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Jared Cohen on US leaders finding purpose post-presidency
Goldman Sachs 2024-04-16 に公開
Jared Cohen, president of global affairs and co-head of the Office of Applied Innovation at Goldman Sachs, joins Goldman Sachs’ John F.W. Rogers to discuss the roles US p ...more
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
Goldman Sachs 2024-04-16 に公開
Goldman Sachs Research’s US Chief Economist David Mericle explains why worries over overheating inflation are overblown and why the outlook for US economic growth remains ...more
Turning tail risks into tailwinds
Goldman Sachs 2024-04-12 に公開
With a soft landing in sight, what are investors considering when rebalancing their portfolios? Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solu ...more
Positioning and seasonals point to more gains for US stocks
Goldman Sachs 2024-04-12 に公開
After a blazing start to the year, there are signs that US stocks could extend their record run. John Flood of Goldman Sachs Global Banking & Markets separates the signal ...more
Global insurers turn to private credit — and AI
Goldman Sachs 2024-04-09 に公開
Where do the world’s largest investors see investment opportunities? Against a more constructive macroeconomic environment, insurers appear to be more willing to take on ...more
AI is impacting stocks far outside of the tech sector
Goldman Sachs 2024-04-09 に公開
AI is impacting stocks far outside of the tech sector. Amanda Ross, an equity trader with Goldman Sachs Global Banking & Markets, separates the signal from the noise.
F ...more