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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Niche No Longer: ESG Investing Goes Mainstream

Niche No Longer: ESG Investing Goes Mainstream

What does it mean to be an environmental, social and governance (ESG) investor? For John Goldstein, co-founder of Imprint Capital and a managing director in Goldman Sachs Asset Management, investing f...

21 Huhti 201628min

Mutant Mosquitoes, 'Peak Stuff' and the Shifting Currents of Innovation

Mutant Mosquitoes, 'Peak Stuff' and the Shifting Currents of Innovation

Hugo Scott-Gall recaps the technologies and topics discussed at the second-annual Goldman Sachs Research Innovation Symposium, including the evolving markets for drones, the surprising demographics of...

6 Huhti 201620min

Billion Dollar Babies: Virtual Reality and the Shift to Cloud

Billion Dollar Babies: Virtual Reality and the Shift to Cloud

Heather Bellini, head of the Technology Research Group in Goldman Sachs Research, discusses the multi-billion dollar industry forming around virtual and augmented reality, and the $300 billion in ente...

22 Maalis 201623min

"Fat and Flat" and the Market Path from Here

"Fat and Flat" and the Market Path from Here

Peter Oppenheimer, Goldman Sachs Research's chief equity strategist and head of European Macro Research, weighs in on the recent rally in equity markets, the "third wave" of the financial crisis, the ...

10 Maalis 201626min

The Markets vs. the Economy - Explaining the Disconnect

The Markets vs. the Economy - Explaining the Disconnect

Jan Hatzius, Goldman Sachs' chief economist, and Jeff Currie, global head of Commodities Research, explain why volatility in the oil, equity and credit markets could be sending false signals about the...

25 Helmi 201630min

Market Viewpoints - Gary Cohn on China, Commodities and Tech IPOs

Market Viewpoints - Gary Cohn on China, Commodities and Tech IPOs

Gary Cohn, president and chief operating officer of Goldman Sachs, shares his perspective on the state of global markets -- including China's economic slowdown, volatile oil prices and the evolution o...

9 Helmi 201626min

The Digitization of Finance

The Digitization of Finance

Don Duet, co-head of the Technology Division at Goldman Sachs, discusses the technological transformation of the financial services industry, and how advances in open source, big data, blockchain and ...

20 Tammi 201627min

Beyond the Fed Hike: The Business of Banking in 2016

Beyond the Fed Hike: The Business of Banking in 2016

US banks are at an inflection point after the Federal Reserve's decision to raise its benchmark interest rate for the first time in nearly a decade. Goldman Sachs Research's Richard Ramsden discusses ...

6 Tammi 201621min

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