Higher Rates Unlikely to Derail the US Housing Market Strength

Government deficits, debt issuance and debt levels are set to surge as countries race to ease the economic impact of the coronacrisis. This raises many questions: who will finance this debt, will it force a market repricing and/or an eventual growth or inflation problem, and would greater use of negative rates help avoid any of these risks? At the same time, whether corporate bankruptcies could derail the economic recovery is a key concern. In short, how disruptive the recent, dramatic shift in debt dynamics might be is Top of Mind. In this episode, Allison Nathan consults Harvard professor Kenneth Rogoff, University of Pennsylvania’s David Skeel, and Goldman Sachs’ chief economist Jan Hatzius. Our key takeaways: the benefit of running large deficits today far outweighs any eventual costs; worries about distress in emerging markets and the Euro area are largely warranted; and a likely wave of corporate bankruptcies could prolong—but likely won’t derail—the economic recovery. Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Jun 202032min

Michael Cassell of Global Markets gives a quick update on how investors are approaching market risks, from U.S.-China tensions to ongoing COVID-19 uncertainty.  Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Mai 20206min

Heath Terry of Goldman Sachs Research explores clean energy and the advances in nuclear power technology as part of his team’s Venture Capital Horizon series. Learn more about your ad choices. Visit megaphone.fm/adchoices

27 Mai 202015min

Tony Pasquariello, global head of hedge fund coverage for Goldman Sachs’ Global Markets Division, provides an update on how investors are reacting to the gradual re-opening of the U.S. economy, historic government stimulus efforts, potential vaccine developments, and ongoing US-China tensions.  Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Mai 20208min

Goldman Sachs has committed $500 million in lending capital to provide Paycheck Protection Program, or PPP, loans to small businesses suffering in this crisis. In this episode, Margaret Anadu, head of the firm’s Urban Investment Group, provides an update on the more than 8,000 small businesses across the country that the firm has reached through partnerships with community development financial institutions (CDFIs) and other mission-driven lenders.  Learn more about your ad choices. Visit megaphone.fm/adchoices

19 Mai 202017min

In this episode, leveraging a client call from Goldman Sachs Investment Banking, leaders from across the financial services industry discuss the pandemic’s impact on the ESG landscape, including how corporations and investors are responding. The conversation features Mark Wiedman, a senior managing director at BlackRock, Katherine Collins, head of Putnam Investment’s sustainable investing, Martin Whittaker, CEO of JUST Capital, and John Goldstein, head of Goldman Sachs’ Sustainable Finance Group.  Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Mai 20201h 1min

Asahi Pompey, global head of Corporate Engagement and president of the Goldman Sachs Foundation, interviews three graduates of the Goldman Sachs 10,000 Small Businesses program to talk about their experiences with PPP loans, what’s keeping them up at night, and how they’re pivoting to adapt to changing industries and a changing society. The entrepreneurs are Khari Parker, co-founder of Connie’s Chicken and Waffles based in Baltimore, Dana White, founder and CEO of Paralee Boyd, a blow-dry salon in Detroit, and Jennie Ripps, founder and CEO of Owl’s Brew, a New York-based beverage company that specializes in teas and botanical-based drinks. Learn more about your ad choices. Visit megaphone.fm/adchoices

13 Mai 202027min

Jen Roth of Goldman Sachs' Global Markets Division provides an update on how COVID-19 is impacting investor sentiment in emerging markets.  Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Mai 20205min