Recent earnings and economic data are putting the US consumer in focus. So what have we learned about the state of the consumer, and which subsectors are coming out ahead? Scott Feiler, a consumer sector specialist in Global Banking & Markets, joins Goldman Sachs Research’s Chris Hussey to discuss how investors are weighing the US consumer.
Learn more abou ... Show More
Today
Why Stocks Are Getting Wild
What’s driving the volatility in US equities, and how should investors look to position now? Brian Garrett, head of equity execution on the Cross Asset Sales desk in Global Banking & Markets, discusses with Chris Hussey.
This episode was recorded on November 24, 2025.
The opini ... Show More
7m 22s
Nov 21
Consumer Concerns and Equity Opportunities
As worries about the US consumer intensify, what’s the outlook for earnings and for the holiday shopping season – and are there now opportunities in some of these beaten-down stocks? Scott Feiler, consumer sector specialist in Global Banking & Markets, discusses with Chris Hussey ... Show More
8m 15s
Nov 14
How to Trade a Credit Expansion
The US economy is in the midst of a “handover” from a fiscal expansion to a credit expansion, says Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets. What does that mean for portfolios – and where are the biggest opp ... Show More
10m 52s
Nov 2022
Amid Rising Inflation and Slowing Growth, How is the U.S. Consumer Faring?
As the holiday shopping season kicks off — against a backdrop of high inflation and slowing economic growth — will consumers continue to remain a bright spot in the U.S. economy? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s David Mericle, chief U. ... Show More
22m 45s
Jul 2022
Michelle Weaver: Checking On The Consumer
<p>As inflation continues to be a major concern for the U.S., investors will want to pay attention to how spending, travel and sentiment are changing for consumers.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Michelle Weaver, a U. ... Show More
4m 9s
Jul 2023
Prof G Markets: Inflation’s Descent, Sam Altman’s SPAC, and Private Equity’s Latest Target
This week on Prof G Markets, Scott breaks down what the latest inflation data means for the American economy. He then shares his thoughts on OpenAI CEO Sam Altman taking a nuclear power company public via SPAC. Finally, he explains why private equity firms are circling mom-and-po ... Show More
44m 6s
Apr 2023
Consumer Staples Check-Up, a U.S. Credit Crunch, and Closing Out the Trading Week 04/21/23
<p>Procter & Gamble is kicking off a lineup of earnings for consumer staples stocks as investors look for insight into spending trends. Goldman Sachs' Jason English lays out the sector's trade. Plus, Citigroup says it's premature to rule out the potential for a credit crunch in t ... Show More
45m 16s
Dec 2023
Affirm CEO Talks America's Credit Problem
Max Levchin, CEO of Affirm, a buy now pay later provider, discusses what's wrong with credit in America and why so many consumers are turning to buy now pay later -- and how that threatens financial incumbents. He speaks with Bloomberg's Sonali Basak for this week's Bloomberg Mar ... Show More
23m 36s
Sep 2021
How Healthy is the Global Economic Recovery?
Ethan Harris, Head of Global Economics at Bank of America Merrill Lynch, joins the show to take a stethoscope to economies around the world for health checks. Plus, the markets bent, but didn’t break, after volatility swept in with the Autumn wind. What should investors expect fo ... Show More
25m 57s