US stocks sunk after the Fed reduced its rate-cutting forecast for 2025. But is this an overreaction – and where are the opportunities for investors now? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
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9:48
“US exceptionalism all over again”
Did this week’s inflation data give the Fed the go-ahead to cut rates – and where’s the opportunity for investors now? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research.
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8:47
What Black Friday numbers say about the US consumer
US retail stocks have been rallying recently. Will the holiday shopping season give investors a new reason to buy? Scott Feiler, consumer sector specialist with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
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8:27
What’s the next tech trade?
Mega cap tech stocks have powered the market higher in 2024. But are there new opportunities for tech investors beyond the 'Magnificent 7'? Sung Cho, a portfolio manager within Goldman Sachs Asset Management and co-head of the US equity team, joins Chris Hussey.
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7:37
Why a “Santa Rally” may be ahead
Can US stocks extend their gains through the end of the year? John Flood, head of Americas Equities Sales Trading with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
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