Bond and equity markets are sliding after a strong US jobs report. Where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist on the Fixed Income team in Goldman Sachs Asset Management, discusses with Chris Hussey.
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Aug 21
Why US Equity Returns Are Broadening Beyond AI Stocks
While artificial intelligence (AI) has been a key driver of US stocks, a wider range of sectors is starting to power the S&P 500, says Shawn Tuteja, head of ETF and Custom Basket Volatility Trading in Goldman Sachs FICC and Equities, on The Markets podcast. Tuteja also discusses ... Show More
12m 33s
Aug 14
How Inflation and Fiscal Policy Are Driving US Treasury Markets
With a month to go until the Federal Reserve’s next rate decision, inflation is increasingly in focus for the US bond market, says Mike Mitchell, head of US Treasury and Inflation Trading in Goldman Sachs Global Banking & Markets. He explains why recent inflation data suggests th ... Show More
11m 49s
Aug 7
Why US Stocks May ‘Grind Higher’
Ashok Varadhan, co-head of Global Banking & Markets at Goldman Sachs, shares his outlook on assets from credit and stocks to oil. This episode also covers recent moves in AI-led stocks and currency markets, and why Varadhan does not expect the Federal Reserve to hike rates in 202 ... Show More
7m 52s
Mar 2022
What the Dollar Surge Means For Markets, and Two Tales of Transports
Commodities and the dollar jumping this week as markets take another big breather. But will the downtrend continue in the coming weeks? The traders break down their outlook. Plus, the airlines have taken a major hit in recent days, but the broader transports actually eked out a g ... Show More
22m 17s
May 2022
Jobs, Rate Hike, Stocks on Sale
Busy week for investors as the April jobs report came two days after the Federal Reserve raised interest rates a half-percent. (0:30) Ron Gross and Jason Moser discuss: - Pitfalls and potential for stock investors
- Rocky times for e-commerce companies Etsy, Shopify, and Wayfai ... Show More
39m 34s
Aug 2022
Market’s Sizzling July – ETF Trends Behind the Rally 8/01/22
CNBC’s Bob Pisani spoke with Ben Slavin, Global Head of ETFs at BNY Mellon, and Andrew McOrmond, Managing Director and founding partner at WallachBeth Capital. With the economy slowing down and a Federal Reserve pivot on the horizon, how should ETF investors be positioning themse ... Show More
28m 50s
Oct 2021
How a Top Stock Picker Sees the Market Right Now
Stephanie Link, the Chief Investment Strategist of Hightower Advisors, joins the Express to identify where she sees the greatest opportunities and risks in the stock market right now. Plus, what's behind the recent surge in commodity prices, and brace yourselves for another wave ... Show More
29m 42s
