A sharp decline in consumer sentiment is leading to questions about consumer strength. Are investors right to be concerned, and where are the opportunities in consumer stocks now? Scott Feiler, consumer sector specialist in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on February 27th, 2025.
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Sep 26
A Contrarian Call on Europe
After a stunning rally for US stocks, can investors find better opportunities in other markets? Mark Wilson, Head of Equities Franchise Sales in Global Banking & Markets, discusses with Chris Hussey. Recorded on September 24, 2025. The opinions and views expressed herein are as o ... Show More
10m 30s
Jul 2024
Can the US consumer stay strong?
The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog, co-business unit leaders of US consumer, discuss the outlook for consumer spend ... Show More
21m 58s
Jun 2025
How Tariffs Are Disrupting Retail and Consumer Confidence
Gideon Bornstein, Wharton Assistant Professor of Finance, discusses how ongoing tariff uncertainties and fluctuating consumer confidence are impacting retailers’ pricing strategies, supply chains, and economic outlooks, offering insights into what this means for the broader macro ... Show More
8m 34s
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
25m 55s
Apr 2025
Tech Stocks Sell Off Amid Tariff Backlash
Bloomberg’s Caroline Hyde discusses how investors are reacting to tariffs as the magnificent seven and other tech names drop. Mark Mahaney, Evercore ISI managing partner, explains the global impact tech firms could face in a trade war. And Sowmyanarayan Sampath, Verizon Consumer ... Show More
43m 2s
Aug 22
S&P 500 continues to slide, while Walmart warns of tariff impact
US stocks extended their losses amid trade tensions and mixed corporate earnings. Stronger-than-expected PMI data and warnings from Walmart, the US retail giant, that Trump's tariffs are driving up costs, have heightened inflation concerns and lifted yields. As markets are lookin ... Show More
12m 1s