Episodes

  • Is the US consumer still strong?

    Is the US consumer still strong?
    Sep 27 2024
    This 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 the consumer discretionary sector? Scott Feiler, Consumer Sector Specialist within Goldman Sachs Global Banking & Markets, discusses with Equities Sales Trader Mike Washington.
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    9 mins
  • “The Fed’s got your back”: What the rate cut means for investors

    “The Fed’s got your back”: What the rate cut means for investors
    Sep 20 2024
    After 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 Hussey of Goldman Sachs Research.
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    10 mins
  • Can the US rally get back on track?

    Can the US rally get back on track?
    Sep 13 2024
    What factors matter most to equity markets now — and what’s the trade from here? Tony Pasquariello, Global Head of Hedge Fund Coverage in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research.
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    8 mins
  • What the jobs report means for markets

    What the jobs report means for markets
    Sep 6 2024
    Friday’s jobs report came in mixed—the unemployment rate fell, but hiring is slowing. What does that mean for the Fed and for investors? Simon Dangoor, head of Fixed Income Macro strategies in Goldman Sachs Asset Management, discusses with Chris Hussey of Goldman Sachs Research.
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    10 mins
  • The case for a tech comeback

    The case for a tech comeback
    Aug 16 2024
    Can megacap tech stocks resume their market leadership? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses what drove the declines and what could power a comeback in this conversation with equities sales trader Mike Washington.
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    7 mins
  • “A solid buying opportunity”: Making sense of the market shakeout

    “A solid buying opportunity”: Making sense of the market shakeout
    Aug 9 2024
    What drove stocks sharply lower to start the week, and what matters to the biggest investors now? John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, explains the action in US equities and predicts what could be ahead in this conversation with Natasha Tiwana.
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    7 mins
  • What Fed cuts will mean for markets

    What Fed cuts will mean for markets
    Aug 2 2024
    The Fed said Wednesday that it’s getting closer to cutting rates. So what is the Fed focused on now, and how much could cuts impact markets? Josh Schiffrin, Global Head of Trading Strategy in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
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    7 mins
  • Is the big tech trade over?

    Is the big tech trade over?
    Jul 26 2024
    The US tech giants that have powered the equity market are leading the recent decline. So what’s ahead for stocks, and where are the opportunities now? Ben Snider, senior strategist on the US portfolio strategy macro team in Goldman Sachs Research, discusses with Chris Hussey.
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    9 mins