With a September rate cut looking increasingly likely, where are the opportunities in bond, currency, and equity markets?

The Fed Cut Playbook

"The Fed Cut Playbook"

"/content/dam/gs/gscom/pdfs/insights/the-markets/the-fed-cut-playbook/transcript.pdf"

/pdfs/insights/the-markets/the-fed-cut-playbook/transcript.pdf

"With a September rate cut looking increasingly likely, where are the opportunities in bond, currency, and equity markets? Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk for Goldman Sachs Global Banking &amp; Markets, discusses with Mike Washington on the Goldman Sachs trading floor.&nbsp;&nbsp;\r\nThis episode was recorded on August 14, 2025.\r\n"

With a September rate cut looking increasingly likely, where are the opportunities in bond, currency, and equity markets? Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk for Goldman Sachs Global Banking &amp; Markets, discusses with Mike Washington on the Goldman Sachs trading floor.&nbsp;&nbsp;
This episode was recorded on August 14, 2025.

Accessibility Notice:&nbsp;A&nbsp;<a href="/transcript-requests">transcript is available&nbsp;</a>for any video on this page.