Gold prices have surged over the past year. What’s driving the rally, and where does the metal fit into portfolios now? Lina Thomas, commodities strategist with Goldman Sachs Research, discusses with Mike Washington.
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Sep 11
What a Fed Rate Hike Could Mean for US Stocks
Investors are pricing in a higher likelihood that the Federal Reserve will hike rates after core CPI inflation rose in August more than economists had estimated. However, a rate hike may not keep the US stock market from climbing higher, says Jonathan Shugar, head of Cross Asset ... Show More
11m 28s
Sep 4
Why Gold Is Expected to Rise to Record Highs
Gold set a record high in January, but uncertainty about US interest rates and disruption from the Iran war have led to an “elongated pause” in the rally, according to Tony Kim, global head of Metals Trading in Goldman Sachs FICC and Equities. Ultimately, Kim expects strong centr ... Show More
11m 44s
Aug 28
What Is the Outlook for Diesel and Gasoline Supplies?
Energy markets have been surprisingly resilient amid the disruption to shipping through the Strait of Hormuz. However, there are few signs of relief in markets for refined products such as diesel, gasoline, and jet fuel, says Nitin Jindal, head of Global Commodities in Goldman Sa ... Show More
8m 18s
Oct 2025
Why is everyone buying gold?
Gold is on fire right now with some gold ETFs outperforming the major stock indexes over the past 12 months. Gold is supposed to be boring, an inflation hedge. But right now, it's responding to something else. Today on the show, we talk to a finance professor about what’s behind ... Show More
9m 51s
Oct 2025
Deep Dive: Is Gold's Surge a Warning for the Economy?
Gold is surging to record highs, climbing nearly 50% this year and approaching $4,000 an ounce.In this Deep Dive, we explore what’s behind the rally, including Trump’s trade moves, the government shutdown, and central banks buying record amounts of gold. Could it be a warning for ... Show More
10m 3s
<p>As gold prices reach new all-time highs, Metals & Mining Commodity Strategist Amy Gower discusses whether the rally is sustainable.</p><p><br></p><p>Read more <a href="https://www.morganstanley.com/ideas?cid=mg-SM_CORP-insights-17607" rel="noopener noreferrer" target= ... Show More