Episode notes
After a divisive FOMC meeting, what policy shifts could lie ahead for the Fed? And what are tech giants’ earnings telling us about the AI trade? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on April 30, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not…
The Markets
by Goldman Sachs · English · Business
What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.
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15 May 2026 · 11 min
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11 May 2026 · 16 min
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Oil prices have fallen thanks to investor optimism that the Iran conflict could soon be resolved. But the situation may be more complicated than it appears, cautions Jerome Dortmans, co-head of Global Oil and Products Trading in Goldman Sachs Global Banking & Markets. He discusses the drivers of the crude oil and refined product markets, as well as some potential trading opportunities, in this conversation with Chris Hussey. Recorded on May 7, 2026 The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the…
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24 Apr 2026 · 11 min
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17 Apr 2026 · 12 min
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US equities have staged a powerful rebound, coming back from their late-March lows to hit all-time highs. Are more gains ahead, or should traders look to take profits? And what could earnings tell us about the state of the economy? Bobby Molavi, head of European Execution Services in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on April 16, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material…
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10 Apr 2026 · 10 min
Big Tech Opportunity
After a huge one-day rally on the Iran ceasefire deal, is there still room for stocks to go higher? And what’s the best way for investors to take bullish positions on US equities now? Lee Coppersmith, who co-runs New York Equity Derivatives Sales in Goldman Sachs Global Banking & Markets, discusses with Mike Washington. Recorded on April 8, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for…
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9 Oct 2026 · 11 minNew
Hedge Funds Are Cautious on Stocks amid Rates and Energy Volatility
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 Goldman Sachs FICC and Equities. And even as investor scrutiny of French government borrowing grows, Wilson points out that there are investment opportunities in Europe in defense stocks and the energy independence theme. In The Markets podcast, he also discusses his outlook for mega-capitalization technology companies, stocks that benefit from German government…
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2 Oct 2026 · 9 min
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18 Sep 2026 · 11 min
The Opportunities for Investors amid Higher-for-Longer Interest Rates
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