Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast. Vedi di più
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Are markets pricing in the potential of a default?
Debt 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 Management, on The Markets podcast.
26/5/2023
7:42
Why European stocks are beating US equities
Breaking 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 Asset & Wealth Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
19/5/2023
9:48
Pricing in the probability of a recession
Analyzing 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 The Markets, a new weekly podcast from Goldman Sachs Exchanges.
Explaining 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, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
5/5/2023
8:08
Volatility, Earnings, and European Equities
Discussing 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 strategist on the European Portfolio Strategy team, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.