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公式動画＆関連する動画 [Can Stocks Rally With a Hawkish Fed?]
Despite a wave of macro challenges -- from surging oil prices to rising yields -- the stock market has remained remarkably resilient. Now that a hawkish Fed has anchored the back end of the yield curve, are stocks primed for a bullish path ahead?
Tony Pasquariello, global head of hedge fund coverage, Josh Schiffrin, global head of risk, and Dominic Wilson, senior advisor in Goldman Sachs Research, discuss markets post-FOMC, the structural shift in yields, and why a strong US capex cycle continues to underpin risk assets.
Clients can access the weekly episodes on Goldman Sachs Marquee, our digital platform for institutional investors.
Recorded on September 17, 2026.
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