The Outlook for AI-Related Stocks and US Interest Rates @GoldmanSachs
The Outlook for AI-Related Stocks and US Interest Rates  @GoldmanSachs
Uploaded June 2026 | Updated September 2026, 3 weeks ago
Despite recent wobbles in the US equity market, Muhammad Qubbaj, co-head of US Interest Rate Products in Goldman Sachs Global Banking & Markets, believes the rally is on firm footing. He discusses the outlook for stocks and bonds, and explains why he’s not yet concerned about the rising issuance of bonds by tech companies and the US government, in this conversation with Chris Hussey.

Recorded on Jun 11, 2026.

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Copyright 2026. All rights reserved.
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The Outlook for AI-Related Stocks and US Interest Rates

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