‘It’s a Generational Opportunity’

‘It’s a Generational Opportunity’

From The Markets by Goldman Sachs

June 12, 2026 · 11 min

About this episode

Muhammad Qubbaj discusses the outlook for stocks and bonds amidst recent market fluctuations.

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. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and…

People in this episode

Host: Chris Hussey

Guest: Muhammad Qubbaj

Topics covered

  • US equity market
  • stocks
  • bonds
  • investment outlook
  • tech companies
  • financial advice

Keywords

  • equity market
  • stocks
  • bonds
  • investment advice
  • tech companies
  • market rally

Mentioned in this episode

Organizations: Goldman Sachs, US government

Places: US, US equity market

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