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 ...
28 Heinä 20236min
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...
21 Heinä 20239min
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, ...
14 Heinä 20239min
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 Sac...
7 Heinä 202310min
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 ...
30 Kesä 20239min
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 Sac...
23 Kesä 20239min
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...
16 Kesä 202310min
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 o...
9 Kesä 20239min
