Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025.
This episode was recorded on July 17, 2025.
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Nov 18
The Fed's Tightrope: Inflation, Labor, and the Path Ahead
With inflation above target and the labor market weakening, is the Fed poised to cut rates again? Rob Kaplan, Vice Chairman of
Goldman Sachs, discusses the uncertain outlook with Allison Nathan.
This episode was recorded on November 12, 2025.
The opinions and views expressed ... Show More
19m 54s
Nov 5
China's Economy: Reasons for Optimism
As the US and China navigate trade tensions, what's the outlook for China's economic growth? Hui Shan, chief China economist in Goldman Sachs Research, discusses with Allison Nathan. This episode was recorded on November 3rd, 2025. The opinions and views expressed herein are as o ... Show More
18m 27s
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s
Aug 1
“Stocks Are Still Very Undervalued”
With the Fed still waiting on rate cuts, what’s the outlook for global assets – and where are the biggest opportunities now? Anshul Sehgal, Global Co-Head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldm ... Show More
12m 10s
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
Jan 2025
Guess Who's Back (Ep. 119)
<p>The investing world is buzzing as markets rally, inflation softens, and a familiar political figure makes headlines.</p><p>How do these factors shape the current economic picture? What are the implications for portfolios and policies in the months ahead?</p><p>In this episode, ... Show More
38m 21s
Apr 2025
Tariffs Crush Global Markets… And Volatility Swings Ahead Of Tomorrow’s Jobs Report 4/3/25
<p>Stocks are tumbling as tariffs take their toll, but will this cause the markets to reset? We’ll break down the impact on retail, international reaction, and what investors can expect in the coming weeks. Plus what to expect out of tomorrow’s jobs report, as volatility spikes a ... Show More
49m 12s
Sep 26
Markets rattle as data surprises and tariffs return
Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ... Show More
13m 31s