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)
Markets at midyear: AI & elections in focus
The Markets
What could drive the S&P 500 even higher?
The Markets
Are markets overreacting to inflation data?
The Markets
Is India still attractive for investors?
The Markets
Consumer stocks: Finding the winners
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Why copper is hitting record highs
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A market friendly data print— for now
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Why big tech's earnings reveal a "bifurcated market"
The Markets
Currencies, rates, and a volatile yen
The Markets
Why investors should “expect the chop to continue”
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Does the market need rate cuts?
The Markets
Turning tail risks into tailwinds
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How investors are managing rising volatility
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Why Today's IPO Market May Surprise You
The Markets
How markets are responding to central bank moves
The Markets
What tech investors are looking for now
The Markets
Breaking down the record highs
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Growth shocks, not just inflation, to be a primary driver of markets
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Can tech continue to power equities to new highs?
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Hedge Fund Outlook for 2024
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Regional banks back in focus on real estate concerns
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How geopolitical instability is affecting markets
The Markets
Can tech continue to dominate the markets?
The Markets
Market takeaways from 2024’s World Economic Forum
The Markets
What the latest inflation data means for markets, the Fed, and investors’ portfo...
The Markets
What's ahead for tech stock valuations?
The Markets
As the Fed stays put, markets bet on timing of rate cuts
The Markets
Why markets will be living in a strong US dollar world
The Markets
How are investors approaching today’s market strength?
The Markets
What are retail earnings and CPI telling us about the US consumer?
The Markets
Are emerging markets due for a comeback?
The Markets
What the BoJ’s latest move means for global yields
The Markets
What big tech's earnings can tell us about AI, rates and future volatility
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What the volatile bond market means for investors
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The market’s rate expectations
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A more ‘disciplined’ IPO market
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The fixed-income selloff: A new supply-demand dynamic?
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The impact of rising oil prices
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What we’re hearing from some of the world’s largest investors now
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Normalizing inflation: are ‘hard yards’ ahead?
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Are higher rates the new normal?
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What this week's CPI tells us about US economic health
The Markets
Why markets are in a period of 'normalization, not nirvana'
The Markets
What the Fed’s hike means for the S&P 500
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Why the Nasdaq 100’s rebalancing matters for investors
The Markets
Are investors betting the worst is over for U.S. inflation?
The Markets
How institutional investors are navigating market crosscurrents
The Markets
Are there green shoots in the IPO market?
The Markets
Can the global economy withstand higher interest rates?
The Markets
What the Fed’s hawkish pause means for markets
The Markets