55 episodes

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

Goldman Sachs The Markets Goldman Sachs

    • Business

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

    Is India still attractive for investors?

    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.  

    • 10 min
    Consumer stocks: Finding the winners

    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.  

    • 7 min
    Why copper is hitting record highs

    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. 

    • 8 min
    A market friendly data print— for now

    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.

    • 8 min
    Why big tech's earnings reveal a "bifurcated market"

    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. 

    • 5 min
    Currencies, rates, and a volatile yen

    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. 
     

    • 7 min

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