As global growth takes a hit and inflation begins to cool, how does the road ahead look for central banks and investors? Chief Fixed Income Strategist Vishy Tirupattur hosts a roundtable with Chief Economist Seth Carpenter and Chief U.S. Equity Strategist Mike Wilson to discuss.
Jan 2023
What’s ahead for economies and markets in 2023?
What’s in store for economies and markets in 2023? In the latest episode of Exchanges at Goldman Sachs, Jan Hatzius, head of Goldman Sachs Research and the firm’s chief economist, and Dominic Wilson, Senior Advisor in the Global Markets Research Group, explain why they believe th ... Show More
31m 27s
Jan 2024
1175 - Is Real Estate Still a Reliable, Inflation-Proof Investment Heading Into 2024? by Todd Parriott
In 2023, it’s been off to the races as everyone pondered: What will climb higher, faster—mortgage rates or home prices? Typically, the two work inversely and help offset one another, but in an unprecedented circumstance, both mortgage rates hit record highs as housing prices cont ... Show More
11m 42s
Feb 2024
Global Outlook 2024 Podcast – A soft landing, with risks
<p>As we enter 2024, we’re seeing a story of divergence across key economies. While the US has been surprisingly resilient, confidence in China’s economy is under pressure from property-sector woes and concerns about the labour market. What are the implications for other markets? ... Show More
21m 47s
Jan 2024
Brevan Howard's Top Economist Sees Three Huge Macro Turning Points Under Way
Right now, there's a lot of hope and optimism that the US economy is on a path towards a soft landing. Nonetheless, there are aspects of the current landscape that are unsettling. Inflation has come down, but there's significant debate as to why and how sustainable that move is. ... Show More
51m 16s