The Markets

Latest Episodes:

What the BoJ’s latest move means for global yields Nov 03, 2023

Show notes

This week saw major decisions from some of the world's largest central banks, a continued focus on the relationship between the labor market and inflation, and the latest round of corporate earnings. Gurpreet Gill, a macro strategist on the Fixed Income team in Asset & Wealth Management, discusses the implications for markets and investors.

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What big tech's earnings can tell us about AI, rates and future volatility Oct 27, 2023

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The largest companies in both tech and overall market cap are reporting earnings this week and next. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, breaks down what this tells us about the tech sector and health of the US economy.

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What the volatile bond market means for investors Oct 20, 2023

Show notes

Amid increasing geopolitical uncertainty and a volatile bond market, the US economy continues to surprise to the upside. Ben Snider, senior strategist on the US portfolio strategy macro team in Goldman Sachs Research, explains the implications and why foreign buyers are flocking to US stocks.

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The market’s rate expectations Oct 13, 2023

Show notes

This week saw a reversal in the US bond market, which has been marked by declining prices and rising yields. Josh Schiffrin, co head of Global and US Interest Rate Products in Global Banking and Markets at Goldman Sachs, discusses what this means for investors.

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A more ‘disciplined’ IPO market Oct 06, 2023

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How are large investors thinking about equity capital markets and the trajectory for the overall economy? Lizzie Reed, global head of the equity syndicate desk in Goldman Sachs Global Banking & Markets, dives into the findings of the team’s survey.

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The fixed-income selloff: A new supply-demand dynamic? Sep 29, 2023

Show notes

10-year treasury yields hit a high not seen in fifteen years. Paula Hendrickson on Goldman Sachs Global Banking & Markets’ Interest Rate Product Sales team joins to discuss what this means for markets.

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The impact of rising oil prices Sep 22, 2023

Show notes

OPEC production cuts and record demand have driven the price of oil sharply higher. Daan Struyven, head of oil research in Goldman Sachs Research, breaks down the drivers and implications for the broader economy.

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What we’re hearing from some of the world’s largest investors now Sep 15, 2023

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Why are investors increasingly expecting a soft landing as inflation worries persist? Oscar Ostlund, global head of content strategy, market analytics & data science for Marquee in Goldman Sachs Global Banking & Markets, discusses the takeaways from the latest QuickPoll survey of 1,000 institutional investors.

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Normalizing inflation: are ‘hard yards’ ahead? Sep 08, 2023

Show notes

What will it take for US inflation to normalize? Ashok Varadhan, co-head of Global Banking & Markets at Goldman Sachs, discusses US interest rates, the growth in private credit, and why the final push to a target rate might be a ‘game of inches.’

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Are higher rates the new normal? Aug 18, 2023

Show notes

Markets are currently “priced for perfection,” according to some market observers. What factors into that analysis, and what might be missing? Greg Tuorto, a portfolio manager on the fundamental equity team in Goldman Sachs Asset Management, discusses the latest from the Fed, China’s economy, and the new normal of higher rates.

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