Goldman Sachs The Markets

100 Episodes

1. “This is what people were hoping for”

   Published: 06/06/2025
2. Why emerging markets could keep rallying

   Published: 30/05/2025
3. Fade the S&P 500 rally?

   Published: 23/05/2025
4. Why tech stocks could keep rallying

   Published: 16/05/2025
5. “Long stocks, short bonds”

   Published: 09/05/2025
6. Time to buy bonds?

   Published: 02/05/2025
7. “The most attractive hedge”

   Published: 25/04/2025
8. Opportunities amidst historic volatility

   Published: 11/04/2025
9. Tariffs could spark “a new rotation” in US equities

   Published: 04/04/2025
10. Can US equities rally again?

    Published: 28/03/2025
11. Bonds or stocks: The 2025 income play

    Published: 21/03/2025
12. “The US is still the place to be”

    Published: 14/03/2025
13. Buy the dip in US equities?

    Published: 07/03/2025
14. Is the US consumer in trouble?

    Published: 28/02/2025
15. Why gold could rise even higher

    Published: 21/02/2025
16. The 1982 playbook

    Published: 14/02/2025
17. Finding opportunities in a “trickier” market

    Published: 07/02/2025
18. Markets make sense of the Fed

    Published: 31/01/2025
19. The key US equity theme for 2025

    Published: 24/01/2025
20. The perfect setup for US stocks?

    Published: 17/01/2025