High mortgage rates and a limited supply of homes have created one of the tightest markets in decades. Goldman Sachs Research’s Roger Ashworth explains the supply-and-demand dynamics that are shaping the US housing market and the outlook for 2024.
Is the UK economy finally turning the corner?
Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
Weighing the GLP-1 Market
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
Global insurers turn to private credit — and AI
Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons
Are the largest US stocks too dominant?
Global transit & trade: in rough waters
What’s ahead for retail: how retail CEOs are navigating a more complex environment
Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments
Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty
Shifting supply and demand dynamics buffer oil market
2024: the year of elections
Investing in a post-modern ‘super cycle’
The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World
The Future of Four Wheels: Episode 3, The New New-Car Business
The Future of Four Wheels: Episode 2, Building the Car of the Future
The Future of Four Wheels: Episode 1, The Twin Revolution
Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic priorities
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