Pricing in the probability of a recession

Bond yields have risen sharply in the past month. Is this move an overreaction – and is it creating opportunities for investors? Lindsay Rosner, Head of Multi-Sector Investing in Goldman Sachs Asset Management, discusses with Chris Hussey. Recorded on March 25, 2026. The opinions ...  عرض المزيد

While the S&P 500 has traded within a relatively narrow range this year, there are significant signals of stress below the surface, says John Storey, Co-Head of Equities Distribution in Goldman Sachs Global Banking & Markets. He discusses investor positioning, and the potential f ...  عرض المزيد

Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss the impact of rapidly shifting tariff policies on the global economy and markets. Learn more about your ad choices. Visit m ...  عرض المزيد

Global markets sold off sharply amid rising US recession fears. Goldman Sachs Research’s Chief US Economist David Mericle explains why those concerns are likely overblown. Learn more about your ad choices. Visit megaphone.fm/adchoices 

With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? On our podcast, Chief Market Strategist Daniel Morris tells Andrew Craig, Co-head of the Investment Insight Centr ...  عرض المزيد

Today on the show Soumaya Keynes talks about macroeconomic mistakes and the interest rate outlook with Neel Kashkari, president of the Federal Reserve Bank of Minneapolis. FT economics commentator Chris Giles joins them to discuss what the Fed got right and wrong abo ...