
Kamakshaya Trevedi
Chief FX and Emerging Market Strategist at Goldman Sachs, cited in the episode discussing market reactions and UK fiscal dynamics.
Best podcasts with Kamakshaya Trevedi
Ranked by the Snipd community

Nov 21, 2025 • 38min
Daybreak Weekend: Retail Preview, UK Budget, China PMI
Mary Ross Gilbert, a Senior Equity Analyst at Bloomberg Intelligence, dives into the retail landscape, highlighting Kohl's turnaround strategies and Abercrombie's appeal to Gen Z. John Liu, Bloomberg's Executive Editor for Greater China, reveals insights into China’s economic slowdown and the implications of rising geopolitical tensions with Japan. Dan Hanson, Chief UK Economist, discusses the UK’s fiscal challenges and the autumn budget’s cautious approach, while Kamakshaya Trevedi from Goldman Sachs shares market outlooks and sterling volatility ahead of the budget.

Nov 21, 2025 • 38min
Daybreak Weekend: Retail Preview, UK Budget, China PMI
Mary Ross Gilbert, a Senior Equity Analyst at Bloomberg Intelligence, discusses retail trends and holiday strategies for Kohl's and Abercrombie & Fitch. Kamakshaya Trevedi from Goldman Sachs analyzes market reactions tied to the UK’s fiscal dynamics. Dan Hansen, Chief UK Economist, explains the Office for Budget Responsibility's forecasts and the fiscal challenges facing the UK. John Liu, Executive Editor for Greater China, offers insights on the upcoming China PMI data, highlighting investment dips and the geopolitical strains between China and Japan.


