Episode (200)
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How countries and companies are reshaping their supply chains
Jun 06, 2023How are countries and companies reshaping their supply chains for a new era of global trade? In this episode, Andrew Tilton, chief Asia Pacific economist in Goldman Sachs Research, Luke Barrs from the...
The Markets: What’s next for U.S. Treasuries
Jun 02, 2023Discussing what’s next for U.S. treasury issuance as debt ceiling concerns fade, the Fed’s next move, and underlying trends in U.S. equity performance this year, Beth Hammack, co-head of the Global Fi...
Daunting debt limit dynamics
May 30, 2023In this episode, Stephen Kaplan, associate professor at George Washington University, Alec Phillips, Goldman Sachs Research’s chief political economist, and David Beers, former head of sovereign credi...
The Markets: Are markets pricing in the potential of a default?
May 26, 2023Debt ceiling discussions are the primary focus of markets this week but equity and bond markets are reacting in very different ways, explains Candice Tse, a managing director in Goldman Sachs Asset Ma...
Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains
May 25, 2023Oil and commodity prices have fallen this year amid unprecedented declines in inventories. But this “great de-stocking” could also pave the way for strong gains if the economy avoids a recession given...
The Markets: Why European stocks are beating US equities
May 19, 2023Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asse...
Investing during times of market stress
May 16, 2023In this episode, Goldman Sachs Research’s Christian Mueller-Glissmann, who heads asset allocation research within portfolio strategy, explains how recent market stresses are affecting portfolio divers...
The Markets: Pricing in the probability of a recession
May 12, 2023Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Goldman Sachs Research, joins our latest episode of ...
Breaking Free: The rise of corporate separations
May 11, 2023In an environment where merger and acquisition activity is still relatively subdued, companies are turning to spinoffs, sales and divestitures. But what factors are driving this trend? In this episode...
U.S.-China: more decoupling ahead?
May 09, 2023Geopolitical tensions between the U.S. and China have been running high for some time, but are escalating as President Biden prepares to unveil further curbs on U.S. investment to China ahead of this ...