Spring til indhold
The Markets

Alle episoder

The Markets · 139 episoder · Side 4 af 5

Why investors should “expect the chop to continue”
26. apr. 2024 9m

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...

Does the market need rate cuts?
19. apr. 2024 9m

"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...

Turning tail risks into tailwinds
12. apr. 2024 9m

With a soft landing in sight, what are investors considering when rebalancing their portfolios? Alexandra Wilson-Elizondo, co-chief investment officer...

How investors are managing rising volatility
5. apr. 2024 8m

Amid market highs, how are factors like rates and market volatility pushing top investors to shift their portfolio strategy? Kerry Blum, global head o...

Why Today's IPO Market May Surprise You
28. mar. 2024 7m

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 markets are responding to central bank moves
22. mar. 2024 7m

How are investors responding to central bank decisions across the globe? Vickie Chang, macro strategist in Goldman Sachs Research, discusses how the m...

What tech investors are looking for now
15. mar. 2024 5m

The tech trade isn’t just about AI. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, ta...

Breaking down the record highs
8. mar. 2024 9m

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...

Growth shocks, not just inflation, to be a primary driver of markets
1. mar. 2024 10m

As inflation fears recede, growth shocks could become a greater driver of market volatility. Kamakshya Trivedi, head of global foreign exchange, inter...

Can tech continue to power equities to new highs?
23. feb. 2024 8m

Tech stocks are once again in focus, boosted by optimism over artificial intelligence. In the latest episode of The Markets, Goldman Sachs Research’s ...

Hedge Fund Outlook for 2024
16. feb. 2024 9m

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 back in focus on real estate concerns
9. feb. 2024 8m

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...

How geopolitical instability is affecting markets
2. feb. 2024 9m

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 ...

Can tech continue to dominate the markets?
26. jan. 2024 9m

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...

Market takeaways from 2024’s World Economic Forum
19. jan. 2024 7m

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...

What the latest inflation data means for markets, the Fed, and investors’ portfolios
12. jan. 2024 7m

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...

What's ahead for tech stock valuations?
5. jan. 2024 6m

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...

As the Fed stays put, markets bet on timing of rate cuts
15. dec. 2023 9m

Has the Fed officially achieved a soft landing? Josh Schiffrin, global head of trading strategy in Goldman Sachs Global Banking & Markets, discusses t...

Why markets will be living in a strong US dollar world
8. dec. 2023 10m

Against a backdrop of falling rates and resilient global growth, the US dollar typically declines. Goldman Sachs Research’s Kamakshya Trivedi explains...

How are investors approaching today’s market strength?
1. dec. 2023 10m

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...

What are retail earnings and CPI telling us about the US consumer?
17. nov. 2023 6m

As the holiday season approaches and CPI numbers show cooling inflation, what does that mean for US consumer spending? Goldman Sachs' Scott Feiler, a ...

Are emerging markets due for a comeback?
10. nov. 2023 6m

While rates are in focus in US markets, how are investors approaching emerging markets? Caesar Maasry, who leads the Emerging Markets Cross Asset Stra...

What the BoJ’s latest move means for global yields
3. nov. 2023 9m

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...

What big tech's earnings can tell us about AI, rates and future volatility
27. okt. 2023 8m

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...

What the volatile bond market means for investors
20. okt. 2023 7m

Amid increasing geopolitical uncertainty and a volatile bond market, the US economy continues to surprise to the upside. Ben Snider, senior strategist...

The market’s rate expectations
13. okt. 2023 8m

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 ...

A more ‘disciplined’ IPO market
6. okt. 2023 9m

How are large investors thinking about equity capital markets and the trajectory for the overall economy? Lizzie Reed, global head of the equity syndi...

The fixed-income selloff: A new supply-demand dynamic?
29. sep. 2023 7m

10-year treasury yields hit a high not seen in fifteen years. Paula Hendrickson on Goldman Sachs Global Banking & Markets’ Interest Rate Product Sales...

The impact of rising oil prices
22. sep. 2023 5m

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...

What we’re hearing from some of the world’s largest investors now
15. sep. 2023 10m

Why are investors increasingly expecting a soft landing as inflation worries persist? Oscar Ostlund, global head of content strategy, market analytics...