U.S. GDP for the first quarter of 2023 rose slower than estimates, refreshing stagflationary fears for investors.
Maggie Lake is joined by George Milling-Stanley, chief gold strategist at State Street Global Advisors, to discuss his expectations for gold in 2023, how the current stress in U.S. banks impacts the precious metals, and how to position your portf ... Show More
Oct 5
How Much Longer Can This Cycle Run? w/ Andreas & Mikkel | Macro Mondays Oct. 5, 2026
Andreas Steno and Mikkel Rosenvold are back to tackle the question that matters most for markets right now: are we still mid-cycle, or are the warning signs of a late-cycle economy starting to pile up? They also head to Europe, where surging French bond yields, political uncertai ... Show More
33m 1s
Sep 21
Are Markets About to Take Off Again? | Macro Mondays: September 21, 2026
Andreas Steno and Mikkel Rosenvold are back to ask whether markets are beginning to resemble the setup we saw in March. With the Fed having hiked, yields elevated, and oil moving lower, are the conditions falling into place for another leg higher? They also unpack the new U.S.–De ... Show More
27m 20s
Oct 2025
Gold glitters, stocks rally, and China’s cracks
European and US equities edged higher as gold held above USD 4,000/oz amid ongoing economic and political uncertainty. Despite strong travel data, Chinese consumer sentiment remains weak, while Germany’s industrial downturn fuels structural concerns. With the Fed maintaining a do ... Show More
14m 44s
Apr 2025
Gold shines brighter as Liberation Day looms
<p>European markets dropped yesterday but US stocks rebounded and the S&P 500 index closed up 0.6%, although this wasn’t enough to stop the benchmark index from posting its worst month in two years. Gold hit a fresh all-time high, up 1.2%, as investors sought safety amid conc ... Show More
11m 23s
Feb 2020
02-20-20: Citi Analyst: Gold May Top $2,000 Per Ounce In Next 12 To 24 Months
As the record bull market stretches on, and as the coronavirus outbreak incites fears of a potential slowdown in global growth, could gold be a way for investors to hedge risks to the downside? Today's Stocks & Topics: SWM - Schweitzer-Mauduit International Inc., X - United State ... Show More
46m 49s
May 2025
Stagflation and the Fed's next move
As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his perspective on how monetary policymakers will navigate slower growth and sticki ... Show More
13m 42s
Jan 2023
What’s ahead for economies and markets in 2023?
What’s in store for economies and markets in 2023? In the latest episode of Exchanges at Goldman Sachs, Jan Hatzius, head of Goldman Sachs Research and the firm’s chief economist, and Dominic Wilson, Senior Advisor in the Global Markets Research Group, explain why they believe th ... Show More
31m 27s