The Markets

Latest Episodes:

How geopolitical instability is affecting markets Feb 02, 2024

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As tensions in the Middle East continue to rise, what does this mean for markets and the global economy? Jared Cohen, president of Global Affairs and co-head of the Office of Applied Innovation at Goldman Sachs, and Sam Morgan, global head of fixed income currencies and commodities sales in Goldman Sachs’ Global Banking and Markets business, discuss the economic impacts of rising geopolitical instability.

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Can tech continue to dominate the markets? Jan 26, 2024

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Tech stocks in the “Magnificent Seven” are continuing to drive S&P valuations higher. But are investors starting to consider small and mid-cap tech stocks as well in 2024? Sung Cho, co-head of Tech Investing for Fundamental Equity in Goldman Sachs Asset Management, discusses what he believes to see in tech this year.

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Market takeaways from 2024’s World Economic Forum Jan 19, 2024

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What economic issues were top of mind for world leaders as they gathered at the World Economic Forum in Davos, Switzerland this week? Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth Management, discusses the key takeaways from Davos, as well as how investors are approaching today’s geopolitical landscape.

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What the latest inflation data means for markets, the Fed, and investors’ portfolios Jan 12, 2024

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A pickup in US inflation may push out the timing of the Federal Reserve’s rate cuts, according to Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management.

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What's ahead for tech stock valuations? Jan 05, 2024

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The megacap tech sector surged in value in 2023. So what are the market opportunities in 2024? Eric Sheridan, Internet sector specialist in Goldman Sachs Research, discusses the drivers behind recent stock market performance.

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As the Fed stays put, markets bet on timing of rate cuts Dec 15, 2023

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Has the Fed officially achieved a soft landing? Josh Schiffrin, global head of trading strategy in Goldman Sachs Global Banking & Markets, discusses the takeaways from the latest Fed meeting and what’s next for markets in 2024.

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Why markets will be living in a strong US dollar world Dec 08, 2023

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Against a backdrop of falling rates and resilient global growth, the US dollar typically declines. Goldman Sachs Research’s Kamakshya Trivedi explains why he expects that decline to happen only “slowly and bumpily.”

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How are investors approaching today’s market strength? Dec 01, 2023

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The S&P is trading near the high of the year, cash is earning historic highs, and bonds are more attractive than ever. Ashish Shah, chief investment officer of public investing in Goldman Sachs Asset Management, breaks down the implications for investors’ portfolios.

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What are retail earnings and CPI telling us about the US consumer? Nov 17, 2023

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As the holiday season approaches and CPI numbers show cooling inflation, what does that mean for US consumer spending? Goldman Sachs' Scott Feiler, a consumer sector specialist in Global Banking & Markets, discusses the outlook for the retail sector.

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Are emerging markets due for a comeback? Nov 10, 2023

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While rates are in focus in US markets, how are investors approaching emerging markets? Caesar Maasry, who leads the Emerging Markets Cross Asset Strategy team in Goldman Sachs Research, discusses the long period of underperformance in emerging markets and what their trajectory looks like into 2024.

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