Episode Details
| Title | How Goldman Sachs’ John Waldron is navigating “a more uncertain time” |
|---|---|
| Date | 6/5/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $US_ECON - The US economy is showing strong resilience, with positive indicators in consumer spending, employment, and fiscal stimulus, despite recession predictions.
- “I think we are seeing tremendous resilience in The US economy to start in The US.” - John (0:36)
- 🟢 $IPO - 🔒
- 🟢 $GERMANY - 🔒
Bearish:
- 🔻 $BONDS - 🔒
- 🔻 $USD - 🔒