Goldman Sachs The Markets

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

2日前

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 分鐘
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 分鐘
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 分鐘
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 分鐘
8月2日

What Fed cuts will mean for markets

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 Banking & Markets, discusses with Chris Hussey.

7 分鐘
7月26日

Is the big tech trade over?

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 team in Goldman Sachs Research, discusses with Chris Hussey.

9 分鐘
7月19日

Divergence watch: ECB decision and central banks’ policy paths

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 team in Goldman Sachs Asset Management, joins Natasha Tiwana of Goldman Sachs Research to discuss.

8 分鐘
7月12日

Inflation cools, election heats up

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 discuss how markets are reacting to new CPI data, and how US elections are impacting currencies.

8 分鐘

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Anshul Sehgal

主持人

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

創作者

Goldman Sachs
活躍年份

2023年 - 2024年
單集

66

Goldman Sachs The Markets

Can the US rally get back on track?

What the jobs report means for markets

The case for a tech comeback

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

What Fed cuts will mean for markets

Is the big tech trade over?

Divergence watch: ECB decision and central banks’ policy paths

Inflation cools, election heats up

主持人與嘉賓

Anshul Sehgal

關於

資料

你可能也會喜歡

Goldman Sachs The Markets

單集

Can the US rally get back on track?

What the jobs report means for markets

The case for a tech comeback

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

What Fed cuts will mean for markets

Is the big tech trade over?

Divergence watch: ECB decision and central banks’ policy paths

Inflation cools, election heats up

主持人與嘉賓

Anshul Sehgal

關於

資料

你可能也會喜歡