Markets Update: Inflation and Equities
Exchanges19 Feb 2021

Markets Update: Inflation and Equities

Peter Oppenheimer, Goldman Sachs’ chief global equity strategist and head of Macro Research in Europe, talks about why the changing mix of policy support in this cycle suggests a possible inflection point towards a more reflationary environment. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(606)

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

Caught in a ‘Financial Vortex’: Why Retirement Expectations Often Fall Short of Reality

Caught in a ‘Financial Vortex’: Why Retirement Expectations Often Fall Short of Reality

Amid rising interest rates, high inflation, and market volatility, a challenging macroeconomic environment is throwing individuals’ retirement readiness off track. In the latest Exchanges at Goldman S...

1 Nov 202220min

Navigating Macro Headwinds: A Conversation With the Founders of Brex and Chief

Navigating Macro Headwinds: A Conversation With the Founders of Brex and Chief

What’s top of mind for exceptional entrepreneurs? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Kim Posnett, global head of Investment Banking Services, sat down with two company...

25 Okt 202222min

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