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Business

The Markets

by Goldman Sachs

Today: #194 in Business on our combined chart.

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Business
#194 New on this chart
#180 Pulse 3

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DateApple Podcasts
Oct 3#180

About the show

What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.

Latest episodes

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  • Why the Bond Market May Be the Stock Market's Biggest Risk

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  • The Opportunities for Investors amid Higher-for-Longer Interest Rates

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  • What a Fed Rate Hike Could Mean for US Stocks

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    Investors are pricing in a higher likelihood that the Federal Reserve will hike rates after core CPI inflation rose in August more than economists had estimated. However, a rate hike may not keep the US stock market from climbing higher…

  • Why Gold Is Expected to Rise to Record Highs

    September 4, 2026 · 12 min

    Gold set a record high in January, but uncertainty about US interest rates and disruption from the Iran war have led to an “elongated pause” in the rally, according to Tony Kim, global head of Metals Trading in Goldman Sachs FICC and…

  • What Is the Outlook for Diesel and Gasoline Supplies?

    August 28, 2026 · 8 min

    Energy markets have been surprisingly resilient amid the disruption to shipping through the Strait of Hormuz. However, there are few signs of relief in markets for refined products such as diesel, gasoline, and jet fuel, says Nitin Jindal…

  • Why US Equity Returns Are Broadening Beyond AI Stocks

    August 21, 2026 · 13 min

    While artificial intelligence (AI) has been a key driver of US stocks, a wider range of sectors is starting to power the S&P 500, says Shawn Tuteja, head of ETF and Custom Basket Volatility Trading in Goldman Sachs FICC and Equities, on…

  • How Inflation and Fiscal Policy Are Driving US Treasury Markets

    August 14, 2026 · 12 min

    With a month to go until the Federal Reserve’s next rate decision, inflation is increasingly in focus for the US bond market, says Mike Mitchell, head of US Treasury and Inflation Trading in Goldman Sachs Global Banking & Markets. He…