Episodes

  • A market friendly data print— for now

    A market friendly data print— for now
    May 17 2024
    While this week’s CPI print shows that inflation eased in April, consumer prices are still on the rise. What does this mean for the Fed’s next move? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, provides his view on policy and markets.
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    9 mins
  • Why big tech's earnings reveal a "bifurcated market"

    Why big tech's earnings reveal a "bifurcated market"
    May 10 2024
    While large cap tech stocks have powered the market higher, companies' earnings reports tell a more mixed story. Goldman Sachs' Peter Callahan, US TMT sector specialist in Global Banking & Markets, breaks down big tech’s earnings and what he expects for the sector.
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    6 mins
  • Currencies, rates, and a volatile yen

    Currencies, rates, and a volatile yen
    May 3 2024
    The Japanese yen has been depreciating against the US dollar, hitting its lowest point in over three decades last week. What does this mean for markets and global investors? Global Banking & Markets’ Lindsay Matcham discusses the recent Fed and BoJ moves.
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    7 mins
  • Why investors should “expect the chop to continue”

    Why investors should “expect the chop to continue”
    Apr 26 2024
    How are investors responding to a busy earnings week but a weaker-than-expected GDP number? Brian Garrett, head of the equity execution team on the Cross Asset Sales desk in Global Banking & Markets, discusses why investors should expect equity volatility to continue.
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    10 mins
  • Does the market need rate cuts?

    Does the market need rate cuts?
    Apr 19 2024
    "We might just be in a different regime than we were from 2010 to 2020,” says Josh Schiffrin, global head of trading strategy in Global Banking & Markets. Schiffrin discusses how investor sentiment has stayed optimistic even in the face of geopolitical tensions and central bank policy changes.
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    9 mins
  • Turning tail risks into tailwinds

    Turning tail risks into tailwinds
    Apr 12 2024
    With a soft landing in sight, what are investors considering when rebalancing their portfolios? Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management, discusses AI, Europe, Japan, and more.
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    9 mins
  • How investors are managing rising volatility

    How investors are managing rising volatility
    Apr 5 2024
    Amid market highs, how are factors like rates and market volatility pushing top investors to shift their portfolio strategy? Kerry Blum, global head of the Equity Structuring Group in Goldman Sachs Asset & Wealth Management, discusses managing risk in today’s markets.
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    8 mins
  • Why Today's IPO Market May Surprise You

    Why Today's IPO Market May Surprise You
    Mar 28 2024
    Initial public offerings are off to a surprisingly strong start this year. Lizzie Reed, global head of the equity syndicate desk in Global Banking & Markets, discusses the trajectory of the IPO market for 2024 and investor sentiment in today's markets.
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    8 mins