The Markets
What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.

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Episoder(159)

$120 Oil Ahead?

$120 Oil Ahead?

The conflict in Iran has led to a significant spike in oil prices. What will determine the commodity’s next move, and how much higher could oil prices rise? Jerome Dortmans, co-head of Global Oil and ...

4 Mar 12min

A New Way to Trade Emerging Markets

A New Way to Trade Emerging Markets

Emerging market equities have continued to rally in 2026. What’s driving the gains, and where are the opportunities now? Stratford Dennis, head of emerging market equities trading in Goldman Sachs Glo...

27 Feb 9min

Tech Comeback Ahead?

Tech Comeback Ahead?

Despite widespread optimism about AI, the US tech sector has lagged meaningfully this year. What factors could lead to a bullish reversal – and which stocks may be set to rebound? Peter Callahan, the ...

20 Feb 8min

“Still Bullish Gold”

“Still Bullish Gold”

What’s behind the recent volatility in gold prices – and what could drive further gains through the rest of the year? Lina Thomas, senior commodities analyst in Goldman Sachs Research, discusses with ...

13 Feb 9min

Stock Market Shakeout

Stock Market Shakeout

There is significant volatility beneath the surface of the US equity market. So what’s driving these moves – and where are the opportunities for investors now? Shawn Tuteja, who oversees ETF and custo...

10 Feb 13min

Finding Opportunities in Financials

Finding Opportunities in Financials

Can US financials outperform in 2026 – and where are the most attractive opportunities? Christian DeGrasse, financial sector specialist in Global Banking & Markets, discusses with Chris Hussey on the ...

6 Feb 10min

Long Gold and Long Stocks

Long Gold and Long Stocks

Do investors need a new barbell strategy? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses market drivers and portfolio posi...

30 Jan 12min

“A Massive Broadening Trade”

“A Massive Broadening Trade”

Concerns over US tariffs and Japanese fiscal policy are inserting fresh volatility into markets. So how are investors positioning – and where are the best opportunities in global equities now? Rich Pr...

23 Jan 12min

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