Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains

Jen Roth of Goldman Sachs' Global Markets Division provides an update on how COVID-19 is impacting investor sentiment in emerging markets.  Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Mai 20205min

In a recent client call held by Goldman Sachs Research, Brian Dodge, President of the Retail Industry Leaders Association, discusses how retailers will re-open. Dodge is joined by Goldman Sachs Research’s Kate McShane, Alex Walvis, and Jenna Giannelli, who all cover the retail sector.  Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Mai 202028min

Alex Blanchard of Goldman Sachs’ Global Markets Division shares an update on how global central banks are responding to liquidity concerns.  Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Mai 202018min

With mitigation measures leading to an apparent leveling off of case growth globally at the same time that the economic costs of such measures continue to mount, several countries around the world have begun to plan for—or have already started to implement—economic reopening. But absent herd immunity or a vaccine, such reopenings increase the risk of a resurgence. With this in mind, what a safe reopening might look like, how well-positioned the US is to achieve one and how quickly reopening would really translate into economic recovery is Top of Mind. In this episode, we consult three experts on these questions: University of Pennsylvania’s Dr. Zeke Emanuel, Duke University’s Dr. Mark McClellan and Harvard University’s Dr. Barry Bloom. Finally, with more complete economic normalization only likely with an effective testing regime, treatments, or a widely available vaccine, we discuss where we are on all of the above. Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Apr 202026min

Goldman Sachs CFO Stephen Scherr and other senior leaders across the firm discuss topics that are top of mind for CFOs in the current environment, from financing markets and liquidity concerns, to earnings guidance and economic outlooks.  Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Apr 20201h 1min

Sarah Kiernan of Goldman Sachs’ Global Markets Division gives her quick take on the latest market volatility, including investors’ reactions to record-low oil prices.   Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Apr 20207min

To share Goldman Sachs’ latest analysis on record price declines in oil markets, this episode leverages a client call, featuring Jeff Currie, Damien Courvalin and Brian Singer of Goldman Sachs Research, and Anthony Dewell of EMEA Commodity Trading in Global Markets. The call was held the morning of April 21st, 2020.  Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Apr 202037min

In this episode, Terry Hagerty, co-head of homebuilding & building products investment banking for Goldman Sachs, discusses how COVID-19 has impacted the outlook for housing and the broader building products sector. Despite the severity of the current slowdown, Hagerty points to favorable demographic tailwinds as reasons to expect a return to industry growth into 2021. Additionally, Hagerty explains why the sector may be poised to rebound more quickly from this crisis than that of 2008, driven by more favorable supply/demand dynamics, consumers’ relatively strong financial position, and healthy corporate balance sheets. “When I look at the balance sheets and liquidity positions of my clients, both in home building and building products, it’s quite strong,” Hagerty says. “Most of them have access to the capital markets, given some of the Fed action that we’ve seen, and generally they’re all positioned to weather what could potentially be a very extended downturn. So the outlook today is much different than 2008.” Learn more about your ad choices. Visit megaphone.fm/adchoices

21 Apr 202015min