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?”
The Markets: Are markets pricing in the potential of a default?
Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains
The Markets: Why European stocks are beating US equities
Investing during times of market stress
The Markets: Pricing in the probability of a recession
Breaking Free: The rise of corporate separations
U.S.-China: more decoupling ahead?
The Markets: Fed rate hikes, banking stress & debt limit concerns
Is big tech back?
What happens if the U.S. government can’t pay its bills?
The Markets: Volatility, Earnings, and European Equities
Navigating the trillion dollar path to a more sustainable economy
How Porsche CEO Oliver Blume is driving innovation
The Markets: A ‘bulletproof’ stock market?
Navigating the ‘perfect storm’ in commercial real estate
What’s on the minds of the world’s largest investors?
All about bank(panic)s and the implications for policy
How Europe’s tech startups are continuing to innovate in the current market
What’s driving the surge in shareholder activism activity?
Bain Capital’s Stephen Pagliuca on private equity and the Boston Celtics
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