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

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Avsnitt(159)

What the Fed’s hike means for the S&P 500

What the Fed’s hike means for the S&P 500

What do the Fed’s recent hike and corporate earnings mean for markets? Ben Snider, senior strategist on the US Portfolio Strategy macro team in Goldman Sachs Research, joins our latest episode of The ...

28 Juli 20236min

Why the Nasdaq 100’s rebalancing matters for investors

Why the Nasdaq 100’s rebalancing matters for investors

On July 24, the Nasdaq 100 will undergo a “special rebalance,” which is meant to curb the high concentration in the index of a handful of tech stocks. Discussing what this means for both investors and...

21 Juli 20239min

Are investors betting the worst is over for U.S. inflation?

Are investors betting the worst is over for U.S. inflation?

How does U.S. inflation stack up against other big economies and what does that mean for financial markets? Gurpreet Gill, macro strategist on the fixed income team of Goldman Sachs Asset Management, ...

14 Juli 20239min

How institutional investors are navigating market crosscurrents

How institutional investors are navigating market crosscurrents

Explaining how crosscurrents in financial markets are impacting how institutional investors allocate assets, Elizabeth Burton, client investment strategist in the Client Solutions Group in Goldman Sac...

7 Juli 202310min

Are there green shoots in the IPO market?

Are there green shoots in the IPO market?

Discussing how companies are issuing new stock this year, the market for IPOs, and the other ways corporations are accessing capital in a high-rate environment, Lizzie Reed, global head of the Equity ...

30 Juni 20239min

Can the global economy withstand higher interest rates?

Can the global economy withstand higher interest rates?

Discussing central bank tightening, trends in artificial intelligence and real estate, and the slowdown in China’s economy, Ashish Shah, chief investment officer of Public Investing within Goldman Sac...

23 Juni 20239min

What the Fed’s hawkish pause means for markets

What the Fed’s hawkish pause means for markets

Breaking down the latest decisions from the Fed and the ECB, as well as how corporates are navigating the current economic climate, Jonathan Fine, head of Investment Grade Syndicate in the Americas in...

16 Juni 202310min

Why the AI-driven tech rally has legs

Why the AI-driven tech rally has legs

Investor enthusiasm for artificial intelligence has driven equity markets higher, but does the current rally have legs? In this week’s Markets podcast from Goldman Sachs Exchanges, Sung Cho, co-head o...

9 Juni 20239min

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