Why US stocks could keep rising in 2025
US stocks sunk after the Fed reduced its rate-cutting forecast for 2025. But is this an overreaction – and where are the opportunities for investors now? Ashok Varadhan, Co-Head of Goldman Sachs Globa...
20 Des 20249min
“US exceptionalism all over again”
Did this week’s inflation data give the Fed the go-ahead to cut rates – and where’s the opportunity for investors now? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Mark...
13 Des 20248min
What Black Friday numbers say about the US consumer
US retail stocks have been rallying recently. Will the holiday shopping season give investors a new reason to buy? Scott Feiler, consumer sector specialist with Goldman Sachs Global Banking & Markets,...
6 Des 20248min
What’s the next tech trade?
Mega cap tech stocks have powered the market higher in 2024. But are there new opportunities for tech investors beyond the 'Magnificent 7'? Sung Cho, a portfolio manager within Goldman Sachs Asset Man...
22 Nov 20247min
Why a “Santa Rally” may be ahead
Can US stocks extend their gains through the end of the year? John Flood, head of Americas Equities Sales Trading with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more a...
15 Nov 20248min
Is the Trump trade just getting started?
US equities rose sharply on the US election results. Are further gains ahead, and where could the biggest opportunities be now? Shawn Tuteja, who oversees ETF and custom baskets volatility trading in ...
8 Nov 202410min
“A great time to buy bonds”
Rates have shot higher since the Fed’s first cut. What’s driving the bond market now, and where are the opportunities for investors? Lindsay Rosner, head of multi-sector investing in Goldman Sachs Ass...
1 Nov 202410min
Will earnings boost US stocks?
How have investors reacted to earnings reports, and what do rising rates mean for equities? Mike Washington, equities sales trader with Goldman Sachs Global Banking & Markets, discusses with Chris Hus...
25 Okt 202410min
