What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.
In this episode of "The Markets," Chris Hussey interviews Brian Dunne about the dollar's current state and future prospects. Dunne suggests the dollar still has room to depreciate, particularly against higher-yielding currencies like the Brazilian Real, Mexican Peso, and South African Rand. The conversation explores th...
This episode of "The Markets" features an interview with Brian Garrett, head of the equity execution team at Goldman Sachs, who discusses current market volatility and investor positioning. Garrett attributes market fluctuations primarily to uncertainty surrounding the Federal Reserve's December rate decision, noting t...
In this episode of The Markets, Chris Hussey interviews Scott Feiler, a consumer sector specialist, about the current state and future outlook of the consumer market. Feiler acknowledges that the consumer is facing challenges, as indicated by low sentiment readings and cautious corporate outlooks. The conversation cove...
In this episode of "The Markets," Chris Hussey interviews John Marshall, head of derivatives research for Goldman Sachs Research, about the impact of retail investors on current markets. Marshall explains how Goldman Sachs tracks retail activity across ETFs, single stocks, options, and mutual funds, noting significant ...
In this episode of "The Markets," host Chris Hussey interviews Stratford Dennis, Head of Emerging Market Equities, about the current state of emerging markets, particularly China. Dennis discusses the volatile trade war situation, expressing a base case for an agreement or extension while acknowledging downside risks. ...
In this episode of The Markets, Chris Hussey interviews Mike Washington about the third-quarter earnings season, the trade war, and potential market bubbles. Mike notes the resilience of U.S. bank earnings and the U.S. consumer, despite fears of a slowdown. He downplays concerns about the trade war, highlighting the re...
In this episode of The Markets, Chris Hussey interviews Brian Garrett about the current state of the S&P and market volatility. Garrett notes that while the S&P is up, single stock volatility is high, influenced by retail call option buyers. They discuss the October effect, government shutdowns, and potential market im...
In this episode of The Markets, Chris Hussey interviews Tony Pasquariello about the Fed's recent actions and their implications for the market. Tony discusses the Fed's rate cuts amidst a cyclical upswing, the market's response, and the technical factors influencing market trends. He draws parallels between the current...
This episode of "The Markets" podcast features Chris Hussey interviewing Pete Callahan, a US TMT Sector Specialist at Goldman Sachs. The conversation centers on the current sentiment surrounding technology stocks, particularly within the AI sector and the broader internet industry. Callahan notes a shift in investor ...
In this episode of The Markets, Chris Hussey interviews Rich Privorotsky about the latest Payrolls Report and its implications for the economy and the Federal Reserve's policy. Rich expresses concerns about underwhelming job reports and a potentially weakening labor market, while also noting unusual factors like droppi...
In this episode of "The Markets," Mike Washington interviews Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk at Goldman Sachs, to discuss the current state of the markets. They analyze mixed inflation data, focusing on the surprising weakness in the labor market as indicated by the latest NFP numbers....
In this episode of The Markets, Chris Hussey interviews Anshul Sehgal, Global Co-Head of Fixed Income Currency and Commodities at Goldman Sachs, about the current economic outlook and market trends. Sehgal expresses optimism about the intermediate-term global economy, highlighting potential growth factors like fiscal e...
In this episode of The Markets, Chris Hussey interviews Kunal Shah, co-CEO of Goldman Sachs International, about the recent risk asset rally and market outlook. Shah acknowledges the strength of the rally, driven by strong earnings, deregulation, and AI, but expresses caution due to less compelling technicals and meme ...
In this episode of The Markets, Chris Hussey interviews Gurpreet Garewal, a macro strategist from Goldman Sachs Asset Management, about the impact of tariffs on the US and global economies. They discuss recent inflation data, the potential for the Fed to cut rates, and investment opportunities in bonds and credit marke...
In this episode of "The Markets," Chris Hussey interviews Lou Miller from Goldman Sachs about the current state of the market, which Miller describes as "bulletproof" due to factors like unrealized fears, the AI narrative, and fiscal stimulus. They discuss how clients are using baskets—collections of stocks in one trad...
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