O TYM ODCINKU
After a dreadful start to the year, US tech stocks have regained their momentum. What’s driving the rally, and how should investors position now? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on May 14, 2025.
Język angielski
Stany Zjednoczone
TRANSKRYPCJA 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
WYSZUKAJ MINIONE ODCINKI
Wyszukaj minione odcinki The Markets.
INNE ODCINKI W TYM PODCASCIE
Gold set a record high in January, but uncertainty about US interest rates and disruption from the Iran war have led to an “elongated pause” in the rally, according to Tony Kim, global head of Metals Trading in Goldman Sachs FICC and Equities. Ultimately, Kim expects strong central bank demand for …
With US 10-Year Treasury yields climbing this week to the highest level since 2007, the bond market may be the biggest risk to further equity gains, says Tony Pasquariello, global head of hedge fund coverage in Goldman Sachs FICC and Equities. Shorting bonds could be a useful hedge for stock invest…
Trading in artificial intelligence (AI) stocks is evolving as investor interest broadens beyond semiconductor makers and companies that benefit from capital expenditures in AI, says Peter Callahan, US Technology, Media, and Telecommunications sector specialist in Goldman Sachs FICC and Equities. On…
The Federal Reserve signaled this week that interest rates could be higher for longer, which may pose a challenge for the broader equity market if tighter policy leads to less consumption, says Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities. However, companies that speciali…
Investors are pricing in a higher likelihood that the Federal Reserve will hike rates after core CPI inflation rose in August more than economists had estimated. However, a rate hike may not keep the US stock market from climbing higher, says Jonathan Shugar, head of Cross Asset Sales in Goldman Sa…
Zastrzeżenie: Podcast i grafika osadzone na tej stronie pochodzą z bgtyh, który jest własnością jego właściciela i nie jest powiązany ani wspierany przez Listen Notes, Inc.
EDYTUJ
Dziękujemy za pomoc w aktualizowaniu podcastowej bazy danych.