#Fed #interestrates #themarkets - What a Fed Rate Hike Could Mean for US Stocks: Goldman Sachs

11 September 2026

Investors are pricing in a higher likelihood that the Federal Reserve will hike rates after core CPI inflation rose in August more than economists had estimated.

However, a rate hike may not keep the US stock market from climbing higher, says Jonathan Shugar, head of Cross Asset Sales in Goldman Sachs FICC and Equities, on The Markets podcast. Companies reported strong earnings growth in the second quarter, and valuations near the 10-year average are not stretched, he explains.

Shugar also discusses why a Fed hike may not restrain investment in artificial intelligence, the risks in longer-term interest rates, and the potential opportunity for investors in consumer experience stocks. This episode was recorded on September 11, 2026.

The Markets

#USA #Investment - How the Fed rate cut creates a bigger gap in returns: Yahoo Finance

18 September 2025

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. Markets are in an era of growing dispersion. Is your portfolio ready? In this episode of Stocks in Translation, BlackRock head of model portfolio solutions Michael Gates joins host Jared Blikre and Senior Reporter Allie Canal to look at dispersion in today’s markets. 

Gates provides insight on how to navigate it amid current market dynamics, focusing on economic growth and investment strategies, to best ensure investors can make gaps work for them and their portfolio. The conversation also pivots into the business of the Federal Reserve as well as why gold (GC=F) is performing well in markets right now.  

#USA #Investment - Wall Street Rallies as Powell Opens Door to Rate Cut | The Close 8/22/2025 | Closing Bell: Bloomberg

22 August 2025

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Crossmark Global Investments’ Bob Doll, Saronic Technologies’s Dino Mavrookas, DA Davidson’s Gil Luria, J.P. Morgan Asset Management’s David Kelly, Morgan Stanley’s Kathy Entwistle, Laffer Tengler’s Nancy Tengler, Futurum’s Daniel Newman, Capital Alpha Partners’ James Lucier.

Markets are linked to Politics

Dow 30

	45,631.74	+1.89%
Nasdaq

	21,496.54	+1.88%
S&P 500

	6,466.91	+1.52%
S&P/TSX Composite index

	28,333.13	+0.99%
US Dollar Index

97.73

+0.02%

 Washington Week with The Atlantic full episode, Aug. 22, 2025

Despite the red carpet, B-2 flyovers, the burst of diplomatic activity, and President Trump’s large promises, there’s actually been no progress in ending Russia’s war against Ukraine. Join moderator Jeffrey Goldberg, Laura Barrón-López of MSNBC, Jonathan Karl of ABC News, Michael Scherer of The Atlantic and Matt Viser of The Washington Post to discuss this and more.

 

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