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Fade the S&P 500 rally?

May 28, 2025

Download Video Transcript   US stocks have risen significantly from their early April lows. Is the bounce over – and how are smart investors positioning now? Brian Garrett, head of equity execution on the Cross Asset Sales desk in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on May 22, 2025.

Fed independence: how concerning?

May 23, 2025

President Trump’s public criticism of the Fed isn’t new. But this time around the Administration is preparing to turn words into action by setting in motion a challenge to the landmark 1935 Humphrey’s Executor ruling that has prevented presidents from removing officials of independent agencies without “cause”. How concerned we should be today about the threat to Fed independence — and the implications for the economy and markets...

Why tech stocks could keep rallying

May 23, 2025

Download Video Transcript   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.