Goldman Sachs The Markets

By Goldman Sachs

Business

What's Goldman Sachs The Markets about?

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

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Goldman Sachs The Markets episodes:

05.17.2024
A market friendly data print— for now
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,...
05.10.2024
Why big tech's earnings reveal a "bifurcated market"
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...
05.03.2024
Currencies, rates, and a volatile yen
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...
04.26.2024
Why investors should “expect the chop to continue”
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...
04.19.2024
Does the market need rate cuts?
"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...
04.12.2024
Turning tail risks into tailwinds
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.
04.05.2024
How investors are managing rising volatility
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...
03.28.2024
Why Today's IPO Market May Surprise You
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...
03.22.2024
How markets are responding to central bank moves
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.
03.15.2024
What tech investors are looking for now
The tech trade isn’t just about AI. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, takes a closer look at what’s driving tech stocks.
03.08.2024
Breaking down the record highs
What are record highs in stock indices like the S&P 500, Nasdaq, and the Nikkei— and even gold— telling us about the state of the economy? Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management, discusses...
03.01.2024
Growth shocks, not just inflation, to be a primary driver of markets
As inflation fears recede, growth shocks could become a greater driver of market volatility. Kamakshya Trivedi, head of global foreign exchange, interest rates, and emerging market strategy research at Goldman Sachs Research, explains what this "transition phase" means for investors'...
02.23.2024
Can tech continue to power equities to new highs?
Tech stocks are once again in focus, boosted by optimism over artificial intelligence. In the latest episode of The Markets, Goldman Sachs Research’s David Kostin, chief US equity strategist, looks at whether this rally can continue.
02.16.2024
Hedge Fund Outlook for 2024
What do hedge funds tell us about 2023 and the year ahead? Freddie Parker, co-head of Prime Insights and Analytics in Global Banking & Markets, discusses hedge fund performance last year and how a higher rate environment might benefit their...
02.09.2024
Regional banks back in focus on real estate concerns
Regional banks are back in the news, driven in part by their exposure to commercial and residential real estate. Ryan Nash, managing director in the Financials Group within Goldman Sachs Research, discusses what this means for investors.
02.02.2024
How geopolitical instability is affecting markets
As tensions in the Middle East continue to rise, what does this mean for markets and the global economy? Jared Cohen, president of Global Affairs and co-head of the Office of Applied Innovation at Goldman Sachs, and Sam Morgan, global...
01.26.2024
Can tech continue to dominate the markets?
Tech stocks in the “Magnificent Seven” are continuing to drive S&P valuations higher. But are investors starting to consider small and mid-cap tech stocks as well in 2024? Sung Cho, co-head of Tech Investing for Fundamental Equity in Goldman Sachs...
01.19.2024
Market takeaways from 2024’s World Economic Forum
What economic issues were top of mind for world leaders as they gathered at the World Economic Forum in Davos, Switzerland this week? Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth...
01.12.2024
What the latest inflation data means for markets, the Fed, and investors’ portfolios
A pickup in US inflation may push out the timing of the Federal Reserve’s rate cuts, according to Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management.
01.05.2024
What's ahead for tech stock valuations?
The megacap tech sector surged in value in 2023. So what are the market opportunities in 2024? Eric Sheridan, Internet sector specialist in Goldman Sachs Research, discusses the drivers behind recent stock market performance.
12.15.2023
As the Fed stays put, markets bet on timing of rate cuts
Has the Fed officially achieved a soft landing? Josh Schiffrin, global head of trading strategy in Goldman Sachs Global Banking & Markets, discusses the takeaways from the latest Fed meeting and what’s next for markets in 2024.
12.08.2023
Why markets will be living in a strong US dollar world
Against a backdrop of falling rates and resilient global growth, the US dollar typically declines. Goldman Sachs Research’s Kamakshya Trivedi explains why he expects that decline to happen only “slowly and bumpily.”
12.01.2023
How are investors approaching today’s market strength?
The S&P is trading near the high of the year, cash is earning historic highs, and bonds are more attractive than ever. Ashish Shah, chief investment officer of public investing in Goldman Sachs Asset Management, breaks down the implications for...
11.17.2023
What are retail earnings and CPI telling us about the US consumer?
As the holiday season approaches and CPI numbers show cooling inflation, what does that mean for US consumer spending? Goldman Sachs' Scott Feiler, a consumer sector specialist in Global Banking & Markets, discusses the outlook for the retail sector.
11.10.2023
Are emerging markets due for a comeback?
While rates are in focus in US markets, how are investors approaching emerging markets? Caesar Maasry, who leads the Emerging Markets Cross Asset Strategy team in Goldman Sachs Research, discusses the long period of underperformance in emerging markets and what...
11.03.2023
What the BoJ’s latest move means for global yields
This week saw major decisions from some of the world's largest central banks, a continued focus on the relationship between the labor market and inflation, and the latest round of corporate earnings. Gurpreet Gill, a macro strategist on the Fixed...
10.27.2023
What big tech's earnings can tell us about AI, rates and future volatility
The largest companies in both tech and overall market cap are reporting earnings this week and next. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, breaks down what this tells us about the...
10.20.2023
What the volatile bond market means for investors
Amid increasing geopolitical uncertainty and a volatile bond market, the US economy continues to surprise to the upside. Ben Snider, senior strategist on the US portfolio strategy macro team in Goldman Sachs Research, explains the implications and why foreign buyers...
10.13.2023
The market’s rate expectations
This week saw a reversal in the US bond market, which has been marked by declining prices and rising yields. Josh Schiffrin, co head of Global and US Interest Rate Products in Global Banking and Markets at Goldman Sachs, discusses...
10.06.2023
A more ‘disciplined’ IPO market
How are large investors thinking about equity capital markets and the trajectory for the overall economy? Lizzie Reed, global head of the equity syndicate desk in Goldman Sachs Global Banking & Markets, dives into the findings of the team’s survey.
09.29.2023
The fixed-income selloff: A new supply-demand dynamic?
10-year treasury yields hit a high not seen in fifteen years. Paula Hendrickson on Goldman Sachs Global Banking & Markets’ Interest Rate Product Sales team joins to discuss what this means for markets.
09.22.2023
The impact of rising oil prices
OPEC production cuts and record demand have driven the price of oil sharply higher. Daan Struyven, head of oil research in Goldman Sachs Research, breaks down the drivers and implications for the broader economy.
09.15.2023
What we’re hearing from some of the world’s largest investors now
Why are investors increasingly expecting a soft landing as inflation worries persist? Oscar Ostlund, global head of content strategy, market analytics & data science for Marquee in Goldman Sachs Global Banking & Markets, discusses the takeaways from the latest QuickPoll survey...
09.08.2023
Normalizing inflation: are ‘hard yards’ ahead?
What will it take for US inflation to normalize? Ashok Varadhan, co-head of Global Banking & Markets at Goldman Sachs, discusses US interest rates, the growth in private credit, and why the final push to a target rate might be...
08.18.2023
Are higher rates the new normal?
Markets are currently “priced for perfection,” according to some market observers. What factors into that analysis, and what might be missing? Greg Tuorto, a portfolio manager on the fundamental equity team in Goldman Sachs Asset Management, discusses the latest from...
08.11.2023
What this week's CPI tells us about US economic health
Recent economic indicators — from the Consumer Price Index and jobs numbers to the surge in long-term Treasury yields — suggest that the U.S. economy will likely avoid a recession. Ashish Shah, chief investment officer of public investing in Goldman...
08.04.2023
Why markets are in a period of 'normalization, not nirvana'
US credit was downgraded this week and the latest JOLTS numbers came in. Alexandra Wilson-Elizondo, deputy chief investment officer of multi-asset solutions in Asset & Wealth Management, talks about the impact in our latest episode of Exchanges: The Markets.
07.28.2023
What the Fed’s hike means for the S&P 500
What do the Fed’s recent hike and corporate earnings mean for markets? Ben Snider, senior strategist on the US Portfolio Strategy macro team in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
07.21.2023
Why the Nasdaq 100’s rebalancing matters for investors
On July 24, the Nasdaq 100 will undergo a “special rebalance,” which is meant to curb the high concentration in the index of a handful of tech stocks. Discussing what this means for both investors and the equity prices of companies...
07.14.2023
Are investors betting the worst is over for U.S. inflation?
How does U.S. inflation stack up against other big economies and what does that mean for financial markets? Gurpreet Gill, macro strategist on the fixed income team of Goldman Sachs Asset Management, breaks down the differences across countries on our...
07.07.2023
How institutional investors are navigating market crosscurrents
Explaining how crosscurrents in financial markets are impacting how institutional investors allocate assets, Elizabeth Burton, client investment strategist in the Client Solutions Group in Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
06.30.2023
Are there green shoots in the IPO market?
Discussing how companies are issuing new stock this year, the market for IPOs, and the other ways corporations are accessing capital in a high-rate environment, Lizzie Reed, global head of the Equity Syndicate Desk in Goldman Sachs Investment Banking, joins...
06.23.2023
Can the global economy withstand higher interest rates?
Discussing central bank tightening, trends in artificial intelligence and real estate, and the slowdown in China’s economy, Ashish Shah, chief investment officer of Public Investing within Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podcast...
06.16.2023
What the Fed’s hawkish pause means for markets
Breaking down the latest decisions from the Fed and the ECB, as well as how corporates are navigating the current economic climate, Jonathan Fine, head of Investment Grade Syndicate in the Americas in Goldman Sachs' Global Banking & Markets, joins...
06.09.2023
Why the AI-driven tech rally has legs
Investor 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,...
06.02.2023
What’s next for U.S. Treasuries
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,...
05.26.2023
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.
05.19.2023
Why European stocks are beating US equities
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...
05.12.2023
Pricing in the probability of a recession
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...
05.05.2023
Fed rate hikes, banking stress & debt limit concerns
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...

What's Goldman Sachs The Markets about?

Download our free app to listen on your phone

Goldman Sachs The Markets episodes:

A market friendly data print— for now

Why big tech's earnings reveal a "bifurcated market"

Currencies, rates, and a volatile yen

Why investors should “expect the chop to continue”

Does the market need rate cuts?

Turning tail risks into tailwinds

How investors are managing rising volatility

Why Today's IPO Market May Surprise You

How markets are responding to central bank moves

What tech investors are looking for now

Breaking down the record highs

Growth shocks, not just inflation, to be a primary driver of markets

Can tech continue to power equities to new highs?

Hedge Fund Outlook for 2024

Regional banks back in focus on real estate concerns

How geopolitical instability is affecting markets

Can tech continue to dominate the markets?

Market takeaways from 2024’s World Economic Forum

What the latest inflation data means for markets, the Fed, and investors’ portfolios

What's ahead for tech stock valuations?

As the Fed stays put, markets bet on timing of rate cuts

Why markets will be living in a strong US dollar world

How are investors approaching today’s market strength?

What are retail earnings and CPI telling us about the US consumer?

Are emerging markets due for a comeback?

What the BoJ’s latest move means for global yields

What big tech's earnings can tell us about AI, rates and future volatility

What the volatile bond market means for investors

The market’s rate expectations

A more ‘disciplined’ IPO market

The fixed-income selloff: A new supply-demand dynamic?

The impact of rising oil prices

What we’re hearing from some of the world’s largest investors now

Normalizing inflation: are ‘hard yards’ ahead?

Are higher rates the new normal?

What this week's CPI tells us about US economic health

Why markets are in a period of 'normalization, not nirvana'

What the Fed’s hike means for the S&P 500

Why the Nasdaq 100’s rebalancing matters for investors

Are investors betting the worst is over for U.S. inflation?

How institutional investors are navigating market crosscurrents

Are there green shoots in the IPO market?

Can the global economy withstand higher interest rates?

What the Fed’s hawkish pause means for markets

Why the AI-driven tech rally has legs

What’s next for U.S. Treasuries

Are markets pricing in the potential of a default?

Why European stocks are beating US equities

Pricing in the probability of a recession

Fed rate hikes, banking stress & debt limit concerns

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