Épisodes

  • “A great time to buy bonds”

    “A great time to buy bonds”
    Nov 1 2024
    Rates 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 Asset Management, discusses with Chris Hussey.
    Voir plus Voir moins
    10 min
  • Will earnings boost US stocks?

    Will earnings boost US stocks?
    Oct 25 2024
    How 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 Hussey. He also shares some ideas on where the biggest opportunities could be today.
    Voir plus Voir moins
    11 min
  • The new equity opportunities

    The new equity opportunities
    Oct 18 2024
    It’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 some of the potential opportunities, in this conversation with Chris Hussey.
    Voir plus Voir moins
    9 min
  • The biggest opportunities in US credit markets

    The biggest opportunities in US credit markets
    Oct 11 2024
    This 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 with Chris Hussey.
    Voir plus Voir moins
    9 min
  • Does the China rally have legs?

    Does the China rally have legs?
    Oct 4 2024
    Chinese 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, discusses with Chris Hussey.
    Voir plus Voir moins
    10 min
  • 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.
    Voir plus Voir moins
    9 min
  • “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.
    Voir plus Voir moins
    10 min
  • 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.
    Voir plus Voir moins
    8 min