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Staying long US assets

9 min • 13 juni 2025

What should investors take away from recent economic data releases, and where are the opportunities now? Ashok Varadhan, Co-Head of Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.

This episode was recorded on June 12, 2025.

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Senaste avsnitt

What the latest inflation data means for markets, the Fed, and investors’ portfolios

12 januari 2024 | 8 min

What's ahead for tech stock valuations?

5 januari 2024 | 7 min

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

15 december 2023 | 10 min

Why markets will be living in a strong US dollar world

8 december 2023 | 10 min

How are investors approaching today’s market strength?

1 december 2023 | 10 min

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

17 november 2023 | 6 min

Are emerging markets due for a comeback?

10 november 2023 | 6 min

What the BoJ’s latest move means for global yields

3 november 2023 | 9 min

What big tech's earnings can tell us about AI, rates and future volatility

27 oktober 2023 | 8 min

What the volatile bond market means for investors

20 oktober 2023 | 7 min

The market’s rate expectations

13 oktober 2023 | 8 min

A more ‘disciplined’ IPO market

6 oktober 2023 | 10 min

The fixed-income selloff: A new supply-demand dynamic?

29 september 2023 | 8 min

The impact of rising oil prices

22 september 2023 | 5 min

What we’re hearing from some of the world’s largest investors now

15 september 2023 | 10 min

Normalizing inflation: are ‘hard yards’ ahead?

8 september 2023 | 10 min

Are higher rates the new normal?

18 augusti 2023 | 8 min

What this week's CPI tells us about US economic health

11 augusti 2023 | 9 min

Why markets are in a period of 'normalization, not nirvana'

4 augusti 2023 | 7 min

What the Fed’s hike means for the S&P 500

28 juli 2023 | 6 min

Why the Nasdaq 100’s rebalancing matters for investors

21 juli 2023 | 10 min

Are investors betting the worst is over for U.S. inflation?

14 juli 2023 | 10 min

How institutional investors are navigating market crosscurrents

7 juli 2023 | 11 min

Are there green shoots in the IPO market?

30 juni 2023 | 9 min

Can the global economy withstand higher interest rates?

23 juni 2023 | 10 min

What the Fed’s hawkish pause means for markets

16 juni 2023 | 10 min

Why the AI-driven tech rally has legs

9 juni 2023 | 10 min

What’s next for U.S. Treasuries

2 juni 2023 | 10 min

Are markets pricing in the potential of a default?

26 maj 2023 | 8 min

Why European stocks are beating US equities

19 maj 2023 | 10 min

Pricing in the probability of a recession

12 maj 2023 | 8 min

Fed rate hikes, banking stress & debt limit concerns

5 maj 2023 | 8 min

Volatility, Earnings, and European Equities

28 april 2023 | 10 min

A ‘bulletproof’ stock market?

21 april 2023 | 9 min

Staying long US assets

Senaste avsnitt

The three top equity market themes

Climbing the “wall of worry”

European opportunities

Staying long US assets

“This is what people were hoping for”

Why emerging markets could keep rallying

Fade the S&P 500 rally?

Why tech stocks could keep rallying

“Long stocks, short bonds”

Time to buy bonds?

“The most attractive hedge”

Opportunities amidst historic volatility

Tariffs could spark “a new rotation” in US equities

Can US equities rally again?

Bonds or stocks: The 2025 income play

“The US is still the place to be”

Buy the dip in US equities?

Is the US consumer in trouble?

Why gold could rise even higher

The 1982 playbook

Finding opportunities in a “trickier” market

Markets make sense of the Fed

The key US equity theme for 2025

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

Can the US rally get back on track?

What the jobs report means for markets

The case for a tech comeback

“A solid buying opportunity”: Making sense of the market shakeout

What Fed cuts will mean for markets

Is the big tech trade over?

Divergence watch: ECB decision and central banks’ policy paths

Inflation cools, election heats up

Markets at midyear: AI & elections in focus

What could drive the S&P 500 even higher?

Are markets overreacting to inflation data?

Is India still attractive for investors?

Consumer stocks: Finding the winners

Why copper is hitting record highs

A market friendly data print— for now

Why big tech's earnings reveal a "bifurcated market"

Currencies, rates, and a volatile yen

Why investors should “expect the chop to continue”

Does the market need rate cuts?

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

Breaking down the record highs

Growth shocks, not just inflation, to be a primary driver of markets

Can tech continue to power equities to new highs?

Hedge Fund Outlook for 2024

Regional banks back in focus on real estate concerns

How geopolitical instability is affecting markets

Can tech continue to dominate the markets?

Market takeaways from 2024’s World Economic Forum

What the latest inflation data means for markets, the Fed, and investors’ portfolios

What's ahead for tech stock valuations?

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?

Are emerging markets due for a comeback?

What the BoJ’s latest move means for global yields