US presidential elections outlook: Implications for policy and markets
Exchanges9 Jan 2024

US presidential elections outlook: Implications for policy and markets

As the primary season in the US presidential election kicks off this month, Goldman Sachs’ Joe Wall from the Office of Government Affairs and Alec Phillips, chief US political economist in Goldman Sachs Research, explain the issues at stake and implications for policies and markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(606)

China’s Congress: an inflection point?

China’s Congress: an inflection point?

The 20th Party Congress of the Chinese Communist Party, which kicked off on Sunday, promises to be one of the most significant events for China in modern history, not only because President Xi Jinping...

18 Okt 202225min

Taking Stock: What’s Ahead for US Markets

Taking Stock: What’s Ahead for US Markets

It’s been a bleak year for the stock market which, despite some short-term rallies, is still firmly entrenched in bear market territory. So where do we go from here? In the latest episode of Exchanges...

11 Okt 202216min

Breaking Down the Dollar's Rise

Breaking Down the Dollar's Rise

What’s behind the volatility in the currency markets—and how much higher can the dollar go? In the latest episode of Exchanges at Goldman Sachs, Kamakshya Trivedi, Head of Global Foreign Exchange, Int...

4 Okt 202219min

Why Sustainability is a Fashion Staple

Why Sustainability is a Fashion Staple

One of the fastest-growing sectors in the fashion and apparel industry has been the resale market, fueled by price and environmental concerns. So what are the opportunities and challenges for retailer...

27 Sep 202222min

Will Slaying Inflation Require Recession?

Will Slaying Inflation Require Recession?

In the fight to combat high inflation, the Federal Reserve and the European Central Bank have embarked on aggressive tightening paths. But how much damage to economic growth will they ultimately have ...

20 Sep 202219min

Bear Market Bounce or Stock Market Bottom?

Bear Market Bounce or Stock Market Bottom?

Has the stock market hit bottom yet? Or are we seeing another false bottom? In the latest episode of Exchanges at Goldman Sachs, Peter Oppenheimer, Chief Global Equity Strategist and head of Macro Res...

13 Sep 202225min

How Inflation, Rates and Recession Are Reshaping the Real Estate Market

How Inflation, Rates and Recession Are Reshaping the Real Estate Market

While the real estate market has been a near sure-fire investment in recent years, rising rates, inflation and recession risks are reshaping the investment landscape. In the latest episode of Exchange...

6 Sep 202227min

Why We’re In a ‘Golden Age’ of Life Sciences Innovation

Why We’re In a ‘Golden Age’ of Life Sciences Innovation

The business of life sciences came into sharp focus after the pandemic highlighted the effectiveness of mRNA vaccines in protecting people against COVID. But what exactly is life sciences and is the r...

16 Aug 202221min

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