Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast.
“Long stocks, short bonds”
May 9, 2025
10:13
Time to buy bonds?
May 2, 2025
10:04
“The most attractive hedge”
April 25, 2025
8:56
Opportunities amidst historic volatility
April 11, 2025
9:38
Tariffs could spark “a new rotation” in US equities
April 4, 2025
11:58
Can US equities rally again?
March 28, 2025
8:58
Bonds or stocks: The 2025 income play
March 21, 2025
8:57
“The US is still the place to be”
March 14, 2025
8:30
Buy the dip in US equities?
March 7, 2025
8:49
Is the US consumer in trouble?
Feb. 28, 2025
7:36
Why gold could rise even higher
Feb. 21, 2025
9:10
The 1982 playbook
Feb. 14, 2025
10:12
Finding opportunities in a “trickier” market
Feb. 7, 2025
8:04
Markets make sense of the Fed
Jan. 31, 2025
8:31
The key US equity theme for 2025
Jan. 24, 2025
The perfect setup for US stocks?
Jan. 17, 2025
10:42
What the huge jobs number means for investors
Jan. 10, 2025
9:12
Why US stocks could keep rising in 2025
Dec. 20, 2024
9:48
“US exceptionalism all over again”
Dec. 13, 2024
8:47
What Black Friday numbers say about the US consumer
Dec. 6, 2024
8:27
What’s the next tech trade?
Nov. 22, 2024
7:37
Why a “Santa Rally” may be ahead
Nov. 15, 2024
8:11
Is the Trump trade just getting started?
Nov. 8, 2024
10:05
“A great time to buy bonds”
Nov. 1, 2024
10:22
Will earnings boost US stocks?
Oct. 25, 2024
10:53
The new equity opportunities
Oct. 18, 2024
9:25
The biggest opportunities in US credit markets
Oct. 11, 2024
8:33
Does the China rally have legs?
Oct. 4, 2024
9:59
Is the US consumer still strong?
Sept. 27, 2024
8:41
“The Fed’s got your back”: What the rate cut means for investors
Sept. 20, 2024
9:54
Can the US rally get back on track?
Sept. 13, 2024
8:22
What the jobs report means for markets
Sept. 6, 2024
9:30
The case for a tech comeback
Aug. 16, 2024
7:21
“A solid buying opportunity”: Making sense of the market shakeout
Aug. 9, 2024
7:19
What Fed cuts will mean for markets
Aug. 2, 2024
7:17
Is the big tech trade over?
July 26, 2024
9:07
Divergence watch: ECB decision and central banks’ policy paths
July 19, 2024
8:02
Inflation cools, election heats up
July 12, 2024
8:18
Markets at midyear: AI & elections in focus
June 28, 2024
9:16
What could drive the S&P 500 even higher?
June 21, 2024
Are markets overreacting to inflation data?
June 14, 2024
9:04
Is India still attractive for investors?
June 7, 2024
10:00
Consumer stocks: Finding the winners
May 31, 2024
7:59
Why copper is hitting record highs
May 24, 2024
8:07
A market friendly data print— for now
May 17, 2024
Why big tech's earnings reveal a "bifurcated market"
May 10, 2024
5:55
Currencies, rates, and a volatile yen
May 3, 2024
7:28
Why investors should “expect the chop to continue”
April 26, 2024
Does the market need rate cuts?
April 19, 2024
9:26
Turning tail risks into tailwinds
April 12, 2024
9:23
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