With inflation coming down, and US elections on the horizon, what should investors be focused on now? Mike Cahill, senior currency strategist within Goldman Sachs Research, joins Jen Roth in Global Banking & Markets to discuss how markets are reacting to new CPI data, and how US elections are impacting currencies.
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Finding Opportunities in Financials
Can US financials outperform in 2026 – and where are the most attractive opportunities? Christian DeGrasse, financial sector specialist in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on February 4, 2026. The ... Show More
10m 26s
Jan 30
Long Gold and Long Stocks
Do investors need a new barbell strategy? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses market drivers and portfolio positioning with Chris Hussey on the Goldman Sachs trading floor. This episode was r ... Show More
12m 11s
Aug 2025
Trump Targets the Fed, French Markets in Turmoil & UK Inflation Surges Again
Piers is back on the mic, and just in time. The markets are heating up and so is the political pressure. In this episode, Anthony and Piers unpack Trump’s latest attack on the Federal Reserve, this time zeroing in on Governor Lisa Cook with allegations of mortgage fraud. Is this ... Show More
45m 5s
Jan 2025
The Trading Floor: CPI Relief & Wall Street Rakes in Record Profits
In this episode, Anthony and Piers unpack record-breaking earnings from J.P. Morgan, Goldman Sachs, and Citigroup, driven by surging trading revenue, rising investment banking fees, and resilient consumer spending. With inflation easing in both the UK and US, markets are feeling ... Show More
29 m
Oct 2024
Alejandra Grindal: Back Into Balance – Jobs, Inflation, & Markets
Back into balance. That’s where the job market, U.S. inflation, and other key economic indicators are headed. And THAT has major 2025 implications – both for the underlying economy AND the stock market. Those were just a few of the key insights Alejandra Grindal, chief economist ... Show More
15m 5s
Oct 2024
Sam Stovall: The Election, The Fed, & The Market Road Ahead
What stocks should you buy? What sectors should you target? Ask 10 different experts and you might get 10 different answers. But Sam Stovall, Chief Investment Strategist at CFRA Research, likes to provide answers grounded in factual analysis, hard data, and historical patterns. A ... Show More
19m 6s
May 2025
How Policy Shifts Fuel Wall Street’s Rollercoaster
Itay Goldstein, Wharton Professor of Finance and Economics, discusses how the Trump administration’s tariff announcements and debates over Federal Reserve independence have introduced uncertainty into financial markets, driving volatility and investor anxiety. Hosted on Acast. Se ... Show More
8 m
Jul 2025
How does inflation impact asset prices?
Inflation is everywhere—in the headlines, in central bank decisions, and in the market moves that follow. In this episode, we break down what inflation really is, how it’s measured, and why it matters so much to central banks, investors, and asset prices. From CPI and PCE to core ... Show More
10m 15s
<p>Our head of Corporate Credit Research Andrew Sheets provides an overview of uncertainty around policy following the election of a Republican administration.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, head of C ... Show More
