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The Markets · 139 episoder · Side 5 af 5
What will it take for US inflation to normalize? Ashok Varadhan, co-head of Global Banking & Markets at Goldman Sachs, discusses US interest rates, th...
Markets are currently “priced for perfection,” according to some market observers. What factors into that analysis, and what might be missing? Greg Tu...
Recent economic indicators — from the Consumer Price Index and jobs numbers to the surge in long-term Treasury yields — suggest that the U.S. economy ...
US credit was downgraded this week and the latest JOLTS numbers came in. Alexandra Wilson-Elizondo, deputy chief investment officer of multi-asset sol...
What do the Fed’s recent hike and corporate earnings mean for markets? Ben Snider, senior strategist on the US Portfolio Strategy macro team in Goldma...
On July 24, the Nasdaq 100 will undergo a “special rebalance,” which is meant to curb the high concentration in the index of a handful of tech stocks....
How does U.S. inflation stack up against other big economies and what does that mean for financial markets? Gurpreet Gill, macro strategist on the fix...
Explaining how crosscurrents in financial markets are impacting how institutional investors allocate assets, Elizabeth Burton, client investment strat...
Discussing how companies are issuing new stock this year, the market for IPOs, and the other ways corporations are accessing capital in a high-rate en...
Discussing central bank tightening, trends in artificial intelligence and real estate, and the slowdown in China’s economy, Ashish Shah, chief investm...
Breaking down the latest decisions from the Fed and the ECB, as well as how corporates are navigating the current economic climate, Jonathan Fine, hea...
Investor enthusiasm for artificial intelligence has driven equity markets higher, but does the current rally have legs? In this week’s Markets podcast...
Discussing what’s next for U.S. treasury issuance as debt ceiling concerns fade, the Fed’s next move, and underlying trends in U.S. equity performance...
Debt ceiling discussions are the primary focus of markets this week but equity and bond markets are reacting in very different ways, explains Candice ...
Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio manageme...
Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Go...
Explaining the takeaways from this week’s Fed decision, recent banking sector stress and debt limit concerns, Ashish Shah, chief investment officer of...
Discussing US equity volatility hitting a low, the takeaways from US and European earnings, and what to expect in next week’s Fed and ECB meetings, Sh...
Breaking down recent bank earnings, China’s GDP, European markets and the tech sector, Tony Pasquariello, global head of hedge fund coverage for Globa...