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The Markets

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The Markets · 139 episoder · Side 2 af 5

The Fed Cut Playbook
15. aug. 2025 10m

With a September rate cut looking increasingly likely, where are the opportunities in bond, currency, and equity markets? Josh Schiffrin, Chief Strate...

Still Bullish on Big Tech
8. aug. 2025 7m

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...

“Stocks Are Still Very Undervalued”
1. aug. 2025 12m

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-...

Will the dollar keep dropping?
25. jul. 2025 11m

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-...

Global income plays
18. jul. 2025 8m

What does inflation data tell us about the impact of US tariffs, and where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist...

The three top equity market themes
11. jul. 2025 10m

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...

Climbing the “wall of worry”
27. jun. 2025 10m

Despite geopolitical tensions and trade policy uncertainty, markets continue to climb to record highs. What risks are investors watching? Shawn Tuteja...

European opportunities
20. jun. 2025 9m

Are European equities set up to outperform – and which global sectors hold the greatest potential now? John Storey, Co-Head of Equities Distribution i...

Staying long US assets
13. jun. 2025 8m

What should investors take away from recent economic data releases, and where are the opportunities now? Ashok Varadhan, Co-Head of Global Banking & M...

“This is what people were hoping for”
6. jun. 2025 7m

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...

Why emerging markets could keep rallying
30. maj 2025 9m

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...

Fade the S&P 500 rally?
23. maj 2025 9m

US stocks have risen significantly from their early April lows. Is the bounce over – and how are smart investors positioning now? Brian Garrett, head ...

Why tech stocks could keep rallying
16. maj 2025 6m

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...

“Long stocks, short bonds”
9. maj 2025 10m

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...

Time to buy bonds?
2. maj 2025 10m

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...

“The most attractive hedge”
25. apr. 2025 8m

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 ...

Opportunities amidst historic volatility
11. apr. 2025 9m

As tariff announcements shake up the economic outlook, what’s the path for markets – and where are the opportunities now? Josh Schiffrin, Chief Strate...

Tariffs could spark “a new rotation” in US equities
4. apr. 2025 11m

What will higher-than-expected tariffs mean for markets – and where are the opportunities now? Shawn Tuteja, who oversees ETF and custom baskets volat...

Can US equities rally again?
28. mar. 2025 8m

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...

Bonds or stocks: The 2025 income play
21. mar. 2025 8m

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...

“The US is still the place to be”
14. mar. 2025 8m

After a rough stretch for US equities, are opportunities beginning to emerge? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discu...

Buy the dip in US equities?
7. mar. 2025 8m

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...

Is the US consumer in trouble?
28. feb. 2025 7m

A sharp decline in consumer sentiment is leading to questions about consumer strength. Are investors right to be concerned, and where are the opportun...

Why gold could rise even higher
21. feb. 2025 9m

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...

The 1982 playbook
14. feb. 2025 10m

After a hotter-than-expected inflation report, questions about fiscal and monetary policy are becoming increasingly urgent. What could it all mean for...

Finding opportunities in a “trickier” market
7. feb. 2025 8m

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...

Markets make sense of the Fed
31. jan. 2025 8m

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...

The key US equity theme for 2025
24. jan. 2025 10m

With the Fed’s policy approach shifting, will “quality” stocks outperform in the months ahead? Shawn Tuteja, who oversees ETF and custom baskets volat...

The perfect setup for US stocks?
17. jan. 2025 10m

Inflation is coming down, while the employment picture is surprisingly robust. What does the latest economic data mean for the Fed – and for markets? ...

What the huge jobs number means for investors
10. jan. 2025 9m

Bond and equity markets are sliding after a strong US jobs report. Where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist o...