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(596)

Markets Update: January’s Record Inflows and Retail Trading Boom

Markets Update: January’s Record Inflows and Retail Trading Boom

Scott Rubner of Goldman Sachs' Global Markets Division recaps historic inflows into global equities in January and talks about the ongoing retail trading phenomenon and what it means for markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Jan 202114min

France’s Economic Environment for 2021

France’s Economic Environment for 2021

Pierre Hudry, head of Goldman Sachs' Paris office, talks about the landscape in France for both small businesses and large corporations as the economy recovers from the pandemic.  Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Jan 202111min

Goldman Sachs CFO Stephen Scherr on 2020 and How the Firm is Tracking Against Its Goals

Goldman Sachs CFO Stephen Scherr on 2020 and How the Firm is Tracking Against Its Goals

One year after Goldman Sachs’ first-ever Investor Day, Stephen Scherr, the firm’s Chief Financial Officer, provides an update on how the firm is tracking against its goals and why 2021 will be a “year of execution.” Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Jan 202134min

Policy Outlook for the Year Ahead

Policy Outlook for the Year Ahead

Alec Phillips, chief political economist for Goldman Sachs Research, talks about the policy outlook for the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Jan 202116min

Markets Update: Emerging Markets in 2021

Markets Update: Emerging Markets in 2021

Jennifer Roth of Goldman Sachs' Global Markets Division gives a quick update on why investors have been turning to emerging markets amid the global backdrop of low interest rates. Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Jan 20215min

Companies Continue to Turn to SPACs for Greater Flexibility

Companies Continue to Turn to SPACs for Greater Flexibility

Olympia McNerney of Goldman Sachs’ Investment Banking Division talks about the continued momentum behind SPACs as an alternative path for companies to raise money in the public markets.  Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Jan 202118min

Markets Update: 2021 Global Growth Outlook

Markets Update: 2021 Global Growth Outlook

As part of a client call hosted on January 8th, Jan Hatzius, Goldman Sachs’ chief economist, talks about why his team continues to forecast above-consensus growth for 2021, despite the weak US jobs report for December.  Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Jan 202124min

What’s Included in the $900 Billion US Stimulus Package?

What’s Included in the $900 Billion US Stimulus Package?

Joe Wall of Goldman Sachs’ Office of Government Affairs explains what’s included -- and what’s not – in the US’ second stimulus package of 2020. Wall also talks about other policy priorities that investors are watching for in the new year. This podcast was recorded on the morning of December 21, 2020.  Learn more about your ad choices. Visit megaphone.fm/adchoices

21 Des 202012min

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