Why the French and UK elections matter for investors
Exchanges25 Jun 2024

Why the French and UK elections matter for investors

As two of Europe's three largest economies head to the polls, what are markets telling us about the political landscape? Goldman Sachs Research's Sharon Bell and George Cole explain how France's looming parliamentary elections are affecting French stocks and bonds, while UK financial markets have been relatively stable ahead of the country's general election. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(621)

The Rate Stuff: What Markets Are Saying About the Macro Outlook

The Rate Stuff: What Markets Are Saying About the Macro Outlook

What are the markets telling us about expectations for the economy and monetary policy? We sat down with Francesco Garzarelli, co-chief markets economist of the Global Macro Research team, who says r...

12 Mar 201825min

How Podcasts Are Creating The "Second Golden Age of Audio"

How Podcasts Are Creating The "Second Golden Age of Audio"

The popularity of podcasts is surging, as millions of listeners turn to their smartphones each day for audio content ranging from quick news to immersive storytelling. So what makes a great podcast, ...

23 Feb 201822min

(Un)Steady as She Goes: 2018 Investment Outlook

(Un)Steady as She Goes: 2018 Investment Outlook

The U.S. is in its second-longest equity bull market in the post WWII-era, at nearly nine years. Can financial markets continue on their upward course, or is the recent volatility a sign that bearish ...

9 Feb 201829min

"Once-in-a-Generation" Energy Shift...Plus Investment Banking Outlook for Latin America

"Once-in-a-Generation" Energy Shift...Plus Investment Banking Outlook for Latin America

"We are looking at a once-in-a-generation secular change in the way we produce power," says Gonzalo Garcia, co-head of the Global Natural Resources Group in Goldman Sachs' Investment Banking Division ...

2 Feb 201825min

President Trump, Year Two: What's Next on the Agenda?

President Trump, Year Two: What's Next on the Agenda?

Now over the hurdle of tax reform, the question becomes which political priorities the Trump Administration will tackle next. Alec Phillips, chief US political economist for Goldman Sachs Research, sa...

25 Jan 201830min

Closer Than You Think: What the Future Looks Like to Venture Capital

Closer Than You Think: What the Future Looks Like to Venture Capital

Venture capital has taken on a higher profile in the public imagination in recent years, thanks to the dramatic success of several early bets that have since become household names. Heath Terry, lead ...

8 Jan 201819min

In the Face of Brexit, Business as Usual in Europe... But For How Long?

In the Face of Brexit, Business as Usual in Europe... But For How Long?

The year's most notable elections in Europe produced largely market-friendly results, stability that has helped support the deal-making environment across the continent. Anthony Gutman, co-head of UK ...

20 Des 201724min

Tax Reform, Bitcoin and the Year Ahead for Financials

Tax Reform, Bitcoin and the Year Ahead for Financials

Banks in the United States are well-positioned to benefit from corporate tax reform, says Goldman Sachs Research's Richard Ramsden. What's less clear is how they'll continue to fend off challenges fro...

14 Des 201728min

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