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Can the US rally get back on track?

8 min • 13 september 2024

What factors matter most to equity markets now — and what’s the trade from here? Tony Pasquariello, Global Head of Hedge Fund Coverage in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research.

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Senaste avsnitt

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Can the US rally get back on track?

Senaste avsnitt

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Opportunities amidst historic volatility

Tariffs could spark “a new rotation” in US equities

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“The US is still the place to be”

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The perfect setup for US stocks?

What the huge jobs number means for investors

Why US stocks could keep rising in 2025

“US exceptionalism all over again”

What Black Friday numbers say about the US consumer

What’s the next tech trade?

Why a “Santa Rally” may be ahead

Is the Trump trade just getting started?

“A great time to buy bonds”

Will earnings boost US stocks?

The new equity opportunities

The biggest opportunities in US credit markets

Does the China rally have legs?

Is the US consumer still strong?

“The Fed’s got your back”: What the rate cut means for investors

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What the jobs report means for markets

The case for a tech comeback

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Divergence watch: ECB decision and central banks’ policy paths

Inflation cools, election heats up

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Turning tail risks into tailwinds

How investors are managing rising volatility

Why Today's IPO Market May Surprise You

How markets are responding to central bank moves

What tech investors are looking for now

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As the Fed stays put, markets bet on timing of rate cuts

Why markets will be living in a strong US dollar world

How are investors approaching today’s market strength?

What are retail earnings and CPI telling us about the US consumer?

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What the BoJ’s latest move means for global yields