The Trump administration’s tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tariffs send the US into a recession? And, if so, what might that recession look like? Economist and Nobel Laureate Paul Krugman, Goldman Sachs Research’s Jan Hatzius, and American Compass’ Oren Cass speak with Goldma ... Show More
Oct 30
Brookfield’s Connor Teskey on the Real Bottleneck in the AI Buildout
The bottleneck in the artificial intelligence (AI) buildout is neither capital nor demand, but rather the operational capability to develop land, secure a grid connection, and build the power supply, says Brookfield Asset Management CEO Connor Teskey on Goldman Sachs Exchanges: G ... Show More
35m 18s
Oct 27
Goldman Sachs Chairman and CEO David Solomon on AI: Implementation, Accountability, and Jobs
With the right “rules of the road,” advancing AI doesn’t have to be a choice between innovation and safety, says David Solomon, chairman and CEO of Goldman Sachs. He also explains why he’s optimistic about AI’s impact on the job market in this episode of the Exchanges podcast. Ke ... Show More
16m 52s
Oct 23
Why Oil Prices Are Surging Despite Recovering Supply
Middle East crude flows have rebounded, but precautionary buying and portfolio hedging are among the factors keeping prices elevated, says Daan Struyven, co-head of Global Commodities Research and head of Oil Research, on the Goldman Sachs Exchanges podcast. Key takeaways: Precau ... Show More
14m 13s
Aug 2025
Here's Why Tariffs May Deliver for Trump
US President Donald Trump’s tariff strategy is reshaping trade, diplomacy, and the American economy. The levies have sparked turmoil in financial markets, but are already bringing in billions of dollars in revenue for the US Treasury. So far, the global economy has held up better ... Show More
10m 42s
Nov 2024
Deep Dive: What Trump's Tariff Tactics Mean for the Economy
<p>President-elect Trump isn't in office yet but is already threatening tariffs against key trading partners: Mexico, Canada, and China. As tensions rise, industries from automobiles to agriculture are bracing for potential price hikes and disruptions. We explore how these tariff ... Show More
9m 17s
<p><strong>Shanella Rajanayagam</strong>, <strong>Fred Neumann</strong> and <strong>Daragh Maher</strong> assess the sweeping new tariffs announced by the Trump administration and what they mean for the economic and FX outlook.</p><br><p>For more content from HSBC Global Research ... Show More
