A more ‘disciplined’ IPO market
How are large investors thinking about equity capital markets and the trajectory for the overall economy? Lizzie Reed, global head of the equity syndicate desk in Goldman Sachs Global Banking & Market...
6 Okt 20239min
The fixed-income selloff: A new supply-demand dynamic?
10-year treasury yields hit a high not seen in fifteen years. Paula Hendrickson on Goldman Sachs Global Banking & Markets’ Interest Rate Product Sales team joins to discuss what this means for markets...
29 Sep 20237min
The impact of rising oil prices
OPEC production cuts and record demand have driven the price of oil sharply higher. Daan Struyven, head of oil research in Goldman Sachs Research, breaks down the drivers and implications for the broa...
22 Sep 20235min
What we’re hearing from some of the world’s largest investors now
Why are investors increasingly expecting a soft landing as inflation worries persist? Oscar Ostlund, global head of content strategy, market analytics & data science for Marquee in Goldman Sachs Globa...
15 Sep 202310min
Normalizing inflation: are ‘hard yards’ ahead?
What will it take for US inflation to normalize? Ashok Varadhan, co-head of Global Banking & Markets at Goldman Sachs, discusses US interest rates, the growth in private credit, and why the final push...
8 Sep 20239min
Are higher rates the new normal?
Markets are currently “priced for perfection,” according to some market observers. What factors into that analysis, and what might be missing? Greg Tuorto, a portfolio manager on the fundamental equit...
18 Aug 20237min
What this week's CPI tells us about US economic health
Recent economic indicators — from the Consumer Price Index and jobs numbers to the surge in long-term Treasury yields — suggest that the U.S. economy will likely avoid a recession. Ashish Shah, chief ...
11 Aug 20238min
Why markets are in a period of 'normalization, not nirvana'
US credit was downgraded this week and the latest JOLTS numbers came in. Alexandra Wilson-Elizondo, deputy chief investment officer of multi-asset solutions in Asset & Wealth Management, talks about t...
4 Aug 20237min
