What’s behind the volatility in the currency markets—and how much higher can the dollar go? In the latest episode of Exchanges at Goldman Sachs, Kamakshya Trivedi, Head of Global Foreign Exchange, Interest Rates and Emerging Markets Strategy, discusses what a surging US dollar and falling currencies across markets from the UK and Japan to China and Europe me ... Show More
Sep 15
Why Global Bond Yields Are Surging
Government bond yields have surged to multi-decade highs across the US, UK, Germany, and Japan. George Cole, head of European Rates Strategy for Goldman Sachs Research, says there is a range of factors behind the bond sell-off—from swelling fiscal deficits and borrowing tied to i ... Show More
25m 26s
Sep 2022
Global Macro: Intervention & Inflation
<p>Amidst increased volatility across credit, equity and FX markets, many investors this week are wondering, what is the path ahead for Fed intervention? Chief Cross Asset Strategist Andrew Sheets, Global Chief Economist Seth Carpenter and Head of Thematic and Public Policy Resea ... Show More
10m 14s
Jul 2022
Prof G Markets: U.S. Equity Market, Strong Dollar, and Semiconductors
This week on Prof G Markets, Scott evaluates the recent rise in U.S. equities, warns about external sources of downside risk, and discusses what the surging dollar tells us about currency markets, including who wins and who loses with euro parity. Then it’s the latest on the Elon ... Show More
26m 45s
Apr 2025
“The most attractive hedge”
Will the US dollar keep sliding? And are compelling trades cropping up as a result? Brian Dunne, head of Americas Foreign Exchange Options Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. This episode was recorded on April 24, 2025. Learn more about ... Show More
8m 56s
Jul 2024
The Dollar Flexes Its Beach Muscles
Two top strategists talk currencies, the nation debt, international stocks, and the U.S. election. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
29m 28s
<p>With rates and currency markets experiencing increasing volatility, the state of global U.S. dollar supply has begun to force central bank moves, leaving the question of when and how the Fed may react up for debate.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welc ... Show More