“A solid buying opportunity”: Making sense of the market shakeout
What drove stocks sharply lower to start the week, and what matters to the biggest investors now? John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, explains the action i...
9 Aug 20247min
What Fed cuts will mean for markets
The Fed said Wednesday that it’s getting closer to cutting rates. So what is the Fed focused on now, and how much could cuts impact markets? Josh Schiffrin, Global Head of Trading Strategy in Goldman ...
2 Aug 20247min
Is the big tech trade over?
The US tech giants that have powered the equity market are leading the recent decline. So what’s ahead for stocks, and where are the opportunities now? Ben Snider, senior strategist on the US portfoli...
26 Jul 20249min
Divergence watch: ECB decision and central banks’ policy paths
In the wake of the ECB decision, what should we expect to see from central banks around the world – and what does that mean for currency and fixed income markets? Gurpreet Garewal, macro strategist on...
19 Jul 20248min
Inflation cools, election heats up
With inflation coming down, and US elections on the horizon, what should investors be focused on now? Mike Cahill, senior currency strategist within Goldman Sachs Research, joins Jen Roth in Global Ba...
12 Jul 20248min
Markets at midyear: AI & elections in focus
What is top of mind for investors as we enter the second half of 2024? Bobby Molavi, head of EMEA execution services in Global Banking & Markets, discusses big tech, global elections, and the health o...
28 Jun 20249min
What could drive the S&P 500 even higher?
As the S&P 500 continues to notch record highs, questions have arisen around concentration, sentiment, and valuations. So what's really driving US equities – and can the rally continue? John Flood, he...
21 Jun 20249min
Are markets overreacting to inflation data?
Cooling inflation data would seem to give the Federal Reserve room to cut rates, but the Fed this week reduced its forecast for the number of rate cuts. How should investors make sense of the macro en...
14 Jun 20249min
