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Goldman Sachs Exchanges

In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developme

Episodes

Total: 544

How are countries and companies reshaping their supply chains for a new era of global trade? In this

Discussing what’s next for U.S. treasury issuance as debt ceiling concerns fade, the Fed’s next move

In this episode, Stephen Kaplan, associate professor at George Washington University, Alec Phillips,

Debt ceiling discussions are the primary focus of markets this week but equity and bond markets are

Oil and commodity prices have fallen this year amid unprecedented declines in inventories. But this

Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Lu

In this episode, Goldman Sachs Research’s Christian Mueller-Glissmann, who heads asset allocation re

Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt lim

In an environment where merger and acquisition activity is still relatively subdued, companies are t

Geopolitical tensions between the U.S. and China have been running high for some time, but are escal

Explaining the takeaways from this week’s Fed decision, recent banking sector stress and debt limit

Is big tech back?

2023/5/4

After a sharply disappointing performance in 2022, tech stocks are roaring back. But is the latest r

The debate over the U.S. debt ceiling is quickly heating up. If the debt limit is not lifted before

Discussing US equity volatility hitting a low, the takeaways from US and European earnings, and what

The path to net zero has never been more complicated as businesses and governments look to balance s

The initial public offering of luxury car manufacturer Porsche last fall was a bright spot in an oth

Breaking down recent bank earnings, China’s GDP, European markets and the tech sector, Tony Pasquari

The recent stress in the banking sector appears to have abated but there are knock-on effects that a

As one of the largest investors in the world, insurers represent about $30 trillion in assets — whic

The recent banking turmoil in the U.S. and Europe triggered by the failure of Silicon Valley Bank —