopolitical\nconcerns, are leading to significant market volatility. How should investors\nm...

$120 Oil Ahead?
4. mar. 2026 12m

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...

A New Way to Trade Emerging Markets
27. feb. 2026 9m

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...

Tech Comeback Ahead?
20. feb. 2026 8m

Despite widespread optimism about AI, the US tech sector has lagged meaningfully this year. What factors could lead to a bullish reversal – and which ...

“Still Bullish Gold”
13. feb. 2026 9m

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 ...

Stock Market Shakeout
10. feb. 2026 13m

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...

Finding Opportunities in Financials
6. feb. 2026 10m

Can US financials outperform in 2026 – and where are the most attractive opportunities? Christian DeGrasse, financial sector specialist in Global Bank...

Long Gold and Long Stocks
30. jan. 2026 12m

Do investors need a new barbell strategy? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Ma...

“A Massive Broadening Trade”
23. jan. 2026 12m

Concerns over US tariffs and Japanese fiscal policy are inserting fresh volatility into markets. So how are investors positioning – and where are the ...

Which Equity Markets Will Outperform?
16. jan. 2026 13m

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...

Emerging Markets Could Keep Surging
9. jan. 2026 8m

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...

“We Like Bonds”
19. dec. 2025 10m

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...

Are More Rate Cuts Coming?
12. dec. 2025 7m

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,...

Why the Dollar Could Drop
5. dec. 2025 10m

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...

Why Stocks Are Getting Wild
25. nov. 2025 7m

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...

Consumer Concerns and Equity Opportunities
21. nov. 2025 8m

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...

How to Trade a Credit Expansion
14. nov. 2025 10m

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...

Rise of the Retail Investor
7. nov. 2025 8m

As retail investor activity become a more significant driver of US equities, how is their behavior shaping markets – and what opportunities could be o...

A “Blow-Off Top” Ahead?
31. okt. 2025 10m

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 ...

Can the China Rally Continue?
24. okt. 2025 8m

What’s driving Chinese equity markets higher, and are there better opportunities across the emerging markets landscape at this point? Stratford Dennis...

The Bubble Question
17. okt. 2025 10m

Are US stocks overvalued, or is the rally set to continue through 2026? Mike Washington, equities sales trader with Global Banking & Markets, discusse...

Can the Rally Continue?
10. okt. 2025 8m

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...

Hidden Volatility
3. okt. 2025 8m

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...

A Contrarian Call on Europe
26. sep. 2025 10m

After a stunning rally for US stocks, can investors find better opportunities in other markets? Mark Wilson, Head of Equities Franchise Sales in Globa...

Will Fed Cuts Drive Stocks Higher?
19. sep. 2025 10m

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...

Sentiment Check on Tech
12. sep. 2025 5m

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 the Weak Jobs Report Means For Markets
5. sep. 2025 9m

What does Friday’s disappointing jobs number mean for the Fed – and where are the opportunities for investors today? Rich Privorotsky, head of Europea...