Recession was the big fear heading into 2023, but the global growth outlook seems to be — if anything — improving. But could this better growth outlook in itself reignite inflation concerns? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Jan Hatzius, Stanford’s Hoover Institution’s John Cochrane and Carlyle Co-founder David Rubenstein dig into the risks around an inflation resurgence. This episode is based off of Goldman Sachs’ most recent Top of Mind report, “The Bigger Worry: Growth or Inflation?”
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
America Powers On: Why US equities are still poised to outperform in 2024
US presidential elections outlook: Implications for policy and markets
KKR’s Henry Kravis on private equity, culture, and global markets
Uncharted territory: Navigating a ‘geopolitical recession’
Asset allocation outlook: The case for greater portfolio diversification in 2024
Focus on financials: Why banks and asset managers are constructive about the economy in 2024
Middle East risks
M&A in 2024: Navigating opportunities and challenges
Blackstone’s Kathleen McCarthy on the forces shaping the real estate industry
What China’s struggling property sector means for the global economy and markets
What’s the outlook for deal-making, corporate and investor sentiment, and markets?
Why the global economy and markets can continue to outperform in 2024
BlackRock’s Tony Kim on the ‘dawn of a new intelligence era’
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