Sep 15

Why Global Bond Yields Are Surging

Government bond yields have surged to multi-decade highs across the US, UK, Germany, and Japan. George Cole, head of European Rates Strategy for Goldman Sachs Research, says there is a range of factors behind the bond sell-off—from swelling fiscal deficits and borrowing tied to i ... Show More

25m 26s

Sep 9

How Will Less Fed Transparency Affect Markets and the Economy?

Federal Reserve Chairman Kevin Warsh has steered the central bank into an era of less transparency. Former Fed governors Donald Kohn and Stephen Miran, as well as Goldman Sachs Chief Economist and Head of Goldman Sachs Research Jan Hatzius, discuss on the Goldman Sachs Exchanges ... Show More

22m 5s

Sep 4

Dipan Patel on Permira’s ‘Artisanal’ Approach to Private Equity

Dipan Patel, co-CEO of Permira, joins Goldman Sachs Exchanges: Great Investors to discuss how Permira’s sector-specialized investment approach and private partnership structure differs from firms which have grown through platform scale and breadth. He also discusses Permira’s str ... Show More

34m 1s

Sep 2022

U.S. Economy: The Fed Continues to Fight Inflation

After another Fed meeting and another historically high rate hike, it’s clear that the Fed is committed to fighting inflation, but how and when will the real economy see the effects? Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss.< ... Show More

7m 37s

May 2021

Andrew Sheets: Inflation - Is It Here to Stay?

The debate over inflation was center stage this week and although the current environment is a far cry from the 1970s, rising prices could mean complications for both companies and central banks.

3m 48s

Aug 2023

22 - Are We Nearing the End of the Dark Inflation Tunnel?

After one of the most aggressive tightening cycles in decades, it looks like central banks are making decent progress in taming inflation, opening the door for a rare soft landing for the economy. BMO Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss prospe ... Show More

19m 49s

Mar 2023

Global Economy: Central Bank Policy in a Time of Volatility

As markets contend with the recent volatility in the banking sector, global central banks face the challenge of continuing to combat inflation against this updated backdrop. Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss.<br ... Show More

9m 3s

Feb 2025

The 1982 playbook

After a hotter-than-expected inflation report, questions about fiscal and monetary policy are becoming increasingly urgent. What could it all mean for investors? Anshul Sehgal, head of US interest rate products in Goldman Sachs Global Banking & Markets, discusses with Chris Husse ... Show More

10m 12s

Apr 2024

What Does 3.5% Inflation Really Mean?

On today’s show we are taking a look at the Macro economy. The bureau of Labor and Statistics published the latest CPI data which came in a bit hotter than expected. This is implying that the Fed will need to keep interest rates higher for longer to combat inflation. The Fed k ... Show More

6m 38s

May 2022

Time to Panic?

Felix and Mihir discuss the turmoil in financial markets and how best to respond as an investor or a corporate executive. Is it time to panic? What is the longer-term outlook for the economy? Will the Federal Reserve be able to tame inflation without causing a recession? They als ... Show More

34m 54s

Jul 2022

How Do You Solve a Problem Like Stagflation?

Stocks are sliding and bonds are rallying, as investors react to accumulating evidence that inflation will persist even though the economy is slowing down. There’s a word for that kind of scenario: stagflation. “The Fed is facing one of the worst predicaments of its existence,” t ... Show More

38m 55s

Will Slaying Inflation Require Recession...