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Business

The Markets

by Goldman Sachs
Business

Today: #181 in Business on our combined chart.

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Ranking history · United States

Latest daily rankings: Oct 27. New rankings will appear after the next update.

Position on the Business combined chart over the last 14 days. Toggle platforms to compare their positions. Lower rank numbers are better.

Episode releases
#134#152#170#188#206Chart rankOct 15Oct 18Oct 21Oct 24Oct 27#181Episode released Oct 16: How Higher Rates and AI Issuance Are Affecting Credit MarketsEpisode released Oct 23: Why Investors Are Reducing AI Exposure
View as table
DateCombined RankApple Podcasts
Oct 27#181#169
Oct 26#175#163
Oct 25#160#146
Oct 24#154#142
Oct 22#196#189
Oct 21#183#175
Oct 20#181#171
Oct 19#187#176
Oct 18#178#167
Oct 17#144#130
Oct 16#194#188
Oct 15#176#169
Oct 14#174#167

Latest episodes

  • Why Investors Are Reducing AI Exposure

    October 23, 2026 · 11 min

    Markets are scrutinizing the crowded AI trade as investors reassess technology infrastructure spending plans and factor in rising capital costs, says Rich Privorotsky, head of European Equities Trading within Goldman Sachs FICC and…

  • How Higher Rates and AI Issuance Are Affecting Credit Markets

    October 16, 2026 · 11 min

    Credit markets have stayed resilient even as interest rates rise and investors scrutinize the outlook for artificial intelligence (AI), says Alex Finston, co-head of US and Asia Credit Trading in Goldman Sachs FICC and Equities. On The…

  • Hedge Funds Are Cautious on Stocks amid Rates and Energy Volatility

    October 9, 2026 · 11 min

    Hedge fund positioning in equities for long-short strategies is at historically low levels amid ongoing volatility in interest rates and oil prices, says Mark Wilson, head of European Equity Franchise Sales and Hedge Fund Coverage in…

  • AI Is Becoming a Stock Picker's Market

    October 2, 2026 · 9 min

    Trading in artificial intelligence (AI) stocks is evolving as investor interest broadens beyond semiconductor makers and companies that benefit from capital expenditures in AI, says Peter Callahan, US Technology, Media, and…

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

    September 25, 2026 · 12 min

    With US 10-Year Treasury yields climbing this week to the highest level since 2007, the bond market may be the biggest risk to further equity gains, says Tony Pasquariello, global head of hedge fund coverage in Goldman Sachs FICC and…

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

    September 18, 2026 · 11 min

    The Federal Reserve signaled this week that interest rates could be higher for longer, which may pose a challenge for the broader equity market if tighter policy leads to less consumption, says Anshul Sehgal, global co-head of Fixed…

  • What a Fed Rate Hike Could Mean for US Stocks

    September 11, 2026 · 11 min

    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…

  • Why US Stocks May ‘Grind Higher’

    August 7, 2026 · 8 min

    Ashok Varadhan, co-head of Global Banking & Markets at Goldman Sachs, shares his outlook on assets from credit and stocks to oil. This episode also covers recent moves in AI-led stocks and currency markets, and why Varadhan does not expect…

Full episode archive on Apple Podcasts →

About the show

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