As the S&P 500 continues to notch record highs, questions have arisen around concentration, sentiment, and valuations. So what's really driving US equities – and can the rally continue? John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, discusses with Goldman Sachs Research’s Chris Hussey.
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Jun 12
‘It’s a Generational Opportunity’
Despite recent wobbles in the US equity market, Muhammad Qubbaj, co-head of US Interest Rate Products in Goldman Sachs Global Banking & Markets, believes the rally is on firm footing. He discusses the outlook for stocks and bonds, and explains why he’s not yet concerned about the ... Show More
10m 56s
Feb 2022
Navigating volatility, supply shock ahead?, and the rate hike debate
Stocks are higher for the 2nd day in a row, with the Dow rallying nearly 800 points. But can the rally last if geopolitics get worse? We’ll explore.
Plus, oil is dropping today, but Jeff Currie says uncertainty around Russia sanctions could still send crude to $125 per barrel. He ... Show More
43m 53s
May 2024
A New Price Target for the S&P 500 5/15/24
<p>Scott Wapner and the Investment Committee discuss record setting stocks as the S&P and NASDAQ reach new high. Plus, BMO’s Brian Belski joins us with a new price target for the S&P 500, the highest on the street. And later, The Committee share their latest portfolio moves. </p> ... Show More
44m 28s
Dec 2024
Should investors worry about market concentration?
The top 10 stocks in the S&P 500 account for an outsized share of the index’s market cap and of its stellar 2024 performance. Goldman Sachs Research’s David Kostin, chief US equity strategist, and Owen Lamont, senior vice president and portfolio manager at Acadian Asset Managemen ... Show More
20m 15s
Aug 2021
Keep Riding the Record Rally?
Brian Sullivan and the Investment Committee debate how much is left in the tank for stocks, as the market posts new record highs for the month. Is a correction coming this fall?
Plus, big news on PayPal. And, the latest damage from Hurricane Ida and how it will affect the ene ... Show More
44m 38s
Jul 2024
The Continued Stock Surge 7/8/24
<p>Scott Wapner and the Investment Committee discuss the continued stock surge as the S&P and NASDAQ hit more new highs. Plus, the desk discusses the latest Calls of the Day on Union Pacific, JPMorgan, ServiceNow and more. And later, Corning leads the S&P today, it’s our Chart of ... Show More
44m 13s
Jan 2025
S&P 500: New Highs, Same Valuation Questions
At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence.
(00:44) Jason Moser and Asit Sharma discuss:
- The S&P 500s new highs, what to make of the market’s val ... Show More
40m 24s