Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast.
5 de 21
The impact of rising oil prices
OPEC production cuts and record demand have driven the price of oil sharply higher. Daan Struyven, head of oil research in Goldman Sachs Research, breaks down the drivers and implications for the broader economy.
What we’re hearing from some of the world’s largest investors now
Why are investors increasingly expecting a soft landing as inflation worries persist? Oscar Ostund, global head of content strategy, market analytics & data science for Marquee in Goldman Sachs Global Banking & Markets, discusses the takeaways from the latest QuickPoll survey of 1,000 institutional investors.
Normalizing inflation: are ‘hard yards’ ahead?
What will it take for US inflation to normalize? Ashok Varadhan, co-head of Global Banking & Markets at Goldman Sachs, discusses US interest rates, the growth in private credit, and why the final push to a target rate might be a ‘game of inches.’
Are higher rates the new normal?
Markets are currently “priced for perfection,” according to some market observers. What factors into that analysis, and what might be missing? Greg Tuorto, a portfolio manager on the fundamental equity team in Goldman Sachs Asset Management, discusses the latest from the Fed, China’s economy, and the new normal of higher rates.
What this week's CPI tells us about US economic health
Recent economic indicators — from the Consumer Price Index and jobs numbers to the surge in long-term Treasury yields — suggest that the U.S. economy will likely avoid a recession. Ashish Shah, chief investment officer of public investing in Goldman Sachs Asset Management, joins our latest episode of The Markets, a series from Goldman Sachs Exchanges.