Episode (146)
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What big tech's earnings can tell us about AI, rates and future volatility
Oct 27, 2023The 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 Bankin...
What the volatile bond market means for investors
Oct 20, 2023Amid 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 Goldma...
The market’s rate expectations
Oct 13, 2023This 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 Marke...
A more ‘disciplined’ IPO market
Oct 06, 2023How 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 & Market...
The fixed-income selloff: A new supply-demand dynamic?
Sep 29, 202310-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...
The impact of rising oil prices
Sep 22, 2023OPEC 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 broa...
What we’re hearing from some of the world’s largest investors now
Sep 15, 2023Why 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 Globa...
Normalizing inflation: are ‘hard yards’ ahead?
Sep 08, 2023What 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...
Are higher rates the new normal?
Aug 18, 2023Markets 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 equit...
What this week's CPI tells us about US economic health
Aug 11, 2023Recent economic indicators — from the Consumer Price Index and jobs numbers to the surge in long-term Treasury yields — suggest that the U.S. economy will likely avoid a recession. Ashish Shah, chief ...