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  公式動画＆関連する動画 [Can Markets Withstand AI Risks, Fed Hikes, and Oil Shocks?]

  GS
Investor focus remains anchored on AI trade volatility, but renewed oil shocks and rising odds of Fed hikes are complicating the market outlook. Can markets withstand these growing pressures? Tony Pasquariello, global head of hedge fund coverage, Josh Schiffrin, global head of risk, and Dominic Wilson, senior advisor in Goldman Sachs Research, dive into the macro themes that drive the global markets. Clients can access the weekly episodes on Goldman Sachs Marquee, our digital platform for institutional investors. Recorded on July 23, 2026. Chapters 0:00 - 4:18 Biggest Themes for Markets 4:19 - 9:08 Next Phase for AI Trade 9:09 - 11:55 Outlook for the Fed 11:56 - 14:08 US-Iran Re-Escalation 14:09 - 17:41 Non-AI Convictions 17:42 - 20:10 Summer Watchlist
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