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?”
Rising Stagflation Risks Are Changing the Investment Playbook
Europe’s Digital Economy: What’s Driving Europe’s Tech Acceleration
How the Russia-Ukraine Crisis is Reshaping the Global Energy Landscape
How Policymakers are Navigating Stagflation Risk
Gene Editing: The Future of Genomic Medicine & Biotech Investing
The Next Tech Battleground: Online Gaming & the Metaverse
Raising Capital: How Corporate Financing Strategies Are Evolving
What the Russia-Ukraine Conflict Means for the Global Economy and Markets
What the Fed’s Hawkish Pivot Means for Economic Growth and Markets
The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
What’s Ahead for the Housing Market
Piloting Through: Why Investors Should Stay the Course
Is 2022 the Endemic Year?
As Rates Reprice and Stocks Sell Off, What’s Next?
Goldman Sachs’ David Solomon on the Firm’s Performance, the Global Economy and What to Expect in 2022
Understanding the Metaverse and Web 3.0
What’s Next for M&A
Accelerating Transition: Market Tools for ESG
Investing in Climate Change 2.0
Redefining the Retirement Landscape
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