Goldman Sachs The Markets

Join John Flood, head of Americas Equities Sales Trading, and Natasha Tiwana as they delve into the recent stock market turmoil. They discuss how a weak jobs report has rattled investors and fueled recession fears, prompting a shift from large-cap to smaller-cap stocks. Hear insights on the surprising resilience of S&P 500 earnings and the historic benefits of buying during market dips. John's foresight on upcoming market trends will keep you engaged as they navigate these turbulent waters.

Josh Schiffrin, the Global Head of Trading Strategy at Goldman Sachs Global Banking & Markets, joins Chris Hussey to dissect the implications of potential Federal Reserve rate cuts. They delve into the Fed's considerations under rising unemployment and inflation trends. Schiffrin explains how these cuts could reshape both equity and bond markets, especially amidst turbulent conditions. The discussion highlights the significance of labor market data and emphasizes the U.S. consumer's role in sustaining global economic stability.

Exploring the recent decline in US tech giants affecting the equity market and the subsequent opportunities in stocks. Analysis on market rotation, political uncertainty impact, reversal of small cap stocks, and upcoming investment strategies amidst FOMC meetings and elections.

Gurpreet Garewal from Goldman Sachs Asset Management discusses ECB decision's impact on central banks worldwide and currency & fixed income markets. Topics include potential second rate cut in September, inflation risks, market reactions post-meeting, Euro weakness, and upcoming events affecting credit investments.

Senior currency strategist Mike Cahill from Goldman Sachs Research discusses the impact of lower inflation on markets and how the US election is affecting currencies. Topics include market reactions to inflation data, implications for interest rates, currency market dynamics during the election, and potential impacts on currency pairs and policy responses.

Bobby Molavi discusses big tech, global elections, and consumer health. They explore economic data's impact on market sentiment, potential rate cuts, July S&P performance, seasonality, AI momentum, elections, and growth concerns.

John Flood, Head of Americas Equities Sales Trading in Global Banking & Markets, discusses the surge in the S&P 500 driven by diverse investor cohorts and strategies. Analysis covers market concentration, valuations, sector rotations, and predictions of the S&P 500 exceeding 6,000, along with insights on the upcoming Russell Rebalance event.

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.

Hiren Dasani discusses the impact of India's recent election on investors, highlighting the country's long-term growth potential. The podcast also explores India's stability, growth prospects, manufacturing focus, and sector analysis in emerging markets like China and Korea.

Consumer sector specialist Scott Feiler discusses the state of the US consumer market, delving into rising rates' impact on spending, differences in income demographics, growth in travel and services sectors, revival of apparel trends, influence of labor market on lower-end consumers, earnings season expectations, investor behavior in consumer stocks, and the significance of top-line performance for stock market rewards.