The Markets

This week’s weak consumer confidence number is leading to fresh questions about the resilience of the American consumer. Can the consumer keep powering the US economy, and are there opportunities in the consumer discretionary sector? Scott Feiler, Consumer Sector Specialist within Goldman Sachs Global Banking & Markets, discusses with Equities Sales Trader Mike Washington.  Learn more about your a...

After the Fed’s 50 basis-point cut, what’s next for central bank policy and for markets? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research.  Learn more about your ad choices. Visit megaphone.fm/adchoices

What factors matter most to equity markets now — and what’s the trade from here? Tony Pasquariello, Global Head of Hedge Fund Coverage in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Friday’s jobs report came in mixed—the unemployment rate fell, but hiring is slowing. What does that mean for the Fed and for investors? Simon Dangoor, head of Fixed Income Macro strategies in Goldman Sachs Asset Management, discusses with Chris Hussey of Goldman Sachs Research.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Can megacap tech stocks resume their market leadership? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses what drove the declines and what could power a comeback in this conversation with equities sales trader Mike Washington. Learn more about your ad choices. Visit megaphone.fm/adchoices

What drove stocks sharply lower to start the week, and what matters to the biggest investors now? John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, explains the action in US equities and predicts what could be ahead in this conversation with Natasha Tiwana. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Fed said Wednesday that it’s getting closer to cutting rates. So what is the Fed focused on now, and how much could cuts impact markets? Josh Schiffrin, Global Head of Trading Strategy in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.   Learn more about your ad choices. Visit megaphone.fm/adchoices

The US tech giants that have powered the equity market are leading the recent decline. So what’s ahead for stocks, and where are the opportunities now? Ben Snider, senior strategist on the US portfolio strategy macro team in Goldman Sachs Research, discusses with Chris Hussey.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In the wake of the ECB decision, what should we expect to see from central banks around the world – and what does that mean for currency and fixed income markets? Gurpreet Garewal, macro strategist on the Fixed Income team in Goldman Sachs Asset Management, joins Natasha Tiwana of Goldman Sachs Research to discuss. Learn more about your ad choices. Visit megaphone.fm/adchoices

With inflation coming down, and US elections on the horizon, what should investors be focused on now? Mike Cahill, senior currency strategist within Goldman Sachs Research, joins Jen Roth in Global Banking & Markets to discuss how markets are reacting to new CPI data, and how US elections are impacting currencies.  Learn more about your ad choices. Visit megaphone.fm/adchoices

What is top of mind for investors as we enter the second half of 2024? Bobby Molavi, head of EMEA execution services in Global Banking & Markets, discusses big tech, global elections, and the health of the consumer.   Learn more about your ad choices. Visit megaphone.fm/adchoices

As the S&P 500 continues to notch record highs, questions have arisen around concentration, sentiment, and valuations. So what's really driving US equities – and can the rally continue? John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, discusses with Goldman Sachs Research’s Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cooling inflation data would seem to give the Federal Reserve room to cut rates, but the Fed this week reduced its forecast for the number of rate cuts. How should investors make sense of the macro environment now? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Ashish Shah, global co-head and CIO of Public Investing with Goldman Sachs Asset Man...

Indian markets have endured a wild week, as investors struggle to make sense of an election that has weakened Prime Minister Narendra Modi’s majority. What’s behind the volatility, and are dents forming in India’s long-term growth picture? Hiren Dasani, co-head of Emerging Markets Equity and lead portfolio manager of India Equity Strategies for Goldman Sachs Asset Management, joins Chris Hussey of...

Recent earnings and economic data are putting the US consumer in focus. So what have we learned about the state of the consumer, and which subsectors are coming out ahead? Scott Feiler, a consumer sector specialist in Global Banking & Markets, joins Goldman Sachs Research’s Chris Hussey to discuss how investors are weighing the US consumer.   Learn more about your ad choices. Visit megaphone.fm/ad...

Copper— the metal that's critical for everything from wind turbines to electric grids—surged over the past week. Where do copper prices go from here? Adam Gillard on the commodities institutional sales team in Global Banking & Markets, explains why copper spiked and what this tells us about the global economy.  Learn more about your ad choices. Visit megaphone.fm/adchoices

While this week’s CPI print shows that inflation eased in April, consumer prices are still on the rise. What does this mean for the Fed’s next move? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, provides his view on policy and markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

While large cap tech stocks have powered the market higher, companies' earnings reports tell a more mixed story. Goldman Sachs' Peter Callahan, US TMT sector specialist in Global Banking & Markets, breaks down big tech’s earnings and what he expects for the sector.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The Japanese yen has been depreciating against the US dollar, hitting its lowest point in over three decades last week. What does this mean for markets and global investors? Global Banking & Markets’ Lindsay Matcham discusses the recent Fed and BoJ moves.    Learn more about your ad choices. Visit megaphone.fm/adchoices

How are investors responding to a busy earnings week but a weaker-than-expected GDP number? Brian Garrett, head of the equity execution team on the Cross Asset Sales desk in Global Banking & Markets, discusses why investors should expect equity volatility to continue.  Learn more about your ad choices. Visit megaphone.fm/adchoices

"We might just be in a different regime than we were from 2010 to 2020,” says Josh Schiffrin, global head of trading strategy in Global Banking & Markets. Schiffrin discusses how investor sentiment has stayed optimistic even in the face of geopolitical tensions and central bank policy changes.  Learn more about your ad choices. Visit megaphone.fm/adchoices

With a soft landing in sight, what are investors considering when rebalancing their portfolios? Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management, discusses AI, Europe, Japan, and more.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Amid market highs, how are factors like rates and market volatility pushing top investors to shift their portfolio strategy? Kerry Blum, global head of the Equity Structuring Group in Goldman Sachs Asset & Wealth Management, discusses managing risk in today’s markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Initial public offerings are off to a surprisingly strong start this year. Lizzie Reed, global head of the equity syndicate desk in Global Banking & Markets, discusses the trajectory of the IPO market for 2024 and investor sentiment in today's markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

How are investors responding to central bank decisions across the globe? Vickie Chang, macro strategist in Goldman Sachs Research, discusses how the market has priced in this week’s Bank of Japan and US Federal Reserve outcomes.  Learn more about your ad choices. Visit megaphone.fm/adchoices