What’s ahead for the U.S. economy?

In an environment where merger and acquisition activity is still relatively subdued, companies are turning to spinoffs, sales and divestitures. But what factors are driving this trend? In this episode...

11 Touko 202325min

Geopolitical tensions between the U.S. and China have been running high for some time, but are escalating as President Biden prepares to unveil further curbs on U.S. investment to China ahead of this ...

9 Touko 202325min

Explaining the takeaways from this week’s Fed decision, recent banking sector stress and debt limit concerns, Ashish Shah, chief investment officer of Public Investing in Asset & Wealth Management, jo...

5 Touko 20238min

After a sharply disappointing performance in 2022, tech stocks are roaring back. But is the latest revival just a short-term blip? Or is there a new growth phase ahead for the tech sector? In this epi...

4 Touko 202321min

The debate over the U.S. debt ceiling is quickly heating up. If the debt limit is not lifted before the deadline, what does this mean for markets and the economy? In this episode, Goldman Sachs Resear...

2 Touko 202326min

Discussing US equity volatility hitting a low, the takeaways from US and European earnings, and what to expect in next week’s Fed and ECB meetings, Sharon Bell, Goldman Sachs Research’s senior strateg...

28 Huhti 202310min

The path to net zero has never been more complicated as businesses and governments look to balance short-term energy demands with long-term sustainability goals. In the latest episode of Exchanges at ...

27 Huhti 202331min

The initial public offering of luxury car manufacturer Porsche last fall was a bright spot in an otherwise difficult equity market. So how has the automaker navigated the macro challenges and what are...

25 Huhti 202319min