The Markets

Markets make sense of the Fed

The key US equity theme for 2025

The perfect setup for US stocks?

What the huge jobs number means for investors

Why US stocks could keep rising in 2025

In a recent podcast from Goldman Sachs, the panel delved into the Federal Reserve's latest interest rate cuts and their impact on the market. While the Fed's decision was not as drastic as many expected, the speakers felt that the market's reaction was exaggerated. They remain optimistic about U.S. equities, crediting ...

“US exceptionalism all over again”

This week's podcast episode dives into the latest Consumer Price Index (CPI) report and what it means for the Federal Reserve's interest rate strategies. The panelists are optimistic about the recent CPI figures, especially the drop in rent prices, which they believe gives the Fed the clearance to keep reducing rates. ...

What Black Friday numbers say about the US consumer

What’s the next tech trade?

The podcast explores the current tech market, zeroing in on the performance of the "Magnificent 7," the major tech stocks, and the overall technology sector. Despite the Magnificent 7's lackluster response to recent positive economic news and post-election trading, the conversation points to a potential market expansio...

Why a “Santa Rally” may be ahead

Is the Trump trade just getting started?

“A great time to buy bonds”

In this podcast episode, the hosts explore the current state of the bond market, focusing on the recent rise in bond yields and what it means for investors. Despite an unexpected increase in treasury yields, fueled by positive economic signals and changing expectations from the Federal Reserve, experts believe it's a g...

Will earnings boost US stocks?

The new equity opportunities

The biggest opportunities in US credit markets

Does the China rally have legs?

Is the US consumer still strong?

“The Fed’s got your back”: What the rate cut means for investors

Can the US rally get back on track?

What the jobs report means for markets

The case for a tech comeback