Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025.
This episode was recorded on July 17, 2025.
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Oct 2025
Trading Insights: US policy and the impact of tariffs
<p>In this episode, Eloise Goulder sits down with William Tuttle, part of the Global Engagement team at J.P. Morgan, to explore the evolving landscape of U.S. policy and its impact on global markets. From the rise of tariffs and their economic implications to the global race for ... Show More
14m 8s
Apr 2025
“The most attractive hedge”
Will the US dollar keep sliding? And are compelling trades cropping up as a result? Brian Dunne, head of Americas Foreign Exchange Options Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. This episode was recorded on April 24, 2025. Learn more about ... Show More
8m 56s
Jul 2025
The three top equity market themes
What’s driving equities now – and what are investors most focused on? Lou Miller, Global Head of Equity Custom Baskets in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on July 10, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
10m 46s
Jul 2025
Market Moves and Fiscal Fireworks
This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert conte ... Show More
6m 41s
Apr 2025
Lions, and tigers, and tariffs. Oh my!
Today we talk about the economic and market impacts of tariffs, some business partnerships, and a couple of weak earnings reports.
Also, Andy Cross talks to Schwab Chief Investment Strategist Liz Ann Sonders.
And Asit and Jason share two stocks on their radar.
Host: Ron Gross
... Show More
40m 31s
Dec 2024
2025 LTCMAs: Higher starting points but healthier foundations
In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and inflation dynamics are shaping inv ... Show More
26m 36s
Jan 2025
Guess Who's Back (Ep. 119)
<p>The investing world is buzzing as markets rally, inflation softens, and a familiar political figure makes headlines.</p><p>How do these factors shape the current economic picture? What are the implications for portfolios and policies in the months ahead?</p><p>In this episode, ... Show More
38m 21s