What the Russia-Ukraine Conflict Means for the Global Economy and Markets
In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Daan Struyven, senior global economist, Peter Oppenheimer, chief global equity strategist, and Kamakshya Trivedi, co-head of Global Foreign Exchange, Interest Rates and Emerging Markets Strategy Research, discuss the implications of the Russia-Ukraine conflict on global economies, equities and emerging markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Maalis 202227min
What the Fed’s Hawkish Pivot Means for Economic Growth and Markets
In the latest episode of Exchanges at Goldman Sachs, David Mericle, Goldman Sachs Research’s chief U.S. economist, and Brian Friedman, Global Markets Division’s global head of Market Strats, discuss how the hawkish shift in Fed policy is affecting economic growth, markets and investors. Learn more about your ad choices. Visit megaphone.fm/adchoices
22 Helmi 202225min
The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
In the latest episode of Exchanges at Goldman Sachs, Jeffrey Currie, Global Head of Commodities Research in the Goldman Sachs Research, discusses why he believes commodities are entering a supercycle and how the current geopolitical landscape is shaping commodity markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
15 Helmi 202223min
What’s Ahead for the Housing Market
In the latest episode of Exchanges at Goldman Sachs, Toll Brothers CEO and Chairman Doug Yearley and Terry Hagerty, Goldman Sachs’ co-head of Homebuilding and Building Products, discuss the outlook for the housing and home building market in 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices
8 Helmi 202223min
Piloting Through: Why Investors Should Stay the Course
In the latest episode of Exchanges at Goldman Sachs, Sharmin Mossavar-Rahmani, Head of the Investment Strategy Group and Chief Investment Officer for the Consumer and Wealth Management Division, discusses the investment themes outlined in ISG’s 14th annual investment outlook and explains why investors should continue to stay invested. Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Helmi 202222min
Is 2022 the Endemic Year?
In the latest episode of Exchanges at Goldman Sachs, Jeffrey Shaman, Director of the Climate and Health Program at Columbia University’s Mailman School of Public Health, and Dr. Eric Topol, Founder and Director of the Scripps Translational Science Institute, discuss the rapid spread of the Omicron variant of SARS-CoV-2 and the potential shift to an endemic phase of the pandemic in 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices
27 Tammi 202224min
As Rates Reprice and Stocks Sell Off, What’s Next?
In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s David Kostin and Global Markets Division’s Jonathan Shugar share their thoughts on how the recent jump in bond yields and sell off in growth stocks are reshaping markets and investor strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices
24 Tammi 202225min
Goldman Sachs’ David Solomon on the Firm’s Performance, the Global Economy and What to Expect in 2022
In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Chairman and CEO David Solomon shares his thoughts on the year ahead and what he expects for the global economy, markets and corporate activity. Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Tammi 202220min
