Why markets will be living in a strong US dollar world
Against a backdrop of falling rates and resilient global growth, the US dollar typically declines. Goldman Sachs Research’s Kamakshya Trivedi explains why he expects that decline to happen only “slowl...
8 Des 202310min
How are investors approaching today’s market strength?
The S&P is trading near the high of the year, cash is earning historic highs, and bonds are more attractive than ever. Ashish Shah, chief investment officer of public investing in Goldman Sachs Asset ...
1 Des 202310min
What are retail earnings and CPI telling us about the US consumer?
As the holiday season approaches and CPI numbers show cooling inflation, what does that mean for US consumer spending? Goldman Sachs' Scott Feiler, a consumer sector specialist in Global Banking & Mar...
17 Nov 20236min
Are emerging markets due for a comeback?
While rates are in focus in US markets, how are investors approaching emerging markets? Caesar Maasry, who leads the Emerging Markets Cross Asset Strategy team in Goldman Sachs Research, discusses the...
10 Nov 20236min
What the BoJ’s latest move means for global yields
This week saw major decisions from some of the world's largest central banks, a continued focus on the relationship between the labor market and inflation, and the latest round of corporate earnings. ...
3 Nov 20239min
What big tech's earnings can tell us about AI, rates and future volatility
The largest companies in both tech and overall market cap are reporting earnings this week and next. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Bankin...
27 Okt 20238min
What the volatile bond market means for investors
Amid increasing geopolitical uncertainty and a volatile bond market, the US economy continues to surprise to the upside. Ben Snider, senior strategist on the US portfolio strategy macro team in Goldma...
20 Okt 20237min
The market’s rate expectations
This week saw a reversal in the US bond market, which has been marked by declining prices and rising yields. Josh Schiffrin, co head of Global and US Interest Rate Products in Global Banking and Marke...
13 Okt 20238min
