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Clear all filters- Goldman Sachs23 min
What Trump’s win means for markets and portfolios
Trump, Christian Mueller-Glissmann, Brian Garrett, Alison Nathan
Following Donald Trump's presidential victory, U.S. stocks, bond yields, and the dollar surged sharply as clients rapidly shifted from underweight to long positions in banks, technology, and energy sectors. Goldman Sachs analysts project a potential S&P 500 rally to 6,100 by mirroring 2016 post-election patterns, while noting that European equities and renewable energy stocks face immediate pressure from tariff fears and policy changes. Although the VIX dropped to historic lows due to suppressed hedging, the firm maintains an equity-overweight strategy with a neutral duration outlook, warning that sustained yield spikes or reflation frustration could eventually trigger market indigestion.