Markets make sense of the Fed

Goldman Sachs The Markets

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The So What from BCG

1
Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

7 dagen geleden18:09

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18:09

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

ongeveer een jaar geleden 8:31

MP3•Thuis aflevering

What was behind the volatile market reaction to this week’s Fed decision – and where are the opportunities for bond investors now? Lindsay Rosner, head of multi-sector investing in Goldman Sachs Asset Management, discusses with Mike Washington.

Recorded on January 29, 2025.

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87 afleveringen

#Business #Goldman Sachs

Markets make sense of the Fed

Goldman Sachs The Markets

49 subscribers

published ongeveer een jaar geleden

MP3•Thuis aflevering

Recorded on January 29, 2025.

Learn more about your ad choices. Visit megaphone.fm/adchoices

87 afleveringen

#Business #Goldman Sachs

Alle afleveringen

1
Is the US consumer in trouble? 7:36

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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 27 th , 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Why gold could rise even higher 9:10

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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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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The 1982 playbook 10:12

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After a hotter-than-expected inflation report, questions about fiscal and monetary policy are becoming increasingly urgent. What could it all mean for investors? Anshul Sehgal, head of US interest rate products in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on February 12 th , 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Finding opportunities in a “trickier” market 8:04

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After a year of smooth sailing for US stocks, the word of 2025 has been “dispersion.” How can investors take advantage of this more complicated environment? Brian Garrett, head of the equity execution team on the Cross Asset Sales desk in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on February 6 th , 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Markets make sense of the Fed 8:31

5 weeks geleden8:31

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The key US equity theme for 2025 10:04

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With the Fed’s policy approach shifting, will “quality” stocks outperform in the months ahead? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, shares his outlook with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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The perfect setup for US stocks? 10:42

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Inflation is coming down, while the employment picture is surprisingly robust. What does the latest economic data mean for the Fed – and for markets? Josh Schiffrin, chief strategy officer and head of financial risk for Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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What the huge jobs number means for investors 9:12

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Bond and equity markets are sliding after a strong US jobs report. Where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist on the Fixed Income team in Goldman Sachs Asset Management, discusses with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices

1
Why US stocks could keep rising in 2025 9:48

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US stocks sunk after the Fed reduced its rate-cutting forecast for 2025. But is this an overreaction – and where are the opportunities for investors now? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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“US exceptionalism all over again” 8:47

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Did this week’s inflation data give the Fed the go-ahead to cut rates – and where’s the opportunity for investors now? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
What Black Friday numbers say about the US consumer 8:27

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US retail stocks have been rallying recently. Will the holiday shopping season give investors a new reason to buy? Scott Feiler, consumer sector specialist with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices

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What’s the next tech trade? 7:37

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Mega cap tech stocks have powered the market higher in 2024. But are there new opportunities for tech investors beyond the 'Magnificent 7'? Sung Cho, a portfolio manager within Goldman Sachs Asset Management and co-head of the US equity team, joins Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Why a “Santa Rally” may be ahead 8:11

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Can US stocks extend their gains through the end of the year? John Flood, head of Americas Equities Sales Trading with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Is the Trump trade just getting started? 10:05

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US equities rose sharply on the US election results. Are further gains ahead, and where could the biggest opportunities be now? Shawn Tuteja, who oversees ETF and custom baskets volatility trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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“A great time to buy bonds” 10:22

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Rates have shot higher since the Fed’s first cut. What’s driving the bond market now, and where are the opportunities for investors? Lindsay Rosner, head of multi-sector investing in Goldman Sachs Asset Management, discusses with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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