Anshul Sehgal

Anshul Sehgal, Global Co-Head of Fixed Income, Currency and Commodities at Goldman Sachs, dives into market dynamics and investment strategies. He shares insights on the repercussions of tariffs, such as the lumber trade with Canada, and whether they truly benefit the economy. The discussion also covers the Fed's cautious approach to inflation and stagflation, the effects of U.S. exceptionalism amid foreign capital outflows, and strategic decisions around long stocks and short bonds in a changing fiscal landscape.

Anshul Sehgal, Head of US Interest Rate Products Trading at Goldman Sachs, dives into the recent inflation data and its implications for the Federal Reserve’s interest rate strategy. He discusses how new administration policies mirror fiscal strategies from the early 1980s and may lead to a credit-driven economic revival. Sehgal also explores current market conditions and predicts how these factors will influence the dollar and the S&P 500, highlighting emerging investment opportunities for savvy investors.

Anshul Sehgal, Global Co-Head of Fixed Income, Currency and Commodities at Goldman Sachs, shares his insights on the current economic outlook and stock market valuations. He discusses the waiting game for Fed rate cuts and the implications for global assets. Anshul highlights opportunities arising from a rebounding GDP and government spending while addressing challenges like tariffs on earnings. He emphasizes the undervaluation of stocks and confidence in long positions, particularly in sectors driven by AI and robotics.

Anshul Sehgal and Ashish Shah discuss how cooling inflation data affects the Fed's rate cuts and investors' strategies. They analyze market reactions, future economic trends, retail sales indicators, and central bankers' insights post-Fed policy shift for future forecasts.

Anshul Sehgal, Head of US interest rate products at Goldman Sachs Global Banking & Markets, shares his expertise on the recent surge in inflation that took the market by surprise. He discusses how fiscal policies, immigration control, and tariffs are influencing economic growth. The conversation dives into the historical parallels with the Reagan era, exploring today's interest rates and globalization effects. Sehgal provides insightful strategies for investors, emphasizing the importance of staying grounded amidst uncertainties in market trends.