Will Fed policy trigger a US recession?
Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fall into recession, and will overly tight Federal Res...
4 Sep 202425min
Women in the workforce: Analyzing the gains and gaps
Twenty-five years ago, Goldman Sachs research analyst Kathy Matsui wrote a report about the Japanese economy called Womenomics, stating that future potential economic growth will depend on increased f...
20 Aug 202428min
How a popular trade collapsed — and why it matters
The rapid unwinding of the Japanese yen carry trade is rippling through global markets. Goldman Sachs Research’s Kamakshya Trivedi, head of Global Foreign Exchange, Interest Rates, and Emerging Market...
13 Aug 202425min
Why recession fears are likely overblown
Global markets sold off sharply amid rising US recession fears. Goldman Sachs Research’s Chief US Economist David Mericle explains why those concerns are likely overblown. Learn more about your ad ch...
6 Aug 202416min
TPG CEO Jon Winkelried on the evolution of private equity and alternative markets
“Tectonic shifts” are reshaping the private markets and spurring consolidation among alternative asset managers, explains TPG CEO Jon Winkelried on Goldman Sachs Exchanges: Great Investors. Winkelried...
2 Aug 202443min
Can the US consumer stay strong?
The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog,...
30 Jul 202421min
Private credit investing with Ares Management’s Mike Arougheti
Ares Management’s Co-founder, CEO, and President Mike Arougheti shares his outlook for the economy and private markets, his evolution as a leader, and the firm’s path to building its prowess in privat...
23 Jul 202444min
A skeptical look at AI investment
Tech giants and beyond are set to spend an estimated $1 trillion on AI capex in coming years. Will this investment pay off? And if it doesn’t, what does that mean for businesses and investors? MIT’s D...
16 Jul 202428min
