Goldman Sachs The Markets

75 Episodes

1. Market takeaways from 2024’s World Economic Forum

   Published: 1/19/2024
2. What the latest inflation data means for markets, the Fed, and investors’ portfolios

   Published: 1/12/2024
3. What's ahead for tech stock valuations?

   Published: 1/5/2024
4. As the Fed stays put, markets bet on timing of rate cuts

   Published: 12/15/2023
5. Why markets will be living in a strong US dollar world

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

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

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

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

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

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

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

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

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

    Published: 9/29/2023
15. The impact of rising oil prices

    Published: 9/22/2023
16. What we’re hearing from some of the world’s largest investors now

    Published: 9/15/2023
17. Normalizing inflation: are ‘hard yards’ ahead?

    Published: 9/8/2023
18. Are higher rates the new normal?

    Published: 8/18/2023
19. What this week's CPI tells us about US economic health 

    Published: 8/11/2023
20. Why markets are in a period of 'normalization, not nirvana'

    Published: 8/4/2023