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Are markets overreacting to inflation data?

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Manage episode 423552283 series 3485531
Content provided by Goldman Sachs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Goldman Sachs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Cooling inflation data would seem to give the Federal Reserve room to cut rates, but the Fed this week reduced its forecast for the number of rate cuts. How should investors make sense of the macro environment now? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Ashish Shah, global co-head and CIO of Public Investing with Goldman Sachs Asset Management.

  continue reading

59 episodes

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Manage episode 423552283 series 3485531
Content provided by Goldman Sachs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Goldman Sachs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Cooling inflation data would seem to give the Federal Reserve room to cut rates, but the Fed this week reduced its forecast for the number of rate cuts. How should investors make sense of the macro environment now? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Ashish Shah, global co-head and CIO of Public Investing with Goldman Sachs Asset Management.

  continue reading

59 episodes

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