Episodes

  • Are markets overreacting to inflation data?

    Are markets overreacting to inflation data?
    Jun 14 2024
    Cooling inflation data would seem to give the Federal Reserve room to cut rates, but the Fed this week reduced its forecast for the number of rate cuts. How should investors make sense of the macro environment now? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Ashish Shah, global co-head and CIO of Public Investing with Goldman Sachs Asset Management.
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    9 mins
  • Is India still attractive for investors?

    Is India still attractive for investors?
    Jun 7 2024
    Indian markets have endured a wild week, as investors struggle to make sense of an election that has weakened Prime Minister Narendra Modi’s majority. What’s behind the volatility, and are dents forming in India’s long-term growth picture? Hiren Dasani, co-head of Emerging Markets Equity and lead portfolio manager of India Equity Strategies for Goldman Sachs Asset Management, joins Chris Hussey of Goldman Sachs Research to discuss.
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    10 mins
  • Consumer stocks: Finding the winners

    Consumer stocks: Finding the winners
    May 31 2024
    Recent earnings and economic data are putting the US consumer in focus. So what have we learned about the state of the consumer, and which subsectors are coming out ahead? Scott Feiler, a consumer sector specialist in Global Banking & Markets, joins Goldman Sachs Research’s Chris Hussey to discuss how investors are weighing the US consumer.
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    8 mins
  • Why copper is hitting record highs

    Why copper is hitting record highs
    May 24 2024
    Copper— the metal that's critical for everything from wind turbines to electric grids—surged over the past week. Where do copper prices go from here? Adam Gillard on the commodities institutional sales team in Global Banking & Markets, explains why copper spiked and what this tells us about the global economy.
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    8 mins
  • A market friendly data print— for now

    A market friendly data print— for now
    May 17 2024
    While this week’s CPI print shows that inflation eased in April, consumer prices are still on the rise. What does this mean for the Fed’s next move? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, provides his view on policy and markets.
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    9 mins
  • Why big tech's earnings reveal a "bifurcated market"

    Why big tech's earnings reveal a "bifurcated market"
    May 10 2024
    While large cap tech stocks have powered the market higher, companies' earnings reports tell a more mixed story. Goldman Sachs' Peter Callahan, US TMT sector specialist in Global Banking & Markets, breaks down big tech’s earnings and what he expects for the sector.
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    6 mins
  • Currencies, rates, and a volatile yen

    Currencies, rates, and a volatile yen
    May 3 2024
    The Japanese yen has been depreciating against the US dollar, hitting its lowest point in over three decades last week. What does this mean for markets and global investors? Global Banking & Markets’ Lindsay Matcham discusses the recent Fed and BoJ moves.
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    7 mins
  • Why investors should “expect the chop to continue”

    Why investors should “expect the chop to continue”
    Apr 26 2024
    How are investors responding to a busy earnings week but a weaker-than-expected GDP number? Brian Garrett, head of the equity execution team on the Cross Asset Sales desk in Global Banking & Markets, discusses why investors should expect equity volatility to continue.
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    10 mins