The Markets

Latest Episodes:

“The Fed’s got your back”: What the rate cut means for investors Sep 20, 2024

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After the Fed’s 50 basis-point cut, what’s next for central bank policy and for markets? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research.

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Can the US rally get back on track? Sep 13, 2024

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What factors matter most to equity markets now — and what’s the trade from here? Tony Pasquariello, Global Head of Hedge Fund Coverage in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research.

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What the jobs report means for markets Sep 06, 2024

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Friday’s jobs report came in mixed—the unemployment rate fell, but hiring is slowing. What does that mean for the Fed and for investors? Simon Dangoor, head of Fixed Income Macro strategies in Goldman Sachs Asset Management, discusses with Chris Hussey of Goldman Sachs Research.

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The case for a tech comeback Aug 16, 2024

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Can megacap tech stocks resume their market leadership? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses what drove the declines and what could power a comeback in this conversation with equities sales trader Mike Washington.

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“A solid buying opportunity”: Making sense of the market shakeout Aug 09, 2024

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What drove stocks sharply lower to start the week, and what matters to the biggest investors now? John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, explains the action in US equities and predicts what could be ahead in this conversation with Natasha Tiwana.

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What Fed cuts will mean for markets Aug 02, 2024

Show notes

The Fed said Wednesday that it’s getting closer to cutting rates. So what is the Fed focused on now, and how much could cuts impact markets? Josh Schiffrin, Global Head of Trading Strategy in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.

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Is the big tech trade over? Jul 26, 2024

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The US tech giants that have powered the equity market are leading the recent decline. So what’s ahead for stocks, and where are the opportunities now? Ben Snider, senior strategist on the US portfolio strategy macro team in Goldman Sachs Research, discusses with Chris Hussey.

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Divergence watch: ECB decision and central banks’ policy paths Jul 19, 2024

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In the wake of the ECB decision, what should we expect to see from central banks around the world – and what does that mean for currency and fixed income markets? Gurpreet Garewal, macro strategist on the Fixed Income team in Goldman Sachs Asset Management, joins Natasha Tiwana of Goldman Sachs Research to discuss.

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Inflation cools, election heats up Jul 12, 2024

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With inflation coming down, and US elections on the horizon, what should investors be focused on now? Mike Cahill, senior currency strategist within Goldman Sachs Research, joins Jen Roth in Global Banking & Markets to discuss how markets are reacting to new CPI data, and how US elections are impacting currencies.

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Markets at midyear: AI & elections in focus Jun 28, 2024

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What is top of mind for investors as we enter the second half of 2024? Bobby Molavi, head of EMEA execution services in Global Banking & Markets, discusses big tech, global elections, and the health of the consumer.

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