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Goldman Sachs The Markets
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Content provided by Goldman Sachs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Goldman Sachs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast.
…
continue reading
85 episoade
Marcați toate (ne)redate ...
Manage series 3485531
Content provided by Goldman Sachs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Goldman Sachs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast.
…
continue reading
85 episoade
Toate episoadele
×After a hotter-than-expected inflation report, questions about fiscal and monetary policy are becoming increasingly urgent. What could it all mean for investors? Anshul Sehgal, head of US interest rate products in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on February 12 th , 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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 environment? Brian Garrett, head of the equity execution team on the Cross Asset Sales desk in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on February 6 th , 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…
What was behind the volatile market reaction to this week’s Fed decision – and where are the opportunities for bond investors now? Lindsay Rosner, head of multi-sector investing in Goldman Sachs Asset Management, discusses with Mike Washington. Recorded on January 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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1 The key US equity theme for 2025 10:04
10:04
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With the Fed’s policy approach shifting, will “quality” stocks outperform in the months ahead? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, shares his outlook with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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1 The perfect setup for US stocks? 10:42
10:42
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Inflation is coming down, while the employment picture is surprisingly robust. What does the latest economic data mean for the Fed – and for markets? Josh Schiffrin, chief strategy officer and head of financial risk for Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices…
Bond and equity markets are sliding after a strong US jobs report. Where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist on the Fixed Income team in Goldman Sachs Asset Management, discusses with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices
US stocks sunk after the Fed reduced its rate-cutting forecast for 2025. But is this an overreaction – and where are the opportunities for investors now? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices…
Did this week’s inflation data give the Fed the go-ahead to cut rates – and where’s the opportunity for investors now? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research. Learn more about your ad choices. Visit megaphone.fm/adchoices…
US retail stocks have been rallying recently. Will the holiday shopping season give investors a new reason to buy? Scott Feiler, consumer sector specialist with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mega cap tech stocks have powered the market higher in 2024. But are there new opportunities for tech investors beyond the 'Magnificent 7'? Sung Cho, a portfolio manager within Goldman Sachs Asset Management and co-head of the US equity team, joins Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices…
Can US stocks extend their gains through the end of the year? John Flood, head of Americas Equities Sales Trading with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 Is the Trump trade just getting started? 10:05
10:05
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US equities rose sharply on the US election results. Are further gains ahead, and where could the biggest opportunities be now? Shawn Tuteja, who oversees ETF and custom baskets volatility trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices…
Rates have shot higher since the Fed’s first cut. What’s driving the bond market now, and where are the opportunities for investors? Lindsay Rosner, head of multi-sector investing in Goldman Sachs Asset Management, discusses with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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1 Will earnings boost US stocks? 10:53
10:53
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How have investors reacted to earnings reports, and what do rising rates mean for equities? Mike Washington, equities sales trader with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. He also shares some ideas on where the biggest opportunities could be today. Learn more about your ad choices. Visit megaphone.fm/adchoices…
It’s time for equity investors to broaden their portfolios beyond the US tech giants, says Peter Oppenheimer, chief global equity strategist with Goldman Sachs Research. He explains why, and discusses some of the potential opportunities, in this conversation with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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