Episode (146)
Halaman 15 dari 15
Are markets pricing in the potential of a default?
May 26, 2023Debt ceiling discussions are the primary focus of markets this week but equity and bond markets are reacting in very different ways, explains Candice Tse, a managing director in Goldman Sachs Asset Ma...
Why European stocks are beating US equities
May 19, 2023Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asse...
Pricing in the probability of a recession
May 12, 2023Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Goldman Sachs Research, joins our latest episode of ...
Fed rate hikes, banking stress & debt limit concerns
May 05, 2023Explaining the takeaways from this week’s Fed decision, recent banking sector stress and debt limit concerns, Ashish Shah, chief investment officer of Public Investing in Asset & Wealth Management, jo...
Volatility, Earnings, and European Equities
Apr 28, 2023Discussing US equity volatility hitting a low, the takeaways from US and European earnings, and what to expect in next week’s Fed and ECB meetings, Sharon Bell, Goldman Sachs Research’s senior strateg...
A ‘bulletproof’ stock market?
Apr 21, 2023Breaking down recent bank earnings, China’s GDP, European markets and the tech sector, Tony Pasquariello, global head of hedge fund coverage for Global Banking & Markets, joins the inaugural episode o...