Goldman Sachs The Markets

71 Episodes

1. Why markets will be living in a strong US dollar world

   Published: 8/12/2023
2. How are investors approaching today’s market strength?

   Published: 1/12/2023
3. What are retail earnings and CPI telling us about the US consumer? 

   Published: 17/11/2023
4. Are emerging markets due for a comeback? 

   Published: 10/11/2023
5. What the BoJ’s latest move means for global yields

   Published: 3/11/2023
6. What big tech's earnings can tell us about AI, rates and future volatility

   Published: 27/10/2023
7. What the volatile bond market means for investors

   Published: 20/10/2023
8. The market’s rate expectations

   Published: 13/10/2023
9. A more ‘disciplined’ IPO market

   Published: 6/10/2023
10. The fixed-income selloff: A new supply-demand dynamic?

    Published: 29/09/2023
11. The impact of rising oil prices

    Published: 22/09/2023
12. What we’re hearing from some of the world’s largest investors now

    Published: 15/09/2023
13. Normalizing inflation: are ‘hard yards’ ahead?

    Published: 8/09/2023
14. Are higher rates the new normal?

    Published: 18/08/2023
15. What this week's CPI tells us about US economic health 

    Published: 11/08/2023
16. Why markets are in a period of 'normalization, not nirvana'

    Published: 4/08/2023
17. What the Fed’s hike means for the S&P 500

    Published: 28/07/2023
18. Why the Nasdaq 100’s rebalancing matters for investors

    Published: 21/07/2023
19. Are investors betting the worst is over for U.S. inflation?

    Published: 14/07/2023
20. How institutional investors are navigating market crosscurrents

    Published: 7/07/2023