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The Markets · 139 episoder · Side 4 af 5
How are investors responding to a busy earnings week but a weaker-than-expected GDP number? Brian Garrett, head of the equity execution team on the Cr...
"We might just be in a different regime than we were from 2010 to 2020,” says Josh Schiffrin, global head of trading strategy in Global Banking & Mark...
With a soft landing in sight, what are investors considering when rebalancing their portfolios? Alexandra Wilson-Elizondo, co-chief investment officer...
Amid market highs, how are factors like rates and market volatility pushing top investors to shift their portfolio strategy? Kerry Blum, global head o...
Initial public offerings are off to a surprisingly strong start this year. Lizzie Reed, global head of the equity syndicate desk in Global Banking & M...
How are investors responding to central bank decisions across the globe? Vickie Chang, macro strategist in Goldman Sachs Research, discusses how the m...
The tech trade isn’t just about AI. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, ta...
What are record highs in stock indices like the S&P 500, Nasdaq, and the Nikkei— and even gold— telling us about the state of the economy? Alexand...
As inflation fears recede, growth shocks could become a greater driver of market volatility. Kamakshya Trivedi, head of global foreign exchange, inter...
Tech stocks are once again in focus, boosted by optimism over artificial intelligence. In the latest episode of The Markets, Goldman Sachs Research’s ...
What do hedge funds tell us about 2023 and the year ahead? Freddie Parker, co-head of Prime Insights and Analytics in Global Banking & Markets, discus...
Regional banks are back in the news, driven in part by their exposure to commercial and residential real estate. Ryan Nash, managing director in the F...
As tensions in the Middle East continue to rise, what does this mean for markets and the global economy? Jared Cohen, president of Global Affairs and ...
Tech stocks in the “Magnificent Seven” are continuing to drive S&P valuations higher. But are investors starting to consider small and mid-cap tec...
What economic issues were top of mind for world leaders as they gathered at the World Economic Forum in Davos, Switzerland this week? Luke Barrs, glob...
A pickup in US inflation may push out the timing of the Federal Reserve’s rate cuts, according to Alexandra Wilson-Elizondo, co-chief investment offic...
The megacap tech sector surged in value in 2023. So what are the market opportunities in 2024? Eric Sheridan, Internet sector specialist in Goldman Sa...
Has the Fed officially achieved a soft landing? Josh Schiffrin, global head of trading strategy in Goldman Sachs Global Banking & Markets, discusses t...
Against a backdrop of falling rates and resilient global growth, the US dollar typically declines. Goldman Sachs Research’s Kamakshya Trivedi explains...
The S&P is trading near the high of the year, cash is earning historic highs, and bonds are more attractive than ever. Ashish Shah, chief investme...
As the holiday season approaches and CPI numbers show cooling inflation, what does that mean for US consumer spending? Goldman Sachs' Scott Feiler, a ...
While rates are in focus in US markets, how are investors approaching emerging markets? Caesar Maasry, who leads the Emerging Markets Cross Asset Stra...
This week saw major decisions from some of the world's largest central banks, a continued focus on the relationship between the labor market and infla...
The largest companies in both tech and overall market cap are reporting earnings this week and next. Peter Callahan, our US technology, media, and tel...
Amid increasing geopolitical uncertainty and a volatile bond market, the US economy continues to surprise to the upside. Ben Snider, senior strategist...
This week saw a reversal in the US bond market, which has been marked by declining prices and rising yields. Josh Schiffrin, co head of Global and US ...
How are large investors thinking about equity capital markets and the trajectory for the overall economy? Lizzie Reed, global head of the equity syndi...
10-year treasury yields hit a high not seen in fifteen years. Paula Hendrickson on Goldman Sachs Global Banking & Markets’ Interest Rate Product Sales...
OPEC production cuts and record demand have driven the price of oil sharply higher. Daan Struyven, head of oil research in Goldman Sachs Research, bre...
Why are investors increasingly expecting a soft landing as inflation worries persist? Oscar Ostlund, global head of content strategy, market analytics...