Growth and Geopolitical Risk

Growth and Geopolitical Risk

The market has once again been gripped by recession fears at the same time that geopolitical and policy risk is flaring up. Some of these risks—like the US-China trade war—are feeding recessionary fears, while others—like the attack on Saudi oil facilities that led to the largest ever daily disruption in oil supplies—have gone almost unnoticed. And this is despite the fact that oil shocks were one of the most common causes of recession historically. Whether this complacency is warranted, and the vulnerability of the economy and markets to this and other geopolitical shocks, is Top of Mind. In this episode, Goldman Sachs’ Head of Energy Research Damien Courvalin explains why the oil market is much better positioned to deal with supply outages today, and thus is a less likely recession trigger than in the past. But the Council on Foreign Relations’ President, Richard Haass, and Columbia Professor Richard Nephew explain why instability looks set to rise in the Middle East and beyond. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Avsnitt(19)

The IPO SPAC-Tacle

The IPO SPAC-Tacle

With the strength of the IPO market and the surge in IPOs via SPACs continuing into 2021, host Allison Nathan, creator and editor of the firm’s Top of Mind report, asks experts whether or not these tr...

2 Feb 202128min

What’s In Store For The Dollar

What’s In Store For The Dollar

After the US Dollar surged in late March as investors rushed to its safety amid the global onset of the coronacrisis, its value has since declined sharply. As uncertainty about the virus trajectory an...

10 Nov 202030min

Beyond 2020: Post-Election Policies

Beyond 2020: Post-Election Policies

The US presidential election is shaping up to be one of the most contentious and consequential in modern history, making its potential policy, growth and market implications Top of Mind. In this epi...

5 Okt 202029min

Covid-19: Where We Go From Here

Covid-19: Where We Go From Here

Well into the COVID-19 pandemic, countries continue to grapple with managing the virus while restoring economic activity. Where the virus will go from here, what that means for the economy and markets...

18 Aug 202029min

Investing in Racial Economic Equality

Investing in Racial Economic Equality

America appears to be at a point of reckoning with its long history of social and economic racial inequality. How to close the large and persistent Black-white earnings and wealth gaps central to this...

20 Juli 202032min

Daunting Debt Dynamics

Daunting Debt Dynamics

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 f...

1 Juni 202032min

Reopening the Economy

Reopening the Economy

With mitigation measures leading to an apparent leveling off of case growth globally at the same time that the economic costs of such measures continue to mount, several countries around the world hav...

30 Apr 202026min

Oil’s Seismic Shock

Oil’s Seismic Shock

The global oil market is experiencing a massive demand shock, with demand for transportation fuels sitting in the crosshairs of the coronavirus crisis. At the same time, major oil producers have engag...

6 Apr 202026min

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