“The US is still the place to be”

Options markets are showing signs of increased nervousness about artificial intelligence (AI) as investors focus closely on earnings from large tech companies and try to separate likely winners from losers, says Lee Coppersmith from the Equity Derivative Sales team in Goldman Sac ...  Show more

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 Equities. Third-quarter earnings from mega-cap t ...  Show more

US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in ...  Show more

In this episode the group discuss risk / reward for US equities following the dip through April.  They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the ...

The investing world is buzzing as markets rally, inflation softens, and a familiar political figure makes headlines.

How do these factors shape the current economic picture? What are the implications for portfolios and policies in the months ahead?

In this episode, ...