Top of Mind: Reflation Risk
Exchanges8 Apr 2021

Top of Mind: Reflation Risk

With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrence Summers to former IMF Chief Economist Olivier Blanchard have raised concerns that the U.S. economy could be headed for overheating and inflation. In the latest episode of Exchanges at Goldman Sachs: Top of Mind, host Allison Nathan weighs these reflation risks in conversations with the firm’s chief economist Jan Hatzius and GS Research’s senior markets strategist Dominic Wilson. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(608)

KKR’s Henry Kravis on private equity, culture, and global markets

KKR’s Henry Kravis on private equity, culture, and global markets

In this episode of Goldman Sachs Exchanges: Great Investors, Henry Kravis, co-founder and co-executive chairman of KKR, discusses the evolution of the private equity industry and KKR’s journey through...

5 Jan 202454min

Uncharted territory: Navigating a ‘geopolitical recession’

Uncharted territory: Navigating a ‘geopolitical recession’

Against a backdrop of tense US-China relations and the ongoing conflicts in the Middle East and Ukraine, Washington and Wall Street are increasingly worried about the same thing: geopolitics. In this ...

3 Jan 202434min

Asset allocation outlook: The case for greater portfolio diversification in 2024

Asset allocation outlook: The case for greater portfolio diversification in 2024

As fears over inflation and interest rates start to moderate, the case for taking on more risk may be rising. Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Research...

20 Des 202332min

Focus on financials: Why banks and asset managers are constructive about the economy in 2024

Focus on financials: Why banks and asset managers are constructive about the economy in 2024

How is the financial services sector, often seen as a bellwether for the economy, coping with inflation, interest rates, and greater regulatory pressures? Goldman Sachs Research’s Richard Ramsden and ...

18 Des 202328min

Middle East risks

Middle East risks

In this episode of Goldman Sachs Exchanges, Edward P. Djerejian, former US Ambassador to Israel and Syria, and former US Assistant Secretary of State for Near Eastern Affairs, and Emile Hokayem, Direc...

15 Des 202326min

M&A in 2024: Navigating opportunities and challenges

M&A in 2024: Navigating opportunities and challenges

After a slow start to 2023, deal-makers are starting to return to the negotiating table. Goldman Sachs’ Stephan Feldgoise and Mark Sorrell, the co-heads of Global Mergers & Acquisitions in Global Bank...

12 Des 202320min

Blackstone’s Kathleen McCarthy on the forces shaping the real estate industry

Blackstone’s Kathleen McCarthy on the forces shaping the real estate industry

As global co-head of real estate at Blackstone, Kathleen McCarthy has helped grow the firm’s real estate assets under management to more than $330 billion. In a conversation moderated by Goldman Sachs...

5 Des 202351min

What China’s struggling property sector means for the global economy and markets

What China’s struggling property sector means for the global economy and markets

China’s property sector has remained under pressure, hobbling the country’s recovery and weighing on global economic growth. In this episode, Goldman Sachs Research’s Kenneth Ho, Asia credit strategis...

28 Nov 202327min

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