Goldman Sachs Research: Three Executives Discuss Stock Resilience Under a Hawkish Fed
Goldman Sachs Global Head of Hedge Fund Coverage Tony Pasquariello, Global Head of Risk Josh Schiffrin, and Senior Advisor Dominic Wilson discuss post-FOMC markets in this video. They focus on stock resilience amid surging oil prices and rising yields, and how the US capex cycle supports risk assets. This resource suits investors interested in macro mechanisms and institutional perspectives.
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Goldman Sachs Research published a video interview titled "Can Stocks Rally With a Hawkish Fed?" on September 19, 2026. The episode features three internal experts: Tony Pasquariello, Global Head of Hedge Fund Coverage; Josh Schiffrin, Global Head of Risk; and Dominic Wilson, Senior Advisor at Goldman Sachs Research. The recording date was September 17, 2026.
According to the official description, the guests discussed why the stock market has remained remarkably resilient despite a wave of macro challenges, such as surging oil prices and rising yields. Key topics include the anchoring effect of a hawkish Fed on the back end of the yield curve, and how a strong US capex cycle continues to underpin risk assets. The discussion also covers post-FOMC market dynamics and structural shifts in yields.
The video is accessible to institutional clients via the Goldman Sachs Marquee digital platform. For readers seeking to understand how major investment banks interpret the relationship between current macro headwinds and market resilience, this interview offers a specific thematic overview from the perspective of the Goldman Sachs research team.