Josh Schiffrin

Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk for Goldman Sachs Global Banking & Markets, shares his expertise on navigating the current market turmoil. He discusses how tariff announcements impact inflation and economic growth, emphasizing the potential for recovery after initial declines. Schiffrin also highlights the importance of viewing market dips as buying opportunities and offers insights on the dynamics of the U.S. dollar. The conversation even touches on some fun NBA playoffs predictions!

Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk at Goldman Sachs, shares his expertise on the current economic landscape. He discusses the robust job market and falling inflation rates, which may influence the Federal Reserve's next moves. The conversation also explores how bond yields are responding to policy changes and the stock market's optimistic outlook. Schiffrin offers investment strategies focusing on US stocks, blending insightful financial analysis with a light-hearted take on his favorite basketball team.

Josh Schiffrin, the Chief Strategy Officer at Goldman Sachs, joins Mike Washington to dissect the potential upcoming Federal Reserve rate cuts. They explore the mixed signals from inflation data and job growth, raising questions about economic stability. Schiffrin highlights opportunities in bond, currency, and equity markets, addressing how rate cuts could impact the U.S. dollar and equity resilience, especially with advancements in AI. The discussion also touches on current trading strategies and cautious outlooks for equity valuations as the market evolves.

Josh Schiffrin, Chief Strategy Officer at Goldman Sachs, dives into the recent Federal Reserve policy changes with Chris Hussey. They discuss the implications of the latest rate cut and how labor market conditions influenced it. Josh highlights key upcoming labor data to watch and predicts an intriguing trade opportunity with the yield curve steepening. He also shares a cautiously optimistic outlook on equities while acknowledging potential AI risks. Plus, he lightens the mood with thoughts on the Knicks and trading for Giannis!

Global head of trading strategy, Josh Schiffrin, discusses contrasting central bank policies, market sentiment shifts amid geopolitical tensions, and upcoming data impact analysis in the markets.