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The Markets · 139 episoder · Side 2 af 5
With a September rate cut looking increasingly likely, where are the opportunities in bond, currency, and equity markets? Josh Schiffrin, Chief Strate...
As strong earnings push the US tech giants to new record highs, could these stocks still have room to run? Peter Callahan, the US Technology, Media an...
With the Fed still waiting on rate cuts, what’s the outlook for global assets – and where are the biggest opportunities now? Anshul Sehgal, Global Co-...
Does the US dollar have further to fall – and what are the best ways to play this theme? Kunal Shah, co-CEO of Goldman Sachs International and global-...
What does inflation data tell us about the impact of US tariffs, and where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist...
What’s driving equities now – and what are investors most focused on? Lou Miller, Global Head of Equity Custom Baskets in Goldman Sachs Global Banking...
Despite geopolitical tensions and trade policy uncertainty, markets continue to climb to record highs. What risks are investors watching? Shawn Tuteja...
Are European equities set up to outperform – and which global sectors hold the greatest potential now? John Storey, Co-Head of Equities Distribution i...
What should investors take away from recent economic data releases, and where are the opportunities now? Ashok Varadhan, Co-Head of Global Banking & M...
Will the stronger-than-expected jobs report give investors a reason to chase the US equity rally? Rich Privorotsky, head of European One Delta trading...
What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emer...
US stocks have risen significantly from their early April lows. Is the bounce over – and how are smart investors positioning now? Brian Garrett, head ...
After a dreadful start to the year, US tech stocks have regained their momentum. What’s driving the rally, and how should investors position now? Pete...
As markets – and the Fed – continue to grapple with tariffs, where is the opportunity for investors? Anshul Sehgal, Global Co-Head of Fixed Income, C...
What’s driving the US bond market now – and are there opportunities in Treasuries and in credit? Lindsay Rosner, head of multi-sector investing with G...
Will the US dollar keep sliding? And are compelling trades cropping up as a result? Brian Dunne, head of Americas Foreign Exchange Options Trading in ...
As tariff announcements shake up the economic outlook, what’s the path for markets – and where are the opportunities now? Josh Schiffrin, Chief Strate...
What will higher-than-expected tariffs mean for markets – and where are the opportunities now? Shawn Tuteja, who oversees ETF and custom baskets volat...
After falling 10% from the highs, the US equity market seems to be at a standstill. What will determine the next move, and how are the biggest investo...
Amid signs of an economic slowdown, is it time to lean into bonds? Ashish Shah, global co-head and chief investment officer of Public Investing within...
After a rough stretch for US equities, are opportunities beginning to emerge? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discu...
After a rough week for US stocks, should investors buy the dip – or look for opportunities in global markets? Rich Privorotsky, head of European One D...
A sharp decline in consumer sentiment is leading to questions about consumer strength. Are investors right to be concerned, and where are the opportun...
Gold prices have surged over the past year. What’s driving the rally, and where does the metal fit into portfolios now? Lina Thomas, commodities strat...
After a hotter-than-expected inflation report, questions about fiscal and monetary policy are becoming increasingly urgent. What could it all mean for...
After a year of smooth sailing for US stocks, the word of 2025 has been “dispersion.” How can investors take advantage of this more complicated enviro...
What was behind the volatile market reaction to this week’s Fed decision – and where are the opportunities for bond investors now? Lindsay Rosner, hea...
With the Fed’s policy approach shifting, will “quality” stocks outperform in the months ahead? Shawn Tuteja, who oversees ETF and custom baskets volat...
Inflation is coming down, while the employment picture is surprisingly robust. What does the latest economic data mean for the Fed – and for markets? ...
Bond and equity markets are sliding after a strong US jobs report. Where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist o...