The Markets

What’s driving the rise in US Treasury yields, and what could be ahead for the bond market? Phillip Lee, head of Real Money Rate Sales in Goldman Sachs Global Banking & Markets, shares his outlook wit...

As AI stocks drive the S&P 500 and Nasdaq to record highs, are fears of a bubble warranted? And what are the newest opportunities in the AI equipment trade?  Shawn Tuteja, who oversees ETF and custom ...

Oil prices have fallen thanks to investor optimism that the Iran conflict could soon be resolved. But the situation may be more complicated than it appears, cautions Jerome Dortmans, co-head of Global...

After a divisive FOMC meeting, what policy shifts could lie ahead for the Fed? And what are tech giants’ earnings telling us about the AI trade? Anshul Sehgal, global co-head of Fixed Income, Currency...

After years of underperformance, small-cap equities may be poised for a sustained rally. Where should investors look for opportunities? And can this momentum withstand macro volatility? Greg Tuorto, h...

US equities have staged a powerful rebound, coming back from their late-March lows to hit all-time highs. Are more gains ahead, or should traders look to take profits? And what could earnings tell us ...

After a huge one-day rally on the Iran ceasefire deal, is there still room for stocks to go higher? And what’s the best way for investors to take bullish positions on US equities now? Lee Coppersmith,...

Bond yields have risen sharply in the past month. Is this move an overreaction – and is it creating opportunities for investors? Lindsay Rosner, Head of Multi-Sector Investing in Goldman Sachs Asset M...

While the S&P 500 has traded within a relatively narrow range this year, there are significant signals of stress below the surface, says John Storey, Co-Head of Equities Distribution in Goldman Sachs ...

Geopolitical uncertainty and a decline in S&P 500 liquidity are prompting institutional investors to hedge against macro risks. How are investors responding to surging volumes and shifting thematic tr...