What are the long-term trends shaping the global economy? What countries are likely to power global growth in the decades to come? In the latest episode of Exchanges at Goldman Sachs, Kevin Daly, co-head of the economics team covering Central & Eastern Europe, the Middle East and Africa, discusses the team’s long-term projections and the continued convergenc ... Show More
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
Feb 2024
How geopolitical instability is affecting markets
As tensions in the Middle East continue to rise, what does this mean for markets and the global economy? Jared Cohen, president of Global Affairs and co-head of the Office of Applied Innovation at Goldman Sachs, and Sam Morgan, global head of fixed income currencies and commoditi ... Show More
9m 57s
Jul 2022
What Does Stagflation Mean for the Global Economy?
The world is grappling with a sharp deceleration in growth, coupled with rising inflation. Are we experiencing so-called stagflation, what does that mean for people, and what can we learn from comparable situations in the past?In this episode of The Development Podcast, World Ban ... Show More
30m 1s
Sep 2023
Calling for the "reglobalization" of trade: WTO chief Ngozi Okonjo-Iweala
Ian Bremmer sits down with World Trade Organization Director General Ngozi Okonjo-Iweala, the first woman and first person from Africa to lead the organization, for a conversation about the good, the bad, and the future of global trade on the GZERO World podcast. In the last ha ... Show More
17m 42s
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