Recession was the big fear heading into 2023, but the global growth outlook seems to be — if anything — improving. But could this better growth outlook in itself reignite inflation concerns? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Jan Hatzius, Stanford’s Hoover Institution’s John Cochrane and Carlyle Co-founder David Rubenstein dig into the risks around an inflation resurgence. This episode is based off of Goldman Sachs’ most recent Top of Mind report, “The Bigger Worry: Growth or Inflation?”
Industrials Influx: What’s Fueling Record Activity Levels?
Crypto: A New Asset Class?
What’s Ahead for Inflation?
Copper is the New Oil
Fostering Innovation Within Companies: An Inside Look at GS Accelerate
The Exit Interview: Jake Siewert on the Media, Communications and the Role of Podcasts
Why Global Insurers Are Leaning Into Risk
Markets Update: Emerging Markets’ Next Phase
The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates
What’s Ahead for the U.S. Dollar?
Whenever, Wherever: Seamless Commerce is the Future of Retail
What’s Behind the Record Level of Equity Issuance?
Top of Mind: Reflation Risk
Outlook for Equity Markets
A Guide to Bubbles and Why We Are Not in One
How Supply-Chain Disruptions Are Impacting Inflation
Special Episode: What the American Rescue Plan Means for the Economy, Markets, Corporations and Investors
The State of U.S. Corporate Pensions
The Case for Investing in Black Women
Higher Rates Unlikely to Derail the US Housing Market Strength
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