With the Fed’s policy approach shifting, will “quality” stocks outperform in the months ahead? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, shares his outlook with Chris Hussey.
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10:04
The perfect setup for US stocks?
Inflation is coming down, while the employment picture is surprisingly robust. What does the latest economic data mean for the Fed – and for markets? Josh Schiffrin, chief strategy officer and head of financial risk for Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
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10:42
What the huge jobs number means for investors
Bond and equity markets are sliding after a strong US jobs report. Where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist on the Fixed Income team in Goldman Sachs Asset Management, discusses with Chris Hussey.
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9:12
Why US stocks could keep rising in 2025
US stocks sunk after the Fed reduced its rate-cutting forecast for 2025. But is this an overreaction – and where are the opportunities for investors now? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
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9:48
“US exceptionalism all over again”
Did this week’s inflation data give the Fed the go-ahead to cut rates – and where’s the opportunity for investors now? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research.
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