Inflation cools, election heats up

Can US financials outperform in 2026 – and where are the most attractive opportunities? Christian DeGrasse, financial sector specialist in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on February 4, 2026. The ...  Show more

Do investors need a new barbell strategy? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses market drivers and portfolio positioning with Chris Hussey on the Goldman Sachs trading floor. This episode was r ...  Show more

Piers is back on the mic, and just in time. The markets are heating up and so is the political pressure. In this episode, Anthony and Piers unpack Trump’s latest attack on the Federal Reserve, this time zeroing in on Governor Lisa Cook with allegations of mortgage fraud. Is this ...  Show more

In this episode, Anthony and Piers unpack record-breaking earnings from J.P. Morgan, Goldman Sachs, and Citigroup, driven by surging trading revenue, rising investment banking fees, and resilient consumer spending. With inflation easing in both the UK and US, markets are feeling ...  Show more

Back into balance. That’s where the job market, U.S. inflation, and other key economic indicators are headed. And THAT has major 2025 implications – both for the underlying economy AND the stock market. Those were just a few of the key insights Alejandra Grindal, chief economist ...  Show more

What stocks should you buy? What sectors should you target? Ask 10 different experts and you might get 10 different answers. But Sam Stovall, Chief Investment Strategist at CFRA Research, likes to provide answers grounded in factual analysis, hard data, and historical patterns. A ...  Show more