How a popular trade collapsed — and why it matters
The rapid unwinding of the Japanese yen carry trade is rippling through global markets. Goldman Sachs Research’s Kamakshya Trivedi, head of Global Foreign Exchange, Interest Rates, and Emerging Market...
13 Elo 202425min
Why recession fears are likely overblown
Global markets sold off sharply amid rising US recession fears. Goldman Sachs Research’s Chief US Economist David Mericle explains why those concerns are likely overblown. Learn more about your ad ch...
6 Elo 202416min
TPG CEO Jon Winkelried on the evolution of private equity and alternative markets
“Tectonic shifts” are reshaping the private markets and spurring consolidation among alternative asset managers, explains TPG CEO Jon Winkelried on Goldman Sachs Exchanges: Great Investors. Winkelried...
2 Elo 202443min
Can the US consumer stay strong?
The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog,...
30 Heinä 202421min
Private credit investing with Ares Management’s Mike Arougheti
Ares Management’s Co-founder, CEO, and President Mike Arougheti shares his outlook for the economy and private markets, his evolution as a leader, and the firm’s path to building its prowess in privat...
23 Heinä 202444min
A skeptical look at AI investment
Tech giants and beyond are set to spend an estimated $1 trillion on AI capex in coming years. Will this investment pay off? And if it doesn’t, what does that mean for businesses and investors? MIT’s D...
16 Heinä 202428min
Oil’s extended reign? Adapting to a new era in oil markets
Rising incomes and slowing electric vehicles sales are slowing the world’s transition away from oil. Goldman Sachs Research’s Daan Struyven and Nikhil Bhandari discuss the supply-and-demand drivers sh...
9 Heinä 202422min
Taking stock: Can the US rally continue?
Can US stocks sustain their rally from here? Goldman Sachs Research’s David Kostin, chief US equity strategist, shares his outlook for equities for the second half of the year and the risks that could...
2 Heinä 202418min
