Update on US Growth and Earnings Forecasts, and Expected Stimulus Programs
Exchanges23 Maalis 2020

Update on US Growth and Earnings Forecasts, and Expected Stimulus Programs

Goldman Sachs’ top economists and strategists discuss revised forecasts for the US economy and corporate earnings and the prospect of federal stimulus programs in the face of the COVID-19 outbreak. Learn more about your ad choices. Visit megaphone.fm/adchoices

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What’s ahead for the U.S. economy?

What’s ahead for the U.S. economy?

The U.S. economy has shown signs of surprising resilience this year, despite concerns over inflation, recession and the Fed’s path from here. In the latest episode of Goldman Sachs Exchanges, David Me...

28 Kesä 202321min

GQG’s Rajiv Jain on bold moves, growth of capital and global markets

GQG’s Rajiv Jain on bold moves, growth of capital and global markets

Since GQG Partners’ Chairman and CIO Rajiv Jain co-founded the global boutique asset management firm in 2016, the company has grown to more than $100 billion in assets under management. In this episod...

20 Kesä 202323min

The Markets: What the Fed’s hawkish pause means for markets

The Markets: What the Fed’s hawkish pause means for markets

Breaking down the latest decisions from the Fed and the ECB, as well as how corporates are navigating the current economic climate, Jonathan Fine, head of Investment Grade Syndicate in the Americas in...

16 Kesä 202310min

An inside look at family offices’ investing strategies

An inside look at family offices’ investing strategies

Family offices have long managed the financial affairs of the world's wealthiest families. In this episode, Meena Flynn and Sara Naison-Tarajano from Goldman Sachs’ Asset & Wealth Management business,...

13 Kesä 202326min

The Markets: Why the AI-driven tech rally has legs

The Markets: Why the AI-driven tech rally has legs

Investor enthusiasm for artificial intelligence has driven equity markets higher, but does the current rally have legs? In this week’s Markets podcast from Goldman Sachs Exchanges, Sung Cho, co-head o...

9 Kesä 20239min

How countries and companies are reshaping their supply chains

How countries and companies are reshaping their supply chains

How are countries and companies reshaping their supply chains for a new era of global trade? In this episode, Andrew Tilton, chief Asia Pacific economist in Goldman Sachs Research, Luke Barrs from the...

6 Kesä 202338min

The Markets: What’s next for U.S. Treasuries

The Markets: What’s next for U.S. Treasuries

Discussing what’s next for U.S. treasury issuance as debt ceiling concerns fade, the Fed’s next move, and underlying trends in U.S. equity performance this year, Beth Hammack, co-head of the Global Fi...

2 Kesä 202310min

Daunting debt limit dynamics

Daunting debt limit dynamics

In this episode, Stephen Kaplan, associate professor at George Washington University, Alec Phillips, Goldman Sachs Research’s chief political economist, and David Beers, former head of sovereign credi...

30 Touko 202321min

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