Goldman Sachs The Markets

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Goldman Sachs The Markets

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

  1. -5 J

    What’s the next tech trade?

    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.

    8 min

  2. 15 NOV.

    Why a “Santa Rally” may be ahead

    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.

    8 min

  3. 8 NOV.

    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.

    10 min

  4. 1 NOV.

    “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.

    10 min

  5. 25 OCT.

    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.

    11 min

  6. 18 OCT.

    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.

    9 min

  7. 11 OCT.

    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.

    9 min

  8. 4 OCT.

    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.

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

Informations

  • Création
    Goldman Sachs
  • Années d’activité
    2023 - 2024
  • Épisodes
    76
  • Copyright
    © Copyright 2023 Goldman Sachs, all rights reserved.

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