Podcasts by Top of Mind at Goldman Sachs
In each episode of “Top of Mind at Goldman Sachs,” Allison Nathan, a senior strategist in the firm’s Global Investment Research division and the creator and editor of the GS “Top of Mind” publication, explores macroeconomic issues that are on the minds of Goldman Sachs clients.
Further podcasts by Goldman Sachs
Podcast on the topic Wirtschaft
All episodes
What’s In Store For The Dollar from 2020-11-10T22:40:38
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...
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Beyond 2020: Post-Election Policies from 2020-10-05T21:12:38
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 ...
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Covid-19: Where We Go From Here from 2020-08-18T14:46:03
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 mark...
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Investing in Racial Economic Equality from 2020-07-20T19:16:45
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 t...
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Daunting Debt Dynamics from 2020-06-01T20:59:10
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 i...
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Reopening the Economy from 2020-04-30T22:31:04
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 ...
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Oil’s Seismic Shock from 2020-04-06T18:32:59
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 en...
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Roaring Into Recession from 2020-03-26T18:46:21
Coronavirus has pushed the global economy into a recession of historic proportions and halted the longest-lasting equity bull market on record. As infections spread globally, economic activity coll...
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Investing In Climate Change from 2020-02-05T13:50:03
In this episode, we dig into what may be the most important issue of our time: climate change. On the heels of a climate-focused World Economic Forum in Davos, the unveiling of Europe’s new Green D...
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Fiscal Focus from 2019-12-02T20:32
With monetary policy, conducted by central banks, nearly exhausted in the major economies and low interest rates globally, whether fiscal policy, conducted by governments, should play a greater rol...
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Growth and Geopolitical Risk from 2019-10-16T20:52:14
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 ...
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Currency Wars from 2019-09-17T14:49:32
President Trump has voiced concern that a strong Dollar is damaging US competitiveness. Of course, exchange rates do matter for trade, and the US' non-oil trade balance has deteriorated sharply sin...
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Central Bank Independence from 2019-08-13T14:50:09
The US Federal Reserve’s sharp pivot toward easing amid substantial White House pressure has raised concerns about central bank independence, as have developments in other advanced and emerging mar...
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Dissecting the Market Disconnect from 2019-07-16T18:01:38
With the US expansion now the longest on record and no shortage of risks on the horizon, growth uncertainty is Top of Mind. This uncertainty has been at the heart of the dovish pivot from central b...
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Trade Wars 3.0 from 2019-06-07T20:40:39
The prospect of a larger and longer trade war has increased as US-China trade negotiations have taken a turn for the worse and President Trump has opened up trade battles on new fronts. Allison Nat...
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EU Elections: What’s at Stake? from 2019-05-10T22:22:51
Elections for the European Parliament taking place May 23-26 are setting up to be exceptionally important given the rise of populist and nationalist forces that threaten Europe’s long-standing cent...
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Buyback Realities from 2019-04-29T21:02:13
The surge in US corporate buybacks to all-time highs in 2018 has generated public debate about the effects of buybacks on workers, companies, and the economy. We speak with William Lazonick, prof. ...
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Buyback Realities from 2019-04-29T21:02:13
The surge in US corporate buybacks to all-time highs in 2018 has generated public debate about the effects of buybacks on workers, companies, and the economy. We speak with William Lazonick, prof. ...
Listen
Buyback Realities from 2019-04-29T21:02:13
The surge in US corporate buybacks to all-time highs in 2018 has generated public debate about the effects of buybacks on workers, companies, and the economy. We speak with William Lazonick, prof. ...
Listen