Episode (146)
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Can tech continue to dominate the markets?
Jan 26, 2024Tech 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 In...
Market takeaways from 2024’s World Economic Forum
Jan 19, 2024What 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 Fundamen...
What the latest inflation data means for markets, the Fed, and investors’ portfolios
Jan 12, 2024A 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...
What's ahead for tech stock valuations?
Jan 05, 2024The 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 ...
As the Fed stays put, markets bet on timing of rate cuts
Dec 15, 2023Has 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’...
Why markets will be living in a strong US dollar world
Dec 08, 2023Against 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 “slowl...
How are investors approaching today’s market strength?
Dec 01, 2023The 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 ...
What are retail earnings and CPI telling us about the US consumer?
Nov 17, 2023As 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 & Mar...
Are emerging markets due for a comeback?
Nov 10, 2023While 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...
What the BoJ’s latest move means for global yields
Nov 03, 2023This 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. ...