Goldman Sachs Exchanges: The Markets

10-year treasury yields hit a high not seen in fifteen years. Paula Hendrickson on Goldman Sachs Global Banking & Markets’ Interest Rate Product Sales team joins to discuss what this means for markets.

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.

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.

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.’

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.

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.

US credit was downgraded this week and the latest JOLTS numbers came in. Alexandra Wilson-Elizondo, deputy chief investment officer of multi-asset solutions in Asset & Wealth Management, talks about the impact in our latest episode of Exchanges: The Markets.

What do the Fed’s recent hike and corporate earnings mean for markets? Ben Snider, senior strategist on the US Portfolio Strategy macro team in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.

On July 24, the Nasdaq 100 will undergo a “special rebalance,” which is meant to curb the high concentration in the index of a handful of tech stocks. Discussing what this means for both investors and the equity prices of companies impacted by the rebalance, David Kostin, chief US equity strategist in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.

How does U.S. inflation stack up against other big economies and what does that mean for financial markets? Gurpreet Gill, macro strategist on the fixed income team of Goldman Sachs Asset Management, breaks down the differences across countries on our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.