Goldman Sachs The Markets

75 Episodes

1. Why a “Santa Rally” may be ahead

   Published: 11/15/2024
2. Is the Trump trade just getting started?

   Published: 11/8/2024
3. “A great time to buy bonds”

   Published: 11/1/2024
4. Will earnings boost US stocks?

   Published: 10/25/2024
5. The new equity opportunities

   Published: 10/18/2024
6. The biggest opportunities in US credit markets

   Published: 10/11/2024
7. Does the China rally have legs?

   Published: 10/4/2024
8. Is the US consumer still strong?

   Published: 9/27/2024
9. “The Fed’s got your back”: What the rate cut means for investors

   Published: 9/20/2024
10. Can the US rally get back on track?

    Published: 9/13/2024
11. What the jobs report means for markets

    Published: 9/6/2024
12. The case for a tech comeback

    Published: 8/16/2024
13. “A solid buying opportunity”: Making sense of the market shakeout

    Published: 8/9/2024
14. What Fed cuts will mean for markets

    Published: 8/2/2024
15. Is the big tech trade over?

    Published: 7/26/2024
16. Divergence watch: ECB decision and central banks’ policy paths

    Published: 7/19/2024
17. Inflation cools, election heats up

    Published: 7/12/2024
18. Markets at midyear: AI & elections in focus

    Published: 6/28/2024
19. What could drive the S&P 500 even higher?

    Published: 6/21/2024
20. Are markets overreacting to inflation data?

    Published: 6/14/2024