Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast.
After a hotter-than-expected inflation report, questions about fiscal and monetary policy are becomi
After a year of smooth sailing for US stocks, the word of 2025 has been “dispersion.” How can invest
What was behind the volatile market reaction to this week’s Fed decision – and where are the opportu
With the Fed’s policy approach shifting, will “quality” stocks outperform in the months ahead? Shawn
Inflation is coming down, while the employment picture is surprisingly robust. What does the latest
Bond and equity markets are sliding after a strong US jobs report. Where are the opportunities for i
US stocks sunk after the Fed reduced its rate-cutting forecast for 2025. But is this an overreaction
Did this week’s inflation data give the Fed the go-ahead to cut rates – and where’s the opportunity
US retail stocks have been rallying recently. Will the holiday shopping season give investors a new
Mega cap tech stocks have powered the market higher in 2024. But are there new opportunities for tec
Can US stocks extend their gains through the end of the year? John Flood, head of Americas Equities
US equities rose sharply on the US election results. Are further gains ahead, and where could the bi
Rates have shot higher since the Fed’s first cut. What’s driving the bond market now, and where are
How have investors reacted to earnings reports, and what do rising rates mean for equities? Mike Was
It’s time for equity investors to broaden their portfolios beyond the US tech giants, says Peter Opp
This could be a good time to buy lower-rated debt, says Lotfi Karoui, chief credit strategist in Gol
Chinese equities have shot sharply higher following the announcement of a broad stimulus package. Ar
This week’s weak consumer confidence number is leading to fresh questions about the resilience of th
After the Fed’s 50 basis-point cut, what’s next for central bank policy and for markets? Anshul Sehg
What factors matter most to equity markets now — and what’s the trade from here? Tony Pasquariello,
