Goldman Sachs The Markets cover image

The key US equity theme for 2025

Goldman Sachs The Markets

00:00

Quality Takes Center Stage in 2025 Equity Markets

This chapter explores the emerging themes of the current earnings season, focusing on the significance of quality in equity markets for the year 2025. It highlights how corporations with strong balance sheets and positive cash flow will be rewarded, while also considering the influence of labor market conditions on overall market dynamics.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app