Goldman Sachs The Markets

Goldman Sachs
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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. 4天前

    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 分钟

  2. 10月4日

    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 分钟

  3. 9月27日

    Is the US consumer still strong?

    This week’s weak consumer confidence number is leading to fresh questions about the resilience of the American consumer. Can the consumer keep powering the US economy, and are there opportunities in the consumer discretionary sector? Scott Feiler, Consumer Sector Specialist within Goldman Sachs Global Banking & Markets, discusses with Equities Sales Trader Mike Washington.

    9 分钟

  4. 9月20日

    “The Fed’s got your back”: What the rate cut means for investors

    After the Fed’s 50 basis-point cut, what’s next for central bank policy and for markets? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research.

    10 分钟

  5. 9月13日

    Can the US rally get back on track?

    What factors matter most to equity markets now — and what’s the trade from here? Tony Pasquariello, Global Head of Hedge Fund Coverage in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research.

    8 分钟

  6. 9月6日

    What the jobs report means for markets

    Friday’s jobs report came in mixed—the unemployment rate fell, but hiring is slowing. What does that mean for the Fed and for investors? Simon Dangoor, head of Fixed Income Macro strategies in Goldman Sachs Asset Management, discusses with Chris Hussey of Goldman Sachs Research.

    10 分钟

  7. 8月16日

    The case for a tech comeback

    Can megacap tech stocks resume their market leadership? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses what drove the declines and what could power a comeback in this conversation with equities sales trader Mike Washington.

    7 分钟

  8. 8月9日

    “A solid buying opportunity”: Making sense of the market shakeout

    What drove stocks sharply lower to start the week, and what matters to the biggest investors now? John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, explains the action in US equities and predicts what could be ahead in this conversation with Natasha Tiwana.

    7 分钟
查看全部 70 集

主持人与嘉宾

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关于

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

信息

  • 创作者
    Goldman Sachs
  • 活跃年份
    2023年 - 2024年
  • 单集
    70
  • 版权
    © Copyright 2023 Goldman Sachs, all rights reserved.

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