The Bigger Worry: Growth or Inflation?
Exchanges7 Feb 2023

The Bigger Worry: Growth or Inflation?

Recession was the big fear heading into 2023, but the global growth outlook seems to be — if anything — improving. But could this better growth outlook in itself reignite inflation concerns? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Jan Hatzius, Stanford’s Hoover Institution’s John Cochrane and Carlyle Co-founder David Rubenstein dig into the risks around an inflation resurgence. This episode is based off of Goldman Sachs’ most recent Top of Mind report, “The Bigger Worry: Growth or Inflation?” Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(608)

What’s next for crypto regulations?

What’s next for crypto regulations?

The recent rapid collapse of cryptocurrency exchange FTX on the heels of the crash of Terra’s Luna stablecoin and the failure of the Celsius crypto lending platform has sent shockwaves through the cry...

20 Des 202226min

The Outlook for Financial Services

The Outlook for Financial Services

Banks are often seen as a bellwether for the economy—so what are they signaling about the outlook for the US? GS Research’s Richard Ramsden and Alex Blostein discuss in the latest episode of Exchanges...

13 Des 202222min

Asset Allocation Outlook for 2023: Greater Diversification and Divergence

Asset Allocation Outlook for 2023: Greater Diversification and Divergence

Market volatility, inflation and positive correlations across assets have put a question mark on the diversification benefits of multi-asset portfolios. In the latest episode of Exchanges at Goldman S...

6 Des 202224min

The Path to Net Zero: Managing the Transition

The Path to Net Zero: Managing the Transition

Rising concerns over climate change are spurring investments into clean energy to help bring the world closer to net zero. But where are we in that transition? And how is that path to decarbonization ...

29 Nov 202218min

Central bank tightening: what could break?

Central bank tightening: what could break?

Central banks’ aggressive policy tightening has raised concerns about what could break in a global financial system accustomed to low rates. In the latest Exchanges at Goldman Sachs, Goldman Sachs’ Al...

22 Nov 202224min

Europe’s Energy Crisis: End in sight or far from over?

Europe’s Energy Crisis: End in sight or far from over?

Plentiful natural gas supplies and mild weather across Europe are creating optimism that the continent may be able to avoid shortages and blackouts this winter. But is that optimism premature? In the ...

15 Nov 202224min

Breaking Down the U.S. Midterm Elections: What’s Next for Policy, Markets and Economic Growth

Breaking Down the U.S. Midterm Elections: What’s Next for Policy, Markets and Economic Growth

As the voting continues from the U.S. midterm elections, the results so far indicate a status quo in country’s political divisions. But what does a divided Congress mean for policy, markets and econom...

10 Nov 202227min

Amid Rising Inflation and Slowing Growth, How is the U.S. Consumer Faring?

Amid Rising Inflation and Slowing Growth, How is the U.S. Consumer Faring?

As the holiday shopping season kicks off — against a backdrop of high inflation and slowing economic growth — will consumers continue to remain a bright spot in the U.S. economy? In the latest episode...

8 Nov 202222min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
finansredaksjonen
utbytte
pengepodden-2
rss-sunn-okonomi
morgenkaffen-med-finansavisen
lederpodden
stormkast-med-valebrokk-stordalen
liberal-halvtime
rss-markedspuls-2
lederskap-nhhs-podkast-om-ledelse
arcticpodden