Exchanges

Discussing 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. Learn more about your ad choices. Visit megaphone....

In this episode, Stephen Kaplan, associate professor at George Washington University, Alec Phillips, Goldman Sachs Research’s chief political economist, and David Beers, former head of sovereign credit ratings at S&P, who oversaw the rating agency’s U.S. credit rating downgrade in 2011, dig into the history and mechanics of the U.S. debt limit and explore whether the repeated brinkmanship around r...

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.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Oil and commodity prices have fallen this year amid unprecedented declines in inventories. But this “great de-stocking” could also pave the way for strong gains if the economy avoids a recession given solid fundamentals and overall demand, explains Jeff Currie, global head of commodities in Goldman Sachs Research.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Breaking 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Goldman Sachs Research’s Christian Mueller-Glissmann, who heads asset allocation research within portfolio strategy, explains how recent market stresses are affecting portfolio diversification strategies.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Analyzing 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In an environment where merger and acquisition activity is still relatively subdued, companies are turning to spinoffs, sales and divestitures. But what factors are driving this trend? In this episode, Goldman Sachs' David Dubner, global head of M&A structuring within Global Banking & Markets, and Sharath Sharma, global vice chair at EY, discuss “Strategies for successful corporate separations,” a...

Geopolitical tensions between the U.S. and China have been running high for some time, but are escalating as President Biden prepares to unveil further curbs on U.S. investment to China ahead of this month’s G7 Summit. In this episode, which breaks down Goldman Sachs Research’s recent Top of Mind report, “U.S.-China: more decoupling ahead,” Harvard’s Graham Allison, who has extensively studied the...

Explaining 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

After a sharply disappointing performance in 2022, tech stocks are roaring back. But is the latest revival just a short-term blip? Or is there a new growth phase ahead for the tech sector? In this episode, Ben Snider, a senior strategist in Goldman Sachs Research, and Peter Callahan, who covers the tech sector for Global Banking & Markets, break down big tech earnings, new developments like genera...

The debate over the U.S. debt ceiling is quickly heating up. If the debt limit is not lifted before the deadline, what does this mean for markets and the economy? In this episode, Goldman Sachs Research’s Alec Phillips, chief U.S. political economist, explains how a failure to raise the limit on US government debt could ripple through the global financial markets.  Learn more about your ad choices...

Discussing 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

The path to net zero has never been more complicated as businesses and governments look to balance short-term energy demands with long-term sustainability goals. In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Michele Della Vigna, head of Natural Resources Research in EMEA, and Kara Mangone, global head of Climate Strategy, discuss the decades-long effort that will re...

The initial public offering of luxury car manufacturer Porsche last fall was a bright spot in an otherwise difficult equity market. So how has the automaker navigated the macro challenges and what are the implications for the sector more broadly? In the latest episode of Exchanges at Goldman Sachs, Oliver Blume, the CEO of Porsche and its parent company VW, and Goldman Sachs’ Christoph Stanger, wh...

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.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The recent stress in the banking sector appears to have abated but there are knock-on effects that are pressuring a key corner of the economy: commercial real estate. So could commercial real estate be the next possible crisis? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Lotfi Karoui, chief credit strategist and head of the Credit Research Group, and Jeffrey Fine,...

As one of the largest investors in the world, insurers represent about $30 trillion in assets — which means their investment decisions can have an outsized impact on markets and investment flows. So in a volatile market and uncertain economic environment, what’s on the minds of this influential investor base? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Mike Siegel, global h...

The recent banking turmoil in the U.S. and Europe triggered by the failure of Silicon Valley Bank — the largest bank failure since the 2008 financial crisis — seems to have abated, but questions remain about whether banking stress could resurge and what policymakers can do to prevent that. In the latest episode of Exchanges at Goldman Sachs, which is based on Goldman Sachs Research’s Top of Mind r...

From artificial intelligence and machine learning, to virtual reality and wearable technology, disruptive tech has been at the forefront of markets and investors’ minds. So how are investors and tech founders alike approaching trends in technological innovation during a time of stress in the markets and banking sector? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Clif Marrio...

Even the world's largest companies aren't immune to activist investors. With the management teams of large-cap companies attracting the attention of activism campaigns, what are the implications for corporate strategy and shareholders? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Avinash Mehrotra, co-head of America's M&A, who runs activism, shareholder advisory and takeover...

In this episode of Exchanges at Goldman Sachs: Great Investors, Stephen Pagliuca, senior advisor at Bain Capital, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about his career in private equity at Bain Capital, his views on the economy and investment landscape, and his experience managing the Boston Celtics and Atalanta soccer club.   Learn more about your ad choices. Vis...

In an era of geopolitical instability and economic uncertainty, what are the implications for companies and investors? In the latest episode of Exchanges at Goldman Sachs, George Lee and Jared Cohen, the co-heads of Goldman Sachs’ newly created Office of Applied Innovation, discuss shifts in the geopolitical landscape, how rapidly evolving technology is impacting our world, and how the new office...

Since the failure of Silicon Valley Bank, investors are closely watching how stress in the financial sector is spreading through markets and the economy. With First Republic Bank and Credit Suisse making headlines, policymakers are examining what they can do to steady markets and restore confidence. So, has the fallout been contained? And what does this all mean for investors’ portfolios? In the l...

The collapse of Silicon Valley Bank and Signature Bank has sparked broader concerns about the health of the banking industry. So what is the significance of these events? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Richard Ramsden, who leads the coverage of the banking sector, and Lotfi Karoui, chief credit strategist, discuss how we got here, the significance of...