What happens if the U.S. government can’t pay its bills?
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
The Markets: Volatility, Earnings, and European Equities
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
Navigating the trillion dollar path to a more sustainable economy
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
How Porsche CEO Oliver Blume is driving innovation
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
The Markets: A ‘bulletproof’ stock market?
Breaking down recent bank earnings, China’s GDP, European markets and the tech sector, Tony Pasquariello, global head of hedge fund coverage for Global Banking & Markets, joins the inaugural episode o...
21 Huhti 20239min
Navigating the ‘perfect storm’ in commercial real estate
The recent stress in the banking sector appears to have abated but there are knock-on effects that are pressuring a key corner of the economy: commercial real estate. So could commercial real estate b...
18 Huhti 202328min
What’s on the minds of the world’s largest investors?
As one of the largest investors in the world, insurers represent about $30 trillion in assets — which means their investment decisions can have an outsized impact on markets and investment flows. So i...
14 Huhti 202321min
All about bank(panic)s and the implications for policy
The recent banking turmoil in the U.S. and Europe triggered by the failure of Silicon Valley Bank — the largest bank failure since the 2008 financial crisis — seems to have abated, but questions remai...
11 Huhti 202330min
