Goldman Sachs The Markets

By Goldman Sachs

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Category: Business

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Subscribers: 96
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Episodes: 79

Description

Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast.

Episode Date
Why US stocks could keep rising in 2025
Dec 20, 2024
“US exceptionalism all over again”
Dec 13, 2024
What Black Friday numbers say about the US consumer
Dec 06, 2024
What’s the next tech trade?
Nov 22, 2024
Why a “Santa Rally” may be ahead
Nov 15, 2024
Is the Trump trade just getting started?
Nov 08, 2024
“A great time to buy bonds”
Nov 01, 2024
Will earnings boost US stocks?
Oct 25, 2024
The new equity opportunities
Oct 18, 2024
The biggest opportunities in US credit markets
Oct 11, 2024
Does the China rally have legs?
Oct 04, 2024
Is the US consumer still strong?
Sep 27, 2024
“The Fed’s got your back”: What the rate cut means for investors
Sep 20, 2024
Can the US rally get back on track?
Sep 13, 2024
What the jobs report means for markets
Sep 06, 2024
The case for a tech comeback
Aug 16, 2024
“A solid buying opportunity”: Making sense of the market shakeout
Aug 09, 2024
What Fed cuts will mean for markets
Aug 02, 2024
Is the big tech trade over?
Jul 26, 2024
Divergence watch: ECB decision and central banks’ policy paths
Jul 19, 2024
Inflation cools, election heats up
Jul 12, 2024
Markets at midyear: AI & elections in focus
Jun 28, 2024
What could drive the S&P 500 even higher?
Jun 21, 2024
Are markets overreacting to inflation data?
Jun 14, 2024
Is India still attractive for investors?
Jun 07, 2024
Consumer stocks: Finding the winners
May 31, 2024
Why copper is hitting record highs
May 24, 2024
A market friendly data print— for now
May 17, 2024
Why big tech's earnings reveal a "bifurcated market"
May 10, 2024
Currencies, rates, and a volatile yen
May 03, 2024
Why investors should “expect the chop to continue”
Apr 26, 2024
Does the market need rate cuts?
Apr 19, 2024
Turning tail risks into tailwinds
Apr 12, 2024
How investors are managing rising volatility
Apr 05, 2024
Why Today's IPO Market May Surprise You
Mar 28, 2024
How markets are responding to central bank moves
Mar 22, 2024
What tech investors are looking for now
Mar 15, 2024
Breaking down the record highs
Mar 08, 2024
Growth shocks, not just inflation, to be a primary driver of markets
Mar 01, 2024
Can tech continue to power equities to new highs?
Feb 23, 2024
Hedge Fund Outlook for 2024
Feb 16, 2024
Regional banks back in focus on real estate concerns
Feb 09, 2024
How geopolitical instability is affecting markets
Feb 02, 2024
Can tech continue to dominate the markets?
Jan 26, 2024
Market takeaways from 2024’s World Economic Forum
Jan 19, 2024
What the latest inflation data means for markets, the Fed, and investors’ portfolios
Jan 12, 2024
What's ahead for tech stock valuations?
Jan 05, 2024
As the Fed stays put, markets bet on timing of rate cuts
Dec 15, 2023
Why markets will be living in a strong US dollar world
Dec 08, 2023
How are investors approaching today’s market strength?
Dec 01, 2023
What are retail earnings and CPI telling us about the US consumer? 
Nov 17, 2023
Are emerging markets due for a comeback? 
Nov 10, 2023
What the BoJ’s latest move means for global yields
Nov 03, 2023
What big tech's earnings can tell us about AI, rates and future volatility
Oct 27, 2023
What the volatile bond market means for investors
Oct 20, 2023
The market’s rate expectations
Oct 13, 2023
A more ‘disciplined’ IPO market
Oct 06, 2023
The fixed-income selloff: A new supply-demand dynamic?
Sep 29, 2023
The impact of rising oil prices
Sep 22, 2023
What we’re hearing from some of the world’s largest investors now
Sep 15, 2023
Normalizing inflation: are ‘hard yards’ ahead?
Sep 08, 2023
Are higher rates the new normal?
Aug 18, 2023
What this week's CPI tells us about US economic health 
Aug 11, 2023
Why markets are in a period of 'normalization, not nirvana'
Aug 04, 2023
What the Fed’s hike means for the S&P 500
Jul 28, 2023
Why the Nasdaq 100’s rebalancing matters for investors
Jul 21, 2023
Are investors betting the worst is over for U.S. inflation?
Jul 14, 2023
How institutional investors are navigating market crosscurrents
Jul 07, 2023
Are there green shoots in the IPO market?
Jun 30, 2023
Can the global economy withstand higher interest rates?
Jun 23, 2023
What the Fed’s hawkish pause means for markets
Jun 16, 2023
Why the AI-driven tech rally has legs
Jun 09, 2023
What’s next for U.S. Treasuries
Jun 02, 2023
Are markets pricing in the potential of a default?
May 26, 2023
Why European stocks are beating US equities
May 19, 2023
Pricing in the probability of a recession
May 12, 2023
Fed rate hikes, banking stress & debt limit concerns
May 05, 2023
Volatility, Earnings, and European Equities
Apr 28, 2023
A ‘bulletproof’ stock market?
Apr 21, 2023