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Goldman Sachs The Markets

Af
- Goldman Sachs

0 Anmeldelser: 0
Afsnit: 79
Gns. varighed: 9M
Sprog: Engelsk
Format
Kategori: Økonomi & Business

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

Episodes

“US exceptionalism all over again”Did this week’s inflation data give the Fed the go-ahead to cut rates – and where’s the opportunity for investors now? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research.
78
|
8M
Why US stocks could keep rising in 2025US stocks sunk after the Fed reduced its rate-cutting forecast for 2025. But is this an overreaction – and where are the opportunities for investors now? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
79
|
9M
A ‘bulletproof’ stock market?Breaking down recent bank earnings, China’s GDP, European markets and the tech sector, Tony Pasquariello, global head of hedge fund coverage for Global Banking & Markets, joins the inaugural episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
1
|
9M
Volatility, Earnings, and European EquitiesDiscussing US equity volatility hitting a low, the takeaways from US and European earnings, and what to expect in next week’s Fed and ECB meetings, Sharon Bell, Goldman Sachs Research’s senior strategist on the European Portfolio Strategy team, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
2
|
10M
Fed rate hikes, banking stress & debt limit concernsExplaining the takeaways from this week’s Fed decision, recent banking sector stress and debt limit concerns, Ashish Shah, chief investment officer of Public Investing in Asset & Wealth Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
3
|
8M
Pricing in the probability of a recessionAnalyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
4
|
8M
Why European stocks are beating US equitiesBreaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
5
|
9M
Are markets pricing in the potential of a default?Debt ceiling discussions are the primary focus of markets this week but equity and bond markets are reacting in very different ways, explains Candice Tse, a managing director in Goldman Sachs Asset Management, on The Markets podcast.
6
|
7M
What’s next for U.S. TreasuriesDiscussing what’s next for U.S. treasury issuance as debt ceiling concerns fade, the Fed’s next move, and underlying trends in U.S. equity performance this year, Beth Hammack, co-head of the Global Financing Group in Goldman Sachs’ Global Banking & Markets, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
7
|
10M
Why the AI-driven tech rally has legsInvestor enthusiasm for artificial intelligence has driven equity markets higher, but does the current rally have legs? In this week’s Markets podcast from Goldman Sachs Exchanges, Sung Cho, co-head of Tech Investing for Fundamental Equity in Goldman Sachs Asset Management, explains the factors and outlook for the sector.
8
|
9M

Goldman Sachs The Markets

Af
- Goldman Sachs

0 Anmeldelser: 0
Afsnit: 79
Gns. varighed: 9M
Sprog: Engelsk
Format
Kategori: Økonomi & Business

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

Episodes

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