Goldman Sachs Exchanges: The Markets
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80 Episodes
Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast.
Chat with Goldman Sachs Exchanges: The Markets & Goldman Sachs and ask anything, read podcast summaries and show notes, and get transcripts.
Episodes (80)
What the huge jobs number means for investors
Goldman Sachs Exchanges: The Markets
Bond and equity markets are sliding after a strong US jobs report. Where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist on the Fixed Income team in Goldman Sachs Asset Management, discusses with Chris Hussey.
January 10, 2025
Why US stocks could keep rising in 2025
Goldman Sachs Exchanges: The Markets
Goldman Sachs Co-Head Ashok Varadhan discusses market reaction and investment opportunities following the Fed's reduced rate-cutting forecast for 2025 with Chris Hussey.
December 20, 2024
“US exceptionalism all over again”
Goldman Sachs Exchanges: The Markets
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.
December 13, 2024
What Black Friday numbers say about the US consumer
Goldman Sachs Exchanges: The Markets
US retail stocks are rallying and investors await the holiday shopping season for potential new buying opportunities, according to Scott Feiler, consumer sector specialist with Goldman Sachs.
December 06, 2024
What’s the next tech trade?
Goldman Sachs Exchanges: The Markets
Sung Cho, co-head of US equity team at Goldman Sachs Asset Management, discusses potential opportunities in tech investing beyond the 'Magnificent 7'.
November 22, 2024
Why a “Santa Rally” may be ahead
Goldman Sachs Exchanges: The Markets
John Flood of Goldman Sachs Global Banking & Markets discusses whether US stocks will continue to gain through year-end with Chris Hussey.
November 15, 2024
Is the Trump trade just getting started?
Goldman Sachs Exchanges: The Markets
Goldman Sachs trader Shawn Tuteja discusses potential gains in US equities post-election and potential opportunities with Chris Hussey.
November 08, 2024
“A great time to buy bonds”
Goldman Sachs Exchanges: The Markets
Lindsay Rosner, head of multi-sector investing in Goldman Sachs Asset Management, discusses with Chris Hussey about the factors affecting bond market in light of Fed's rate increase and potential opportunities for investors.
November 01, 2024
Will earnings boost US stocks?
Goldman Sachs Exchanges: The Markets
Mike Washington of Goldman Sachs Global Banking & Markets discusses reactions to earnings reports and impact of rising rates on equities, also shares potential investment opportunities.
October 25, 2024
The new equity opportunities
Goldman Sachs Exchanges: The Markets
Peter Oppenheimer of Goldman Sachs Research advises equity investors to diversify their portfolios beyond US tech giants, detailing potential opportunities in this discussion with Chris Hussey.
October 18, 2024
The biggest opportunities in US credit markets
Goldman Sachs Exchanges: The Markets
Lotfi Karoui, Goldman Sachs Research chief credit strategist, suggests that now could be a good time to purchase lower-rated debt, as he discusses Fed path, economic backdrop, and credit supply dynamics with Chris Hussey.
October 11, 2024
Does the China rally have legs?
Goldman Sachs Exchanges: The Markets
Lu Sun, Goldman Sachs senior Asia macro strategist, discusses potential gains in Chinese equities following a broad stimulus package announcement.
October 04, 2024
Is the US consumer still strong?
Goldman Sachs Exchanges: The Markets
Scott Feiler, Consumer Sector Specialist within Goldman Sachs, discusses with Equities Sales Trader Mike Washington about the resilience of the American consumer in powering the US economy and opportunities in the consumer discretionary sector.
September 27, 2024
“The Fed’s got your back”: What the rate cut means for investors
Goldman Sachs Exchanges: The Markets
Anshul Sehgal discusses potential future central bank policy and market trends after a 50 basis-point cut by the Fed with Chris Hussey.
September 20, 2024
Can the US rally get back on track?
Goldman Sachs Exchanges: The Markets
Tony Pasquariello, Global Head of Hedge Fund Coverage in Goldman Sachs Global Banking & Markets, discusses important factors for equity markets and potential trade strategies with Chris Hussey from Goldman Sachs Research.
September 13, 2024
What the jobs report means for markets
Goldman Sachs Exchanges: The Markets
Unemployment rate falls, but hiring slows; analysis provided by Simon Dangoor of Goldman Sachs Asset Management and Chris Hussey of Goldman Sachs Research.
September 06, 2024
The case for a tech comeback
Goldman Sachs Exchanges: The Markets
Goldman Sachs tech specialist Peter Callahan and equities sales trader Mike Washington discuss factors influencing megacap tech stocks' leadership in market and potential for comeback.
August 16, 2024
“A solid buying opportunity”: Making sense of the market shakeout
Goldman Sachs Exchanges: The Markets
John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, discusses the sharp decline in US equities at the start of the week and predicts future developments.
August 09, 2024
What Fed cuts will mean for markets
Goldman Sachs Exchanges: The Markets
The Federal Reserve is moving closer to interest rate cuts; Josh Schiffrin from Goldman Sachs discusses the Fed's current focus and potential market impacts with Chris Hussey.
August 02, 2024
Is the big tech trade over?
Goldman Sachs Exchanges: The Markets
Ben Snider, senior strategist at Goldman Sachs, discusses potential future trends and opportunities for stocks amid the recent decline led by US tech giants.
July 26, 2024
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