50 épisodes

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

Goldman Sachs The Markets Goldman Sachs

    • Affaires
    • 5,0 • 2 notes

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

    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
    Why investors should “expect the chop to continue”

    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. 

    • 9 min
    Does the market need rate cuts?

    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. 

    • 9 min
    Turning tail risks into tailwinds

    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.  

    • 9 min
    How investors are managing rising volatility

    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.

    • 8 min
    Why Today's IPO Market May Surprise You

    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.

    • 7 min

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