Goldman Sachs The Markets

100 Episodes

1. “This is what people were hoping for”

   Published: 6/6/2025
2. Why emerging markets could keep rallying

   Published: 5/30/2025
3. Fade the S&P 500 rally?

   Published: 5/23/2025
4. Why tech stocks could keep rallying

   Published: 5/16/2025
5. “Long stocks, short bonds”

   Published: 5/9/2025
6. Time to buy bonds?

   Published: 5/2/2025
7. “The most attractive hedge”

   Published: 4/25/2025
8. Opportunities amidst historic volatility

   Published: 4/11/2025
9. Tariffs could spark “a new rotation” in US equities

   Published: 4/4/2025
10. Can US equities rally again?

    Published: 3/28/2025
11. Bonds or stocks: The 2025 income play

    Published: 3/21/2025
12. “The US is still the place to be”

    Published: 3/14/2025
13. Buy the dip in US equities?

    Published: 3/7/2025
14. Is the US consumer in trouble?

    Published: 2/28/2025
15. Why gold could rise even higher

    Published: 2/21/2025
16. The 1982 playbook

    Published: 2/14/2025
17. Finding opportunities in a “trickier” market

    Published: 2/7/2025
18. Markets make sense of the Fed

    Published: 1/31/2025
19. The key US equity theme for 2025

    Published: 1/24/2025
20. The perfect setup for US stocks?

    Published: 1/17/2025