2025 outlook: Will tailwinds trump tariffs?
Exchanges20 Marras 2024

2025 outlook: Will tailwinds trump tariffs?

As the global economy comes off of another year of relatively strong growth in 2024, new and important variables are now in the mix with the election of Donald Trump and the Republican sweep of Congress. So can this solid performance continue amid the policy shifts ahead, and what might be the implications for markets? In this episode, Jan Hatzius, Goldman Sachs’ chief economist and head of Goldman Sachs Research, and Dominic Wilson, senior advisor in global markets research, discuss the economic and market outlook for the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Private equity investing with Blackstone’s Joe Baratta

Private equity investing with Blackstone’s Joe Baratta

Blackstone’s Global Head of Private Equity Joe Baratta shares his outlook for the private equity industry, the macro environment today, and his evolution as a leader. Learn more about your ad choices....

10 Syys 202439min

Will Fed policy trigger a US recession?

Will Fed policy trigger a US recession?

Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fall into recession, and will overly tight Federal Res...

5 Syys 202425min

Will Fed policy trigger a US recession?

Will Fed policy trigger a US recession?

Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fall into recession, and will overly tight Federal Res...

4 Syys 202425min

Women in the workforce: Analyzing the gains and gaps

Women in the workforce: Analyzing the gains and gaps

Twenty-five years ago, Goldman Sachs research analyst Kathy Matsui wrote a report about the Japanese economy called Womenomics, stating that future potential economic growth will depend on increased f...

20 Elo 202428min

How a popular trade collapsed — and why it matters

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

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

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?

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

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