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The three top equity market themes

11 min • 11 juli 2025

What’s driving equities now – and what are investors most focused on? Lou Miller, Global Head of Equity Custom Baskets in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.

Recorded on July 10, 2025.

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Senaste avsnitt

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The three top equity market themes

Senaste avsnitt

The three top equity market themes

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Tariffs could spark “a new rotation” in US equities

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Finding opportunities in a “trickier” market

Markets make sense of the Fed

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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

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Why a “Santa Rally” may be ahead

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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