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
Jul 21
US Midyear Outlook: Geopolitical Shocks, the New Fed Era, and Growth
As a newly installed chairman takes the helm of the Federal Reserve, US monetary policy remains uncertain amid a soft inflation print and escalating tensions in the Middle East. David Mericle, chief US economist in Goldman Sachs Research, forecasts the Fed to keep interest rates ... Show More
18m 24s
Jul 15
The Growth of the Space Industry
Falling launch costs, innovations, and AI are fuelling a space economy that could reach $1 trillion by the 2040s, according to Michael Tarulli and Erik Sparks in Goldman Sachs Investment Banking. The key driver: launch costs have plunged sharply, opening up access to space and en ... Show More
16m 34s
Dec 2023
Holiday shopping: Consumer savvy and retailer responses
Across the United States, consumers are continuing to spend, but they’re not opening their wallets too wide. Joining us are McKinsey partners Colleen Baum and Tamara Charm who say retailers that offer personalized promotions, same-day delivery, and “buy now, pay later” plans are ... Show More
23m 18s
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
Nov 2021
Is inflation making a comeback?
Inflation has hardly been seen in the developed world economies for the last three decades. But now some economists are warning it could be returning with a vengeance, because of supply chain problems, post-Covid exuberance, and higher wage demands. What is going on, and should w ... Show More
18m 24s
Feb 2025
Is the US consumer in trouble?
A sharp decline in consumer sentiment is leading to questions about consumer strength. Are investors right to be concerned, and where are the opportunities in consumer stocks now? Scott Feiler, consumer sector specialist in Goldman Sachs Global Banking & Markets, discusses with C ... Show More
7m 36s
<p>Our panel of analysts discusses the health of the US consumer through the lens of spending, credit use and home ownership. </p><p><br></p><p>----- Transcript -----</p><p><br></p><p><strong>James Egan:</strong> Welcome to Thoughts on the Market. I'm James Egan, Morgan ... Show More
