Mar 6

New Worries

A weaker-than-expected employment report, and increasing geopolitical concerns, are leading to significant market volatility. How should investors make sense of this environment? Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk for Goldman Sachs Global Banking & ... Show More

8m 27s

Mar 4

$120 Oil Ahead?

The conflict in Iran has led to a significant spike in oil prices. What will determine the commodity’s next move, and how much higher could oil prices rise? Jerome Dortmans, co-head of Global Oil and Products Trading in Goldman Sachs Global Banking & Markets, discusses with Chris ... Show More

12m 49s

Feb 27

A New Way to Trade Emerging Markets

Emerging market equities have continued to rally in 2026. What’s driving the gains, and where are the opportunities now? Stratford Dennis, head of emerging market equities trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading ... Show More

9m 54s

Feb 2025

The Fed and Inflation: What’s Next?

Wharton professors Nick Roussanov and Peter Conti-Brown join host Dan Loney to discuss the latest inflation data and what steps the Fed may take to keep it under control.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel= ... Show More

21m 14s

Mar 2025

How tariffs will impact the US economy

Goldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy. This episode was recorded on March 10, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

19m 30s

Jun 2024

Are we getting inflation right? With Neel Kashkari

<p>Today on the show Soumaya Keynes talks about macroeconomic mistakes and the interest rate outlook with Neel Kashkari, president of the Federal Reserve Bank of Minneapolis. FT economics commentator Chris Giles joins them to discuss what the Fed got right and wrong abo ... Show More

25m 57s

May 2023

Inflation Will Fall, Just Not the Way You Think

Inflation will eventually come down, but not rapidly or in the way it would have in previous years. So says Sharon Bell, managing director and senior European equity strategist at Goldman Sachs. She tells Merryn Somerset Webb on this week’s Merryn Talks Money that the reason for ... Show More

43m 21s

Apr 2025

Beware Of The Bond Market Swings

<p>On today’s show I want to share some guidance that I gave you on the podcast only a few days ago. I’m not here to trumpet anything or take a victory lap or anything like that. I’ve experienced a phenomenon whereby I will make a prediction or an observation on the podcast, and ... Show More

8m 14s

Feb 2022

Episode #96 - Peter Boockvar and the Fed's Hobson's Choice on the Economy

With the Fed raising rates all the talk of the markets and my increasingly esoteric take on the political dynamics at play, this week I chat with Blakeley Advisory Group CFO Peter Boockvar about what he thinks is going on with the Fed and the central banks in general as a counter ... Show More

44m 16s

Oct 2024

Talking Heads – What's in the mix for yields of US Treasuries?

Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that have led to the recent rise in yields of US Treasuries and what may happen next. At a time of multiple possible paths for US policy rates they dis ... Show More

12m 47s

Jul 2023

Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply

Mark Cabana, head of US Rates Strategy at BofA Global Research, joins Forward Guidance to share insights on today’s very strange bond market. Cabana, a former officer at the Markets Group at the Federal Reserve Bank of New York, explains his bullish case for the 10-year U.S. Trea ... Show More

56m 14s

Aug 2025

178. Emergency Episode: Is This The End of the Federal Reserve?

Send a textIn this emergency episode of The Skinny on Wall Street, Kristen and Jen dive into the breaking news that President Trump has moved to fire Federal Reserve Governor Lisa Cook over accusations of mortgage fraud. Using this moment as a springboard, they break down the fun ... Show More

35m 23s

Aug 2019

U.S. Economy: Is a Long Shallow Recession on the Way?

Wharton’s Jeremy Siegel and David Rosenberg of Gluskin Sheff expect the Fed to cut interest rates in the coming year as the latest GDP report reveals some troubling trends. But they disagree on whether the slowdown will lead to a recession.<hr><p style='color:grey; font-size:0.75 ... Show More

28m 39s

The 1982 playbook