Oct 8

The Shutdown’s Economic Impact

How long could the US government shutdown last — and what will that ultimately mean for the US economy? Goldman Sachs Research’s Alec Phillips, chief US political economist, explores the potential impact on economies and markets. This episode was recorded on October 7, 2025. The ... Show More

19m 17s

Sep 30

AI Exchanges: The Role of Data

Goldman Sachs’ Neema Raphael, the firm’s chief data officer and head of data engineering, discusses the role of data in enabling or possibly stalling AI’s progress with George Lee, co-head of the Goldman Sachs Global Institute, and Allison Nathan, senior strategist in Goldman Sac ... Show More

17m 27s

Sep 25

How Reliable is Economic Data?

Are concerns about the quality and reliability of economic data — as well as its vulnerabilities to political influences — warranted? Former BLS Commissioner Erica Groshen, who served from 2013 to 2017, Laffer Associates’ Arthur Laffer, Harvard Business School’s Alberto Cavallo, ... Show More

26m 19s

Nov 2022

Robin Xing: China’s 20th Party Congress Commits to Growth

At the recent 20th Party Congress in China, policy makers made economic growth a top priority, but what are the roadblocks that may be of concern to global investors? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Robin Xing, Morgan Stanley's Chief China Economist. ... Show More

4m 11s

Nov 2022

Is China’s economy in trouble?

Xi Jinping has begun an unprecedented third term as Chinese president, after securing his position at the Communist Party Congress. But key economic data was delayed until after the congress ended. It was lower than government targets, causing Chinese markets to fall. The Chinese ... Show More

23m 49s

Jan 2023

The World Ahead 2023: China's challenges

As president Xi Jinping begins his third five-year term, China’s path forward is uncertain. Covid-19 is tearing through the country after it relaxed its strict “zero-covid” policies. China also faces slowing economic growth and rising geopolitical tensions with America. Are China ... Show More

26m 31s

Oct 2022

Did China miss its chance to fix its economy?

The spotlight is on China as the Communist party’s 20th National Congress takes place this week. At a critical moment when President Xi Jinping prepares to stay on for an unprecedented third term as leader, there’s an important problem: China’s economy is slowing down. The FT’s C ... Show More

16m 41s

Oct 2022

Can China’s GDP data be trusted?

This week, China released its third quarter GDP figure. At 3.9%, its rate of economic growth is better than many analysts expected, but still significantly short of the 5.5% target the Chinese government had set itself. There was an unprecedented delay in releasing this particula ... Show More

8m 58s

Aug 2021

China's Tech Crackdown

Is China's behavior towards its innovators separating the country further from the world? That's the question on everybody's mind, as the Chinese authorities continue to exert their political power over the country's rising tech companies. George Magnus, associate at the China Ce ... Show More

17m 28s

Oct 2022

Xi Jinping’s plan for China

This month China’s President Xi Jinping is expected to secure a further five years as the country’s leader after the Communist Party abolished two-term limits. It opens the door to Xi continuing to rule for the rest of his life. His time in power has seen the country take a more ... Show More

49m 5s

Nov 2021

Where is China Heading?

Helen and David talk to Cindy Yu, host of the Chinese Whispers podcast, about the trajectory of Chinese politics. What is Beijing’s political strategy for Hong Kong and Taiwan? Is Xi Jinping really a socialist? Can the CCP escape its history? Plus, what’s the real reason Xi didn’ ... Show More

47m 31s

Apr 2021

President Biden and his strategy for China

Will the US President continue with an increasingly hostile attitude towards China? Or does economic common sense demand that Washington should back off from Beijing? Ed Butler asks Diana Choyleva of Enodo Economics, and he chairs a debate between David Sacks of the Council on Fo ... Show More

17m 56s

Jan 2023

China's Covid nightmare: Can Beijing bounce back?

China has this week reopened its borders for the first time in nearly three years. There have been scenes of joy and relief for many Chinese citizens after years of isolation. Ed Butler asks whether this is a turning point, as some are describing. What are the longer term economi ... Show More

19m 7s

China’s Congress: an inflection point?