53 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.

    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
    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

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