The Markets
By Goldman Sachs
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Category: Business
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Subscribers: 128
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Episodes: 124
Description
Goldman Sachs leaders and analysts break down the key issues moving markets in this podcast.
| Episode | Date |
|---|---|
|
Are More Rate Cuts Coming?
|
Dec 12, 2025 |
|
Why the Dollar Could Drop
|
Dec 05, 2025 |
|
Why Stocks Are Getting Wild
|
Nov 25, 2025 |
|
Consumer Concerns and Equity Opportunities
|
Nov 21, 2025 |
|
How to Trade a Credit Expansion
|
Nov 14, 2025 |
|
Rise of the Retail Investor
|
Nov 07, 2025 |
|
A “Blow-Off Top” Ahead?
|
Oct 31, 2025 |
|
Can the China Rally Continue?
|
Oct 24, 2025 |
|
The Bubble Question
|
Oct 17, 2025 |
|
Can the Rally Continue?
|
Oct 10, 2025 |
|
Hidden Volatility
|
Oct 03, 2025 |
|
A Contrarian Call on Europe
|
Sep 26, 2025 |
|
Will Fed Cuts Drive Stocks Higher?
|
Sep 19, 2025 |
|
Sentiment Check on Tech
|
Sep 12, 2025 |
|
What the Weak Jobs Report Means For Markets
|
Sep 05, 2025 |
|
The Fed Cut Playbook
|
Aug 15, 2025 |
|
Still Bullish on Big Tech
|
Aug 08, 2025 |
|
“Stocks Are Still Very Undervalued”
|
Aug 01, 2025 |
|
Will the dollar keep dropping?
|
Jul 25, 2025 |
|
Global income plays
|
Jul 18, 2025 |
|
The three top equity market themes
|
Jul 11, 2025 |
|
Climbing the “wall of worry”
|
Jun 27, 2025 |
|
European opportunities
|
Jun 20, 2025 |
|
Staying long US assets
|
Jun 13, 2025 |
|
“This is what people were hoping for”
|
Jun 06, 2025 |
|
Why emerging markets could keep rallying
|
May 30, 2025 |
|
Fade the S&P 500 rally?
|
May 23, 2025 |
|
Why tech stocks could keep rallying
|
May 16, 2025 |
|
“Long stocks, short bonds”
|
May 09, 2025 |
|
Time to buy bonds?
|
May 02, 2025 |
|
“The most attractive hedge”
|
Apr 25, 2025 |
|
Opportunities amidst historic volatility
|
Apr 11, 2025 |
|
Tariffs could spark “a new rotation” in US equities
|
Apr 04, 2025 |
|
Can US equities rally again?
|
Mar 28, 2025 |
|
Bonds or stocks: The 2025 income play
|
Mar 21, 2025 |
|
“The US is still the place to be”
|
Mar 14, 2025 |
|
Buy the dip in US equities?
|
Mar 07, 2025 |
|
Is the US consumer in trouble?
|
Feb 28, 2025 |
|
Why gold could rise even higher
|
Feb 21, 2025 |
|
The 1982 playbook
|
Feb 14, 2025 |
|
Finding opportunities in a “trickier” market
|
Feb 07, 2025 |
|
Markets make sense of the Fed
|
Jan 31, 2025 |
|
The key US equity theme for 2025
|
Jan 24, 2025 |
|
The perfect setup for US stocks?
|
Jan 17, 2025 |
|
What the huge jobs number means for investors
|
Jan 10, 2025 |
|
Why US stocks could keep rising in 2025
|
Dec 20, 2024 |
|
“US exceptionalism all over again”
|
Dec 13, 2024 |
|
What Black Friday numbers say about the US consumer
|
Dec 06, 2024 |
|
What’s the next tech trade?
|
Nov 22, 2024 |
|
Why a “Santa Rally” may be ahead
|
Nov 15, 2024 |
|
Is the Trump trade just getting started?
|
Nov 08, 2024 |
|
“A great time to buy bonds”
|
Nov 01, 2024 |
|
Will earnings boost US stocks?
|
Oct 25, 2024 |
|
The new equity opportunities
|
Oct 18, 2024 |
|
The biggest opportunities in US credit markets
|
Oct 11, 2024 |
|
Does the China rally have legs?
|
Oct 04, 2024 |
|
Is the US consumer still strong?
|
Sep 27, 2024 |
|
“The Fed’s got your back”: What the rate cut means for investors
|
Sep 20, 2024 |
|
Can the US rally get back on track?
|
Sep 13, 2024 |
|
What the jobs report means for markets
|
Sep 06, 2024 |
|
The case for a tech comeback
|
Aug 16, 2024 |
|
“A solid buying opportunity”: Making sense of the market shakeout
|
Aug 09, 2024 |
|
What Fed cuts will mean for markets
|
Aug 02, 2024 |
|
Is the big tech trade over?
|
Jul 26, 2024 |
|
Divergence watch: ECB decision and central banks’ policy paths
|
Jul 19, 2024 |
|
Inflation cools, election heats up
|
Jul 12, 2024 |
|
Markets at midyear: AI & elections in focus
|
Jun 28, 2024 |
|
What could drive the S&P 500 even higher?
|
Jun 21, 2024 |
|
Are markets overreacting to inflation data?
|
Jun 14, 2024 |
|
Is India still attractive for investors?
|
Jun 07, 2024 |
|
Consumer stocks: Finding the winners
|
May 31, 2024 |
|
Why copper is hitting record highs
|
May 24, 2024 |
|
A market friendly data print— for now
|
May 17, 2024 |
|
Why big tech's earnings reveal a "bifurcated market"
|
May 10, 2024 |
|
Currencies, rates, and a volatile yen
|
May 03, 2024 |
|
Why investors should “expect the chop to continue”
|
Apr 26, 2024 |
|
Does the market need rate cuts?
|
Apr 19, 2024 |
|
Turning tail risks into tailwinds
|
Apr 12, 2024 |
|
How investors are managing rising volatility
|
Apr 05, 2024 |
|
Why Today's IPO Market May Surprise You
|
Mar 28, 2024 |
|
How markets are responding to central bank moves
|
Mar 22, 2024 |
|
What tech investors are looking for now
|
Mar 15, 2024 |
|
Breaking down the record highs
|
Mar 08, 2024 |
|
Growth shocks, not just inflation, to be a primary driver of markets
|
Mar 01, 2024 |
|
Can tech continue to power equities to new highs?
|
Feb 23, 2024 |
|
Hedge Fund Outlook for 2024
|
Feb 16, 2024 |
|
Regional banks back in focus on real estate concerns
|
Feb 09, 2024 |
|
How geopolitical instability is affecting markets
|
Feb 02, 2024 |
|
Can tech continue to dominate the markets?
|
Jan 26, 2024 |
|
Market takeaways from 2024’s World Economic Forum
|
Jan 19, 2024 |
|
What the latest inflation data means for markets, the Fed, and investors’ portfolios
|
Jan 12, 2024 |
|
What's ahead for tech stock valuations?
|
Jan 05, 2024 |
|
As the Fed stays put, markets bet on timing of rate cuts
|
Dec 15, 2023 |
|
Why markets will be living in a strong US dollar world
|
Dec 08, 2023 |
|
How are investors approaching today’s market strength?
|
Dec 01, 2023 |
|
What are retail earnings and CPI telling us about the US consumer?
|
Nov 17, 2023 |
|
Are emerging markets due for a comeback?
|
Nov 10, 2023 |
|
What the BoJ’s latest move means for global yields
|
Nov 03, 2023 |
|
What big tech's earnings can tell us about AI, rates and future volatility
|
Oct 27, 2023 |
|
What the volatile bond market means for investors
|
Oct 20, 2023 |
|
The market’s rate expectations
|
Oct 13, 2023 |
|
A more ‘disciplined’ IPO market
|
Oct 06, 2023 |
|
The fixed-income selloff: A new supply-demand dynamic?
|
Sep 29, 2023 |
|
The impact of rising oil prices
|
Sep 22, 2023 |
|
What we’re hearing from some of the world’s largest investors now
|
Sep 15, 2023 |
|
Normalizing inflation: are ‘hard yards’ ahead?
|
Sep 08, 2023 |
|
Are higher rates the new normal?
|
Aug 18, 2023 |
|
What this week's CPI tells us about US economic health
|
Aug 11, 2023 |
|
Why markets are in a period of 'normalization, not nirvana'
|
Aug 04, 2023 |
|
What the Fed’s hike means for the S&P 500
|
Jul 28, 2023 |
|
Why the Nasdaq 100’s rebalancing matters for investors
|
Jul 21, 2023 |
|
Are investors betting the worst is over for U.S. inflation?
|
Jul 14, 2023 |
|
How institutional investors are navigating market crosscurrents
|
Jul 07, 2023 |
|
Are there green shoots in the IPO market?
|
Jun 30, 2023 |
|
Can the global economy withstand higher interest rates?
|
Jun 23, 2023 |
|
What the Fed’s hawkish pause means for markets
|
Jun 16, 2023 |
|
Why the AI-driven tech rally has legs
|
Jun 09, 2023 |
|
What’s next for U.S. Treasuries
|
Jun 02, 2023 |
|
Are markets pricing in the potential of a default?
|
May 26, 2023 |
|
Why European stocks are beating US equities
|
May 19, 2023 |
|
Pricing in the probability of a recession
|
May 12, 2023 |
|
Fed rate hikes, banking stress & debt limit concerns
|
May 05, 2023 |
|
Volatility, Earnings, and European Equities
|
Apr 28, 2023 |
|
A ‘bulletproof’ stock market?
|
Apr 21, 2023 |