The Markets
What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.
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Episodes (158)
Still Bullish on Big Tech
The Markets
“Stocks Are Still Very Undervalued”
The Markets
Will the dollar keep dropping?
The Markets
Global income plays
The Markets
The three top equity market themes
The Markets
Climbing the “wall of worry”
The Markets
European opportunities
The Markets
Staying long US assets
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“This is what people were hoping for”
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Why emerging markets could keep rallying
The Markets
Fade the S&P 500 rally?
The Markets
Why tech stocks could keep rallying
The Markets
“Long stocks, short bonds”
The Markets
Time to buy bonds?
The Markets
“The most attractive hedge”
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Opportunities amidst historic volatility
The Markets
Tariffs could spark “a new rotation” in US equities
The Markets
Can US equities rally again?
The Markets
Bonds or stocks: The 2025 income play
The Markets
“The US is still the place to be”
The Markets
Buy the dip in US equities?
The Markets
Is the US consumer in trouble?
The Markets
Why gold could rise even higher
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The 1982 playbook
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Finding opportunities in a “trickier” market
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Markets make sense of the Fed
The Markets
The key US equity theme for 2025
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The perfect setup for US stocks?
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What the huge jobs number means for investors
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Why US stocks could keep rising in 2025
The Markets
“US exceptionalism all over again”
The Markets
What Black Friday numbers say about the US consumer
The Markets
What’s the next tech trade?
The Markets
Why a “Santa Rally” may be ahead
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Is the Trump trade just getting started?
The Markets
“A great time to buy bonds”
The Markets
Will earnings boost US stocks?
The Markets
The new equity opportunities
The Markets
The biggest opportunities in US credit markets
The Markets
Does the China rally have legs?
The Markets
Is the US consumer still strong?
The Markets
“The Fed’s got your back”: What the rate cut means for investors
The Markets
Can the US rally get back on track?
The Markets
What the jobs report means for markets
The Markets
The case for a tech comeback
The Markets
“A solid buying opportunity”: Making sense of the market shakeout
The Markets
What Fed cuts will mean for markets
The Markets
Is the big tech trade over?
The Markets
Divergence watch: ECB decision and central banks’ policy paths
The Markets
Inflation cools, election heats up
The Markets