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

Jaksot(595)

Emerging market equities poised to overtake developed market equities

Emerging market equities poised to overtake developed market equities

Developed market equities have long dominated global equity markets, but that’s set to change in the coming decades. Kevin Daly, co-head of CEEMEA Economics in Goldman Sachs Research, explains why EM capital markets are likely to rise significantly. Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Syys 202315min

How companies, private equity firms, and institutional investors are navigating the global economy

How companies, private equity firms, and institutional investors are navigating the global economy

Goldman Sachs’ Co-head of Global Banking & Markets Jim Esposito explains how companies and investing clients are navigating markets and the global economy in the latest episode of Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Syys 202325min

A conversation with Renaissance Technologies CEO Peter Brown

A conversation with Renaissance Technologies CEO Peter Brown

In this special episode of Goldman Sachs Exchanges: Great Investors, Peter Brown, CEO of Renaissance Technologies, talks about his career and building the hedge fund company. He also recounts how the firm navigated market crises such as the “quant quake” and the Global Financial Crisis, and describes how computer models and algorithms have long played a role in Renaissance’s growth.  Learn more about your ad choices. Visit megaphone.fm/adchoices

11 Syys 202340min

The Fed is likely finished hiking rates as the US avoids recession

The Fed is likely finished hiking rates as the US avoids recession

Worries that rising inflation will force the Federal Reserve to raise interest rates later this year appear to be fading amid encouraging signs in the jobs market. Goldman Sachs Research’s Chief U.S. Economist David Mericle shares his views on the U.S. economy, inflation, and the Fed’s path from here. Learn more about your ad choices. Visit megaphone.fm/adchoices

7 Syys 202323min

The economic potential of closing gender and racial gaps

The economic potential of closing gender and racial gaps

Goldman Sachs Research’s Sharon Bell and Gizelle George-Joseph discuss the progress, challenges, and opportunities facing women and Black Americans, respectively, and why reducing racial, gender, and economic inequities could ultimately raise global growth over the long term. Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Elo 202327min

The music industry’s turning point

The music industry’s turning point

The music industry is on the verge of another major structural change, so what should listeners, artists, and industry professionals expect over the years to come? Goldman Sachs Research’s Lisa Yang discusses her latest Music in the Air report which analyzes how streaming, artificial intelligence, and changing listener behavior are affecting the industry. Learn more about your ad choices. Visit megaphone.fm/adchoices

18 Elo 202326min

BlackRock’s Rick Rieder on his career, the markets, and investing in the current environment

BlackRock’s Rick Rieder on his career, the markets, and investing in the current environment

As the Chief Investment Officer of Global Fixed Income for BlackRock, Rick Rieder and his team are responsible for about $2.4 trillion of assets. In this episode of Goldman Sachs Exchanges: Great Investors, Rieder shares his views on the markets, the strength of the U.S. economy, and where he’s finding investment opportunities.  Learn more about your ad choices. Visit megaphone.fm/adchoices

17 Elo 202329min

Corporate credit concerns

Corporate credit concerns

Higher interest rates are making it more expensive for companies to borrow money. So what could that mean for the health of corporate America? Saba Capital Management’s Boaz Weinstein, founder and CIO, and Goldman Sachs’ Lotfi Karoui, chief credit strategist, discuss the outlook for U.S. credit markets. This episode of Goldman Sachs Exchanges is based on Goldman Sachs Research’s latest Top of Mind report. Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Elo 202322min

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