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The Markets

Goldman Sachs

166 episodes

What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.

Episodes page 3 of 4

  1. Can the US rally get back on track?

    · 8:22

    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…

  2. What the jobs report means for markets

    · 9:30

    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…

  3. The case for a tech comeback

    · 7:21

    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…

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

    · 7:19

    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…

  5. What Fed cuts will mean for markets

    · 7:17

    The Fed said Wednesday that it’s getting closer to cutting rates. So what is the Fed focused on now, and how much could cuts impact markets? Josh Schiffrin, Global Head of Trading Strategy in Goldman Sachs Global…

  6. Is the big tech trade over?

    · 9:07

    The US tech giants that have powered the equity market are leading the recent decline. So what’s ahead for stocks, and where are the opportunities now? Ben Snider, senior strategist on the US portfolio strategy macro…

  7. Divergence watch: ECB decision and central banks’ policy paths

    · 8:02

    In the wake of the ECB decision, what should we expect to see from central banks around the world – and what does that mean for currency and fixed income markets? Gurpreet Garewal, macro strategist on the Fixed Income…

  8. Inflation cools, election heats up

    · 8:18

    With inflation coming down, and US elections on the horizon, what should investors be focused on now? Mike Cahill, senior currency strategist within Goldman Sachs Research, joins Jen Roth in Global Banking & Markets to…

  9. Markets at midyear: AI & elections in focus

    · 9:16

    What is top of mind for investors as we enter the second half of 2024? Bobby Molavi, head of EMEA execution services in Global Banking & Markets, discusses big tech, global elections, and the health of the consumer.…

  10. What could drive the S&P 500 even higher?

    · 9:25

    As the S&P 500 continues to notch record highs, questions have arisen around concentration, sentiment, and valuations. So what's really driving US equities – and can the rally continue? John Flood, head of Americas…

  11. Are markets overreacting to inflation data?

    · 9:04

    Cooling inflation data would seem to give the Federal Reserve room to cut rates, but the Fed this week reduced its forecast for the number of rate cuts. How should investors make sense of the macro environment now?…

  12. Is India still attractive for investors?

    · 10 min

    Indian markets have endured a wild week, as investors struggle to make sense of an election that has weakened Prime Minister Narendra Modi’s majority. What’s behind the volatility, and are dents forming in India’s…

  13. Consumer stocks: Finding the winners

    · 7:59

    Recent earnings and economic data are putting the US consumer in focus. So what have we learned about the state of the consumer, and which subsectors are coming out ahead? Scott Feiler, a consumer sector specialist in…

  14. Why copper is hitting record highs

    · 8:07

    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…

  15. A market friendly data print— for now

    · 8:57

    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…

  16. Why big tech's earnings reveal a "bifurcated market"

    · 5:55

    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…

  17. Currencies, rates, and a volatile yen

    · 7:28

    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…

  18. Why investors should “expect the chop to continue”

    · 9:38

    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…

  19. Does the market need rate cuts?

    · 9:26

    "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…

  20. Turning tail risks into tailwinds

    · 9:23

    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,…

  21. How investors are managing rising volatility

    · 8:04

    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…

  22. Why Today's IPO Market May Surprise You

    · 7:42

    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…

  23. How markets are responding to central bank moves

    · 7:32

    How are investors responding to central bank decisions across the globe? Vickie Chang, macro strategist in Goldman Sachs Research, discusses how the market has priced in this week’s Bank of Japan and US Federal Reserve…

  24. What tech investors are looking for now

    · 5:09

    The tech trade isn’t just about AI. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, takes a closer look at what’s driving tech stocks. Learn more about…

  25. Breaking down the record highs

    · 9:43

    What are record highs in stock indices like the S&P 500, Nasdaq, and the Nikkei— and even gold— telling us about the state of the economy? Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions…

  26. Growth shocks, not just inflation, to be a primary driver of markets

    · 10 min

    As inflation fears recede, growth shocks could become a greater driver of market volatility. Kamakshya Trivedi, head of global foreign exchange, interest rates, and emerging market strategy research at Goldman Sachs…

  27. Can tech continue to power equities to new highs?

    · 8:53

    Tech stocks are once again in focus, boosted by optimism over artificial intelligence. In the latest episode of The Markets, Goldman Sachs Research’s David Kostin, chief US equity strategist, looks at whether this…

  28. Hedge Fund Outlook for 2024

    · 9:36

    What do hedge funds tell us about 2023 and the year ahead? Freddie Parker, co-head of Prime Insights and Analytics in Global Banking & Markets, discusses hedge fund performance last year and how a higher rate…

  29. Regional banks back in focus on real estate concerns

    · 8:55

    Regional banks are back in the news, driven in part by their exposure to commercial and residential real estate. Ryan Nash, managing director in the Financials Group within Goldman Sachs Research, discusses what this…

  30. How geopolitical instability is affecting markets

    · 9:57

    As tensions in the Middle East continue to rise, what does this mean for markets and the global economy? Jared Cohen, president of Global Affairs and co-head of the Office of Applied Innovation at Goldman Sachs, and…

  31. Can tech continue to dominate the markets?

    · 9:40

    Tech stocks in the “Magnificent Seven” are continuing to drive S&P valuations higher. But are investors starting to consider small and mid-cap tech stocks as well in 2024? Sung Cho, co-head of Tech Investing for…

  32. Market takeaways from 2024’s World Economic Forum

    · 7:56

    What economic issues were top of mind for world leaders as they gathered at the World Economic Forum in Davos, Switzerland this week? Luke Barrs, global head of client portfolio management in Fundamental Equity within…

  33. What the latest inflation data means for markets, the Fed, and investors’ portfolios

    · 7:49

    A pickup in US inflation may push out the timing of the Federal Reserve’s rate cuts, according to Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management.…

  34. What's ahead for tech stock valuations?

    · 6:39

    The megacap tech sector surged in value in 2023. So what are the market opportunities in 2024? Eric Sheridan, Internet sector specialist in Goldman Sachs Research, discusses the drivers behind recent stock market…

  35. As the Fed stays put, markets bet on timing of rate cuts

    · 9:57

    Has the Fed officially achieved a soft landing? Josh Schiffrin, global head of trading strategy in Goldman Sachs Global Banking & Markets, discusses the takeaways from the latest Fed meeting and what’s next for markets…

  36. Why markets will be living in a strong US dollar world

    · 10 min

    Against a backdrop of falling rates and resilient global growth, the US dollar typically declines. Goldman Sachs Research’s Kamakshya Trivedi explains why he expects that decline to happen only “slowly and bumpily.”…

  37. How are investors approaching today’s market strength?

    · 10 min

    The S&P is trading near the high of the year, cash is earning historic highs, and bonds are more attractive than ever. Ashish Shah, chief investment officer of public investing in Goldman Sachs Asset Management, breaks…

  38. What are retail earnings and CPI telling us about the US consumer?

    · 6:12

    As the holiday season approaches and CPI numbers show cooling inflation, what does that mean for US consumer spending? Goldman Sachs' Scott Feiler, a consumer sector specialist in Global Banking & Markets, discusses…

  39. Are emerging markets due for a comeback?

    · 6:10

    While rates are in focus in US markets, how are investors approaching emerging markets? Caesar Maasry, who leads the Emerging Markets Cross Asset Strategy team in Goldman Sachs Research, discusses the long period of…

  40. What the BoJ’s latest move means for global yields

    · 9:29

    This week saw major decisions from some of the world's largest central banks, a continued focus on the relationship between the labor market and inflation, and the latest round of corporate earnings. Gurpreet Gill, a…

  41. What big tech's earnings can tell us about AI, rates and future volatility

    · 8:04

    The largest companies in both tech and overall market cap are reporting earnings this week and next. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets,…

  42. What the volatile bond market means for investors

    · 7:16

    Amid increasing geopolitical uncertainty and a volatile bond market, the US economy continues to surprise to the upside. Ben Snider, senior strategist on the US portfolio strategy macro team in Goldman Sachs Research,…

  43. The market’s rate expectations

    · 8:08

    This week saw a reversal in the US bond market, which has been marked by declining prices and rising yields. Josh Schiffrin, co head of Global and US Interest Rate Products in Global Banking and Markets at Goldman…

  44. A more ‘disciplined’ IPO market

    · 9:39

    How are large investors thinking about equity capital markets and the trajectory for the overall economy? Lizzie Reed, global head of the equity syndicate desk in Goldman Sachs Global Banking & Markets, dives into the…

  45. The fixed-income selloff: A new supply-demand dynamic?

    · 7:37

    10-year treasury yields hit a high not seen in fifteen years. Paula Hendrickson on Goldman Sachs Global Banking & Markets’ Interest Rate Product Sales team joins to discuss what this means for markets. Learn more…

  46. The impact of rising oil prices

    · 5:13

    OPEC production cuts and record demand have driven the price of oil sharply higher. Daan Struyven, head of oil research in Goldman Sachs Research, breaks down the drivers and implications for the broader economy.…

  47. What we’re hearing from some of the world’s largest investors now

    · 10 min

    Why are investors increasingly expecting a soft landing as inflation worries persist? Oscar Ostlund, global head of content strategy, market analytics & data science for Marquee in Goldman Sachs Global Banking &…

  48. Normalizing inflation: are ‘hard yards’ ahead?

    · 9:51

    What will it take for US inflation to normalize? Ashok Varadhan, co-head of Global Banking & Markets at Goldman Sachs, discusses US interest rates, the growth in private credit, and why the final push to a target rate…

  49. Are higher rates the new normal?

    · 7:32

    Markets are currently “priced for perfection,” according to some market observers. What factors into that analysis, and what might be missing? Greg Tuorto, a portfolio manager on the fundamental equity team in Goldman…

  50. What this week's CPI tells us about US economic health

    · 8:40

    Recent economic indicators — from the Consumer Price Index and jobs numbers to the surge in long-term Treasury yields — suggest that the U.S. economy will likely avoid a recession. Ashish Shah, chief investment officer…

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