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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.

#74

Is the Trump trade just getting started?

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. ... Read more

08 Nov 2024

10 MINS

10:05

08 Nov 2024

#73

“A great time to buy bonds”

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. ... Read more

01 Nov 2024

10 MINS

10:22

01 Nov 2024

#72

Will earnings boost US stocks?

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. ... Read more

25 Oct 2024

10 MINS

10:53

25 Oct 2024

#71

The new equity opportunities

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. ... Read more

18 Oct 2024

09 MINS

09:25

18 Oct 2024

#70

The biggest opportunities in US credit markets

This could be a good time to buy lower-rated debt, says Lotfi Karoui, chief credit strategist in Goldman Sachs Research. He discusses the Fed path, the economic backdrop, and credit supply dynamics with Chris Hussey. ... Read more

11 Oct 2024

08 MINS

08:33

11 Oct 2024

#69

Does the China rally have legs?

Chinese equities have shot sharply higher following the announcement of a broad stimulus package. Are more gains ahead? Lu Sun, a senior Asia macro strategist in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. ... Read more

04 Oct 2024

09 MINS

09:59

04 Oct 2024

#68

Is the US consumer still strong?

This week’s weak consumer confidence number is leading to fresh questions about the resilience of the American consumer. Can the consumer keep powering the US economy, and are there opportunities in the consumer discretionary sector? Scott Feiler, Consumer Sector Specialist within Goldman Sachs Global Banking & Markets, discusses with Equities Sales Trader Mike Washington. ... Read more

27 Sep 2024

08 MINS

08:41

27 Sep 2024

#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

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#74

Is the Trump trade just getting started?

#73

“A great time to buy bonds”

#72

Will earnings boost US stocks?

#71

The new equity opportunities

#70

The biggest opportunities in US credit markets

#69

Does the China rally have legs?

#68

Is the US consumer still strong?

#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?