As the holiday shopping season kicks off — against a backdrop of high inflation and slowing economic growth — will consumers continue to remain a bright spot in the U.S. economy? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s David Mericle, chief U.S. economist, Kate McShane, U.S. retail analyst, and Eric Sheridan, U.S. interne ... Show More
Jan 23
Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets
Goldman Sachs Chairman and CEO David Solomon discusses AI, M&A, and the firm’s path forward. This episode was recorded on January 20th, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily refle ... Show More
21m 20s
Jan 20
Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation
In the third and final episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s Peter Oppenheimer, Kamakshya Trivedi, Daan Struyven, and Christian Mueller-Glissmann share the trends shaping assets and portfolio allocation in 2026. Learn more about Gold ... Show More
25m 46s
May 2024
Consumer stocks: Finding the winners
Recent earnings and economic data are putting the US consumer in focus. So what have we learned about the state of the consumer, and which subsectors are coming out ahead? Scott Feiler, a consumer sector specialist in Global Banking & Markets, joins Goldman Sachs Research’s Chris ... Show More
7m 59s
Aug 2022
Seth Carpenter: Is a Global Recession Upon Us?
<p>Amid global shocks across supply, commodities and the U.S. Dollar, central banks continue to fight hard against inflation, leading many to wonder if a global recession is imminent.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Seth Carpen ... Show More
3m 47s
Oct 2022
U.K. Economy: All Eyes on the U.K.
<p>As the U.K. deals with a bout of market volatility, political transitions, and sticky inflation, how will policy makers and the Bank of England respond, and where might the U.K. economy be headed from here? Chief Cross-Asset Strategist Andrew Sheets and U.K. Economist Bruna Sk ... Show More
8m 3s
Apr 2023
Consumer Staples Check-Up, a U.S. Credit Crunch, and Closing Out the Trading Week 04/21/23
<p>Procter & Gamble is kicking off a lineup of earnings for consumer staples stocks as investors look for insight into spending trends. Goldman Sachs' Jason English lays out the sector's trade. Plus, Citigroup says it's premature to rule out the potential for a credit crunch in t ... Show More
45m 16s
<p>While banking conditions seem to have stabilized for now, tighter credit conditions could still hit U.S. economic growth.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Ellen Zentner, Morgan Stanley's Chief U.S. Economist. Along ... Show More
