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Goldman Sachs The Markets

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Goldman Sachs

Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast.

#67

“The Fed’s got your back”: What the rate cut means for investors

After the Fed’s 50 basis-point cut, what’s next for central bank policy and for markets? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research. ... Read more

20 Sep 2024

09 MINS

09:54

20 Sep 2024

#66

Can the US rally get back on track?

What factors matter most to equity markets now — and what’s the trade from here? Tony Pasquariello, Global Head of Hedge Fund Coverage in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research. ... Read more

13 Sep 2024

08 MINS

08:22

13 Sep 2024

#65

What the jobs report means for markets

Friday’s jobs report came in mixed—the unemployment rate fell, but hiring is slowing. What does that mean for the Fed and for investors? Simon Dangoor, head of Fixed Income Macro strategies in Goldman Sachs Asset Management, discusses with Chris Hussey of Goldman Sachs Research. ... Read more

06 Sep 2024

09 MINS

09:30

06 Sep 2024

#64

The case for a tech comeback

Can megacap tech stocks resume their market leadership? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses what drove the declines and what could power a comeback in this conversation with equities sales trader Mike Washington. ... Read more

16 Aug 2024

07 MINS

07:21

16 Aug 2024

#63

“A solid buying opportunity”: Making sense of the market shakeout

What drove stocks sharply lower to start the week, and what matters to the biggest investors now? John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, explains the action in US equities and predicts what could be ahead in this conversation with Natasha Tiwana. ... Read more

09 Aug 2024

07 MINS

07:19

09 Aug 2024

#62

What Fed cuts will mean for markets

The Fed said Wednesday that it’s getting closer to cutting rates. So what is the Fed focused on now, and how much could cuts impact markets? Josh Schiffrin, Global Head of Trading Strategy in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. ... Read more

02 Aug 2024

07 MINS

07:17

02 Aug 2024

#61

Is the big tech trade over?

The US tech giants that have powered the equity market are leading the recent decline. So what’s ahead for stocks, and where are the opportunities now? Ben Snider, senior strategist on the US portfolio strategy macro team in Goldman Sachs Research, discusses with Chris Hussey. ... Read more

26 Jul 2024

09 MINS

09:07

26 Jul 2024

#60

Divergence watch: ECB decision and central banks’ policy paths

In the wake of the ECB decision, what should we expect to see from central banks around the world – and what does that mean for currency and fixed income markets? Gurpreet Garewal, macro strategist on the Fixed Income team in Goldman Sachs Asset Management, joins Natasha Tiwana of Goldman Sachs Research to discuss. ... Read more

19 Jul 2024

08 MINS

08:02

19 Jul 2024

#59

Inflation cools, election heats up

With inflation coming down, and US elections on the horizon, what should investors be focused on now? Mike Cahill, senior currency strategist within Goldman Sachs Research, joins Jen Roth in Global Banking & Markets to discuss how markets are reacting to new CPI data, and how US elections are impacting currencies. ... Read more

12 Jul 2024

08 MINS

08:18

12 Jul 2024

#58

Markets at midyear: AI & elections in focus

What is top of mind for investors as we enter the second half of 2024? Bobby Molavi, head of EMEA execution services in Global Banking & Markets, discusses big tech, global elections, and the health of the consumer. ... Read more

28 Jun 2024

09 MINS

09:16

28 Jun 2024

#57

What could drive the S&P 500 even higher?

As the S&P 500 continues to notch record highs, questions have arisen around concentration, sentiment, and valuations. So what's really driving US equities – and can the rally continue? John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, discusses with Goldman Sachs Research’s Chris Hussey. ... Read more

21 Jun 2024

09 MINS

09:25

21 Jun 2024

#56

Are markets overreacting to inflation data?

Cooling inflation data would seem to give the Federal Reserve room to cut rates, but the Fed this week reduced its forecast for the number of rate cuts. How should investors make sense of the macro environment now? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Ashish Shah, global co-head and CIO of Public Investing with Goldman Sachs Asset Management. ... Read more

14 Jun 2024

09 MINS

09:04

14 Jun 2024

#55

Is India still attractive for investors?

Indian markets have endured a wild week, as investors struggle to make sense of an election that has weakened Prime Minister Narendra Modi’s majority. What’s behind the volatility, and are dents forming in India’s long-term growth picture? Hiren Dasani, co-head of Emerging Markets Equity and lead portfolio manager of India Equity Strategies for Goldman Sachs Asset Management, joins Chris Hussey of Goldman Sachs Research to discuss. ... Read more

07 Jun 2024

10 MINS

10:00

07 Jun 2024

#54

Consumer stocks: Finding the winners

Recent earnings and economic data are putting the US consumer in focus. So what have we learned about the state of the consumer, and which subsectors are coming out ahead? Scott Feiler, a consumer sector specialist in Global Banking & Markets, joins Goldman Sachs Research’s Chris Hussey to discuss how investors are weighing the US consumer. ... Read more

31 May 2024

07 MINS

07:59

31 May 2024

#53

Why copper is hitting record highs

Copper— the metal that's critical for everything from wind turbines to electric grids—surged over the past week. Where do copper prices go from here? Adam Gillard on the commodities institutional sales team in Global Banking & Markets, explains why copper spiked and what this tells us about the global economy. ... Read more

24 May 2024

08 MINS

08:07

24 May 2024

#52

A market friendly data print— for now

While this week’s CPI print shows that inflation eased in April, consumer prices are still on the rise. What does this mean for the Fed’s next move? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, provides his view on policy and markets. ... Read more

17 May 2024

08 MINS

08:57

17 May 2024

#51

Why big tech's earnings reveal a "bifurcated market"

While large cap tech stocks have powered the market higher, companies' earnings reports tell a more mixed story. Goldman Sachs' Peter Callahan, US TMT sector specialist in Global Banking & Markets, breaks down big tech’s earnings and what he expects for the sector. ... Read more

10 May 2024

05 MINS

05:55

10 May 2024

#50

Currencies, rates, and a volatile yen

The Japanese yen has been depreciating against the US dollar, hitting its lowest point in over three decades last week. What does this mean for markets and global investors? Global Banking & Markets’ Lindsay Matcham discusses the recent Fed and BoJ moves. ... Read more

03 May 2024

07 MINS

07:28

03 May 2024

#49

Why investors should “expect the chop to continue”

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 Cross Asset Sales desk in Global Banking & Markets, discusses why investors should expect equity volatility to continue. ... Read more

26 Apr 2024

09 MINS

09:38

26 Apr 2024

#48

Does the market need rate cuts?

"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 & Markets. Schiffrin discusses how investor sentiment has stayed optimistic even in the face of geopolitical tensions and central bank policy changes. ... Read more

19 Apr 2024

09 MINS

09:26

19 Apr 2024

#47

Turning tail risks into tailwinds

With a soft landing in sight, what are investors considering when rebalancing their portfolios? Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management, discusses AI, Europe, Japan, and more. ... Read more

12 Apr 2024

09 MINS

09:23

12 Apr 2024

#46

How investors are managing rising volatility

Amid market highs, how are factors like rates and market volatility pushing top investors to shift their portfolio strategy? Kerry Blum, global head of the Equity Structuring Group in Goldman Sachs Asset & Wealth Management, discusses managing risk in today’s markets. ... Read more

05 Apr 2024

08 MINS

08:04

05 Apr 2024

#45

Why Today's IPO Market May Surprise You

Initial public offerings are off to a surprisingly strong start this year. Lizzie Reed, global head of the equity syndicate desk in Global Banking & Markets, discusses the trajectory of the IPO market for 2024 and investor sentiment in today's markets. ... Read more

28 Mar 2024

07 MINS

07:42

28 Mar 2024

#44

How markets are responding to central bank moves

How are investors responding to central bank decisions across the globe? Vickie Chang, macro strategist in Goldman Sachs Research, discusses how the market has priced in this week’s Bank of Japan and US Federal Reserve outcomes. ... Read more

22 Mar 2024

07 MINS

07:32

22 Mar 2024

#43

What tech investors are looking for now

The tech trade isn’t just about AI. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, takes a closer look at what’s driving tech stocks. ... Read more

15 Mar 2024

05 MINS

05:09

15 Mar 2024

#42

Breaking down the record highs

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? Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management, discusses this week's market action and how investors are reacting. ... Read more

08 Mar 2024

09 MINS

09:43

08 Mar 2024

#41

Growth shocks, not just inflation, to be a primary driver of markets

As inflation fears recede, growth shocks could become a greater driver of market volatility. Kamakshya Trivedi, head of global foreign exchange, interest rates, and emerging market strategy research at Goldman Sachs Research, explains what this "transition phase" means for investors' portfolios. ... Read more

01 Mar 2024

10 MINS

10:10

01 Mar 2024

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#67

“The Fed’s got your back”: What the rate cut means for investors

#66

Can the US rally get back on track?

#65

What the jobs report means for markets

#64

The case for a tech comeback

#63

“A solid buying opportunity”: Making sense of the market shakeout

#62

What Fed cuts will mean for markets

#61

Is the big tech trade over?

#60

Divergence watch: ECB decision and central banks’ policy paths

#59

Inflation cools, election heats up

#58

Markets at midyear: AI & elections in focus

#57

What could drive the S&P 500 even higher?

#56

Are markets overreacting to inflation data?

#55

Is India still attractive for investors?

#54

Consumer stocks: Finding the winners

#53

Why copper is hitting record highs

#52

A market friendly data print— for now

#51

Why big tech's earnings reveal a "bifurcated market"

#50

Currencies, rates, and a volatile yen

#49

Why investors should “expect the chop to continue”

#48

Does the market need rate cuts?

#47

Turning tail risks into tailwinds

#46

How investors are managing rising volatility

#45

Why Today's IPO Market May Surprise You

#44

How markets are responding to central bank moves

#43

What tech investors are looking for now

#42

Breaking down the record highs

#41

Growth shocks, not just inflation, to be a primary driver of markets