Bullish on the Dollar
Could the US dollar keep rising from here? Brian Dunne, head of Americas Foreign Exchange Options Trading in Goldman Sachs Global Banking & Markets, says that interest rates differential, Fed policy, and geopolitical fac...
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Goldman Sachs
Could the US dollar keep rising from here? Brian Dunne, head of Americas Foreign Exchange Options Trading in Goldman Sachs Global Banking & Markets, says that interest rates differential, Fed policy, and geopolitical fac...
As US equities get more volatile, are the drivers of the rally still intact? John Flood, head of Americas Equities Execution Services in Goldman Sachs Global Banking & Markets, breaks down the market action, and explains...
Despite recent wobbles in the US equity market, Muhammad Qubbaj, co-head of US Interest Rate Products in Goldman Sachs Global Banking & Markets, believes the rally is on firm footing. He discusses the outlook for stocks ...
As US stocks surge, European equities are climbing as well. Could more gains be ahead, and are European stocks be poised to outperform? Sharon Bell, European portfolio strategist in Goldman Sachs Research, discusses with...
Tech stocks have surged in the past two months. What’s behind the move, and where are the opportunities for investors now? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman ...
What’s driving the rise in US Treasury yields, and what could be ahead for the bond market? Phillip Lee, head of Real Money Rate Sales in Goldman Sachs Global Banking & Markets, shares his outlook with Chris Hussey. Reco...
As AI stocks drive the S&P 500 and Nasdaq to record highs, are fears of a bubble warranted? And what are the newest opportunities in the AI equipment trade? Shawn Tuteja, who oversees ETF and custom baskets volatility t...
Oil prices have fallen thanks to investor optimism that the Iran conflict could soon be resolved. But the situation may be more complicated than it appears, cautions Jerome Dortmans, co-head of Global Oil and Products Tr...
After a divisive FOMC meeting, what policy shifts could lie ahead for the Fed? And what are tech giants’ earnings telling us about the AI trade? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in ...
After years of underperformance, small-cap equities may be poised for a sustained rally. Where should investors look for opportunities? And can this momentum withstand macro volatility? Greg Tuorto, head of the US Small ...
US equities have staged a powerful rebound, coming back from their late-March lows to hit all-time highs. Are more gains ahead, or should traders look to take profits? And what could earnings tell us about the state of t...
After a huge one-day rally on the Iran ceasefire deal, is there still room for stocks to go higher? And what’s the best way for investors to take bullish positions on US equities now? Lee Coppersmith, who co-runs New Yor...
Bond yields have risen sharply in the past month. Is this move an overreaction – and is it creating opportunities for investors? Lindsay Rosner, Head of Multi-Sector Investing in Goldman Sachs Asset Management, discusses...
While the S&P 500 has traded within a relatively narrow range this year, there are significant signals of stress below the surface, says John Storey, Co-Head of Equities Distribution in Goldman Sachs Global Banking & Mar...
Geopolitical uncertainty and a decline in S&P 500 liquidity are prompting institutional investors to hedge against macro risks. How are investors responding to surging volumes and shifting thematic trades? John Flood, he...
A weaker-than-expected employment report, and increasing geopolitical concerns, are leading to significant market volatility. How should investors make sense of this environment? Josh Schiffrin, Chief Strategy Officer an...
The conflict in Iran has led to a significant spike in oil prices. What will determine the commodity’s next move, and how much higher could oil prices rise? Jerome Dortmans, co-head of Global Oil and Products Trading in ...
Emerging market equities have continued to rally in 2026. What’s driving the gains, and where are the opportunities now? Stratford Dennis, head of emerging market equities trading in Goldman Sachs Global Banking & Market...
Despite widespread optimism about AI, the US tech sector has lagged meaningfully this year. What factors could lead to a bullish reversal – and which stocks may be set to rebound? Peter Callahan, the US Technology, Media...
What’s behind the recent volatility in gold prices – and what could drive further gains through the rest of the year? Lina Thomas, senior commodities analyst in Goldman Sachs Research, discusses with Chris Hussey. Record...
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