Higher Rates Unlikely to Derail the US Housing Market Strength
Exchanges12 Mar 2021

Higher Rates Unlikely to Derail the US Housing Market Strength

Marty Young of Goldman Sachs Research discusses his team’s new report on the US housing market, one of the most rate-sensitive sectors of the US economy, and why he expects house price appreciation to continue to remain positive even in the event of an interest rate shock. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(592)

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

Markets Update: Financial Services Outlook

Markets Update: Financial Services Outlook

Richard Ramsden, business unit leader of the Financials Group for Goldman Sachs Research, provides an update on the financial services industry and the market backdrop going into 2021. Learn more about your ad choices. Visit megaphone.fm/adchoices

18 Des 202011min

The Outlook for a Commodities Bull Market in 2021

The Outlook for a Commodities Bull Market in 2021

Jeff Currie, head of Commodities Research for Goldman Sachs Research, talks about why his team is bullish on commodities for 2021. Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Des 202016min

Markets Update: Looking Back on 2020’s Roller Coaster Ride

Markets Update: Looking Back on 2020’s Roller Coaster Ride

Drew Pavlovich of Goldman Sachs’ Consumer and Wealth Division recaps a historic year in financial markets and talks about how clients are positioning their portfolios going into 2021.  Learn more about your ad choices. Visit megaphone.fm/adchoices

11 Des 202015min

Gregg Lemkau on How Investment Banking has Changed in his 28 Years at Goldman Sachs

Gregg Lemkau on How Investment Banking has Changed in his 28 Years at Goldman Sachs

Gregg Lemkau, co-head of the Investment Banking Division, reflects on how the industry and the firm have changed – and stayed the same – since he joined Goldman Sachs in 1992.   Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Des 202017min

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