Goldman Sachs The Markets

Goldman Sachs
Goldman Sachs The Markets

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

  1. 2 DGN GELEDEN

    Why US stocks could keep rising in 2025

    US stocks sunk after the Fed reduced its rate-cutting forecast for 2025. But is this an overreaction – and where are the opportunities for investors now? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.

    10 min

  2. 13 DEC.

    “US exceptionalism all over again”

    Did this week’s inflation data give the Fed the go-ahead to cut rates – and where’s the opportunity for investors now? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research.

    9 min

  3. 6 DEC.

    What Black Friday numbers say about the US consumer

    US retail stocks have been rallying recently. Will the holiday shopping season give investors a new reason to buy? Scott Feiler, consumer sector specialist with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.

    8 min

  4. 22 NOV.

    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

  5. 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

  6. 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

  7. 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

  8. 25 OKT.

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

Informatie

  • Maker
    Goldman Sachs
  • Jaren actief
    2023 - 2024
  • Afleveringen
    79
  • Copyright
    © Copyright 2023 Goldman Sachs, all rights reserved.

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