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The Markets

The Markets

166 episodes — Page 4 of 4

Why markets are in a period of 'normalization, not nirvana'

US credit was downgraded this week and the latest JOLTS numbers came in. Alexandra Wilson-Elizondo, deputy chief investment officer of multi-asset solutions in Asset & Wealth Management, talks about the impact in our latest episode of Exchanges: The Markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 4, 20237 min

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 Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 28, 20236 min

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 the equity prices of companies impacted by the rebalance, David Kostin, chief US equity strategist in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 21, 20239 min

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, breaks down the differences across countries on our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 14, 20239 min

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 Sachs Asset Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 7, 202310 min

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 Syndicate Desk in Goldman Sachs Investment Banking, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 30, 20239 min

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 Sachs Asset Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 23, 20239 min

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 Goldman Sachs' Global Banking & Markets, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 16, 202310 min

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 of Tech Investing for Fundamental Equity in Goldman Sachs Asset Management, explains the factors and outlook for the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 9, 20239 min

What’s next for U.S. Treasuries

Discussing what’s next for U.S. treasury issuance as debt ceiling concerns fade, the Fed’s next move, and underlying trends in U.S. equity performance this year, Beth Hammack, co-head of the Global Financing Group in Goldman Sachs’ Global Banking & Markets, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 2, 202310 min

Are markets pricing in the potential of a default?

Debt ceiling discussions are the primary focus of markets this week but equity and bond markets are reacting in very different ways, explains Candice Tse, a managing director in Goldman Sachs Asset Management, on The Markets podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 26, 20237 min

Why European stocks are beating US equities

Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 19, 20239 min

Pricing in the probability of a recession

Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 12, 20238 min

Fed rate hikes, banking stress & debt limit concerns

Explaining the takeaways from this week’s Fed decision, recent banking sector stress and debt limit concerns, Ashish Shah, chief investment officer of Public Investing in Asset & Wealth Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 5, 20238 min

Volatility, Earnings, and European Equities

Discussing US equity volatility hitting a low, the takeaways from US and European earnings, and what to expect in next week’s Fed and ECB meetings, Sharon Bell, Goldman Sachs Research’s senior strategist on the European Portfolio Strategy team, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 28, 202310 min

A ‘bulletproof’ stock market?

Breaking down recent bank earnings, China’s GDP, European markets and the tech sector, Tony Pasquariello, global head of hedge fund coverage for Global Banking & Markets, joins the inaugural episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 21, 20239 min