Episode (146)
Halaman 8 dari 15
What’s the next tech trade?
Nov 22, 2024Mega cap tech stocks have powered the market higher in 2024. But are there new opportunities for tech investors beyond the 'Magnificent 7'? Sung Cho, a portfolio manager within Goldman Sachs Asset Man...
Why a “Santa Rally” may be ahead
Nov 15, 2024Can US stocks extend their gains through the end of the year? John Flood, head of Americas Equities Sales Trading with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more a...
Is the Trump trade just getting started?
Nov 08, 2024US equities rose sharply on the US election results. Are further gains ahead, and where could the biggest opportunities be now? Shawn Tuteja, who oversees ETF and custom baskets volatility trading in ...
“A great time to buy bonds”
Nov 01, 2024Rates have shot higher since the Fed’s first cut. What’s driving the bond market now, and where are the opportunities for investors? Lindsay Rosner, head of multi-sector investing in Goldman Sachs Ass...
Will earnings boost US stocks?
Oct 25, 2024How have investors reacted to earnings reports, and what do rising rates mean for equities? Mike Washington, equities sales trader with Goldman Sachs Global Banking & Markets, discusses with Chris Hus...
The new equity opportunities
Oct 18, 2024It’s time for equity investors to broaden their portfolios beyond the US tech giants, says Peter Oppenheimer, chief global equity strategist with Goldman Sachs Research. He explains why, and discusses...
The biggest opportunities in US credit markets
Oct 11, 2024This could be a good time to buy lower-rated debt, says Lotfi Karoui, chief credit strategist in Goldman Sachs Research. He discusses the Fed path, the economic backdrop, and credit supply dynamics wi...
Does the China rally have legs?
Oct 04, 2024Chinese equities have shot sharply higher following the announcement of a broad stimulus package. Are more gains ahead? Lu Sun, a senior Asia macro strategist in Goldman Sachs Global Banking & Markets...
Is the US consumer still strong?
Sep 27, 2024This week’s weak consumer confidence number is leading to fresh questions about the resilience of the American consumer. Can the consumer keep powering the US economy, and are there opportunities in t...
“The Fed’s got your back”: What the rate cut means for investors
Sep 20, 2024After the Fed’s 50 basis-point cut, what’s next for central bank policy and for markets? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Chris Huss...