Goldman Sachs The Markets

Goldman Sachs

  • 9 minutes 12 seconds
    What the huge jobs number means for investors

    Bond and equity markets are sliding after a strong US jobs report. Where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist on the Fixed Income team in Goldman Sachs Asset Management, discusses with Chris Hussey. 

    10 January 2025, 9:45 pm
  • 9 minutes 48 seconds
    Why US stocks could keep rising in 2025

    US stocks sunk after the Fed reduced its rate-cutting forecast for 2025. But is this an overreaction – and where are the opportunities for investors now? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.  

    20 December 2024, 5:00 am
  • 8 minutes 47 seconds
    “US exceptionalism all over again”

    Did this week’s inflation data give the Fed the go-ahead to cut rates – and where’s the opportunity for investors now? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research. 

    13 December 2024, 5:00 am
  • 8 minutes 27 seconds
    What Black Friday numbers say about the US consumer

    US retail stocks have been rallying recently. Will the holiday shopping season give investors a new reason to buy? Scott Feiler, consumer sector specialist with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.

    6 December 2024, 5:00 am
  • 7 minutes 37 seconds
    What’s the next tech trade?

    Mega cap tech stocks have powered the market higher in 2024. But are there new opportunities for tech investors beyond the 'Magnificent 7'? Sung Cho, a portfolio manager within Goldman Sachs Asset Management and co-head of the US equity team, joins Chris Hussey. 

    22 November 2024, 5:00 am
  • 8 minutes 11 seconds
    Why a “Santa Rally” may be ahead

    Can US stocks extend their gains through the end of the year? John Flood, head of Americas Equities Sales Trading with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.

    15 November 2024, 5:00 am
  • 10 minutes 5 seconds
    Is the Trump trade just getting started?

    US equities rose sharply on the US election results. Are further gains ahead, and where could the biggest opportunities be now? Shawn Tuteja, who oversees ETF and custom baskets volatility trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. 

    8 November 2024, 5:00 am
  • 10 minutes 22 seconds
    “A great time to buy bonds”

    Rates have shot higher since the Fed’s first cut. What’s driving the bond market now, and where are the opportunities for investors? Lindsay Rosner, head of multi-sector investing in Goldman Sachs Asset Management, discusses with Chris Hussey. 

    1 November 2024, 4:00 am
  • 10 minutes 53 seconds
    Will earnings boost US stocks?

    How have investors reacted to earnings reports, and what do rising rates mean for equities? Mike Washington, equities sales trader with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. He also shares some ideas on where the biggest opportunities could be today.  

    25 October 2024, 4:00 am
  • 9 minutes 25 seconds
    The new equity opportunities

    It’s time for equity investors to broaden their portfolios beyond the US tech giants, says Peter Oppenheimer, chief global equity strategist with Goldman Sachs Research. He explains why, and discusses some of the potential opportunities, in this conversation with Chris Hussey. 

    18 October 2024, 4:00 am
  • 8 minutes 33 seconds
    The biggest opportunities in US credit markets

    This could be a good time to buy lower-rated debt, says Lotfi Karoui, chief credit strategist in Goldman Sachs Research. He discusses the Fed path, the economic backdrop, and credit supply dynamics with Chris Hussey.  

    11 October 2024, 4:00 am
  • More Episodes? Get the App
About Goldman Sachs The Markets
© MoonFM 2025. All rights reserved.