Amid increasing geopolitical uncertainty and a volatile bond market, the US economy continues to surprise to the upside. Ben Snider, senior strategist on the US portfolio strategy macro team in Goldman Sachs Research, explains the implications and why foreign buyers are flocking to US stocks.
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Nov 6
The US Midterms: Reshaping the Stock Market
The US midterm elections could strengthen the stock market rotation that was already underway, says Lou Miller, global head of Custom Basket Trading in Goldman Sachs FICC and Equities. Traditional defensive sectors such as consumer staples are expensive right now, but healthcare ... Show More
6m 43s
Oct 2022
US inflation shocker leaves trail of confusion in markets
Send us Fan MailUS inflation surprises to the upside, boosting Fed rate bets. Dollar jumpsand stocks drop, before a stunning turnaround. Yen sinks even deeper,sterling capitalizes on political reversal.Risk Warning: 77.74% of retail investor accounts lose money when trading CFDs ... Show More
4m 34s
Oct 2022
Breaking Down the Dollar's Rise
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 an ... Show More
19m 33s
Nov 2022
U.S. Stocks Are in a Bear Market, So Why Are Investors Buying?
Despite an unsettled economy and rising interest rates that have rattled Wall Street, investors continue to favor U.S. stocks over foreign equities. WSJ markets reporter Eric Wallerstein joins host J.R. Whalen to explain why, and what it means for your portfolio. Hosted by Simple ... Show More
6m 33s
Nov 2021
Andrew Sheets: Bond Markets Get Jumpy
<p>Over the last decade, bonds have been a source of stability. But, with surprising moves this past month, they’ve now become a risk-management challenge that stands out amongst other asset classes.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. ... Show More
3m 11s