The Markets
EN158 episodes
business
What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.
Episodes (158)
Still Bullish on Big Tech
The Markets
Aug 8, 20257:01pending
“Stocks Are Still Very Undervalued”
The Markets
Aug 1, 202512:10pending
Will the dollar keep dropping?
The Markets
Jul 25, 202511:52pending
Global income plays
The Markets
Jul 18, 20258:48pending
The three top equity market themes
The Markets
Jul 11, 202510:46pending
Climbing the “wall of worry”
The Markets
Jun 27, 202510:09pending
European opportunities
The Markets
Jun 20, 20259:56pending
Staying long US assets
The Markets
Jun 13, 20258:37pending
“This is what people were hoping for”
The Markets
Jun 6, 20257:30pending
Why emerging markets could keep rallying
The Markets
May 30, 20259:14pending
Fade the S&P 500 rally?
The Markets
May 23, 20259:34pending
Why tech stocks could keep rallying
The Markets
May 16, 20256:49pending
“Long stocks, short bonds”
The Markets
May 9, 202510:13pending
Time to buy bonds?
The Markets
May 2, 202510:04pending
“The most attractive hedge”
The Markets
Apr 25, 20258:56pending
Opportunities amidst historic volatility
The Markets
Apr 11, 20259:38pending
Tariffs could spark “a new rotation” in US equities
The Markets
Apr 4, 202511:58pending
Can US equities rally again?
The Markets
Mar 28, 20258:58pending
Bonds or stocks: The 2025 income play
The Markets
Mar 21, 20258:57pending
“The US is still the place to be”
The Markets
Mar 14, 20258:30pending
Buy the dip in US equities?
The Markets
Mar 7, 20258:49pending
Is the US consumer in trouble?
The Markets
Feb 28, 20257:36pending
Why gold could rise even higher
The Markets
Feb 21, 20259:10pending
The 1982 playbook
The Markets
Feb 14, 202510:12pending
Finding opportunities in a “trickier” market
The Markets
Feb 7, 20258:04pending
Markets make sense of the Fed
The Markets
Jan 31, 20258:31pending
The key US equity theme for 2025
The Markets
Jan 24, 202510:04pending
The perfect setup for US stocks?
The Markets
Jan 17, 202510:42pending
What the huge jobs number means for investors
The Markets
Jan 10, 20259:12pending
Why US stocks could keep rising in 2025
The Markets
Dec 20, 20249:48pending
“US exceptionalism all over again”
The Markets
Dec 13, 20248:47pending
What Black Friday numbers say about the US consumer
The Markets
Dec 6, 20248:27pending
What’s the next tech trade?
The Markets
Nov 22, 20247:37pending
Why a “Santa Rally” may be ahead
The Markets
Nov 15, 20248:11pending
Is the Trump trade just getting started?
The Markets
Nov 8, 202410:05pending
“A great time to buy bonds”
The Markets
Nov 1, 202410:22pending
Will earnings boost US stocks?
The Markets
Oct 25, 202410:53pending
The new equity opportunities
The Markets
Oct 18, 20249:25pending
The biggest opportunities in US credit markets
The Markets
Oct 11, 20248:33pending
Does the China rally have legs?
The Markets
Oct 4, 20249:59pending
Is the US consumer still strong?
The Markets
Sep 27, 20248:41pending
“The Fed’s got your back”: What the rate cut means for investors
The Markets
Sep 20, 20249:54pending
Can the US rally get back on track?
The Markets
Sep 13, 20248:22pending
What the jobs report means for markets
The Markets
Sep 6, 20249:30pending
The case for a tech comeback
The Markets
Aug 16, 20247:21pending
“A solid buying opportunity”: Making sense of the market shakeout
The Markets
Aug 9, 20247:19pending
What Fed cuts will mean for markets
The Markets
Aug 2, 20247:17pending
Is the big tech trade over?
The Markets
Jul 26, 20249:07pending
Divergence watch: ECB decision and central banks’ policy paths
The Markets
Jul 19, 20248:02pending
Inflation cools, election heats up
The Markets
Jul 12, 20248:18pending