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Are rising US budget deficits causing Treasury yields to climb?
Large US federal budget deficits are creating concerns about whether there’s enough demand for Treasury bonds. While there are few signs that Washington will cut deficits anytime soon, there appears to be enough investor demand for the sheer amount of Treasury debt, according to Jonny Fine of Goldman Sachs Global Banking & Markets and Alec Phillips of Goldman Sachs Research.
Why have US home prices stayed so high?
Why have home prices stayed strong even as mortgage rates soar? Susan Maklari, who covers homebuilders for Goldman Sachs Research, separates the signal from the noise.
Harvard’s former president Drew Faust on making “necessary trouble”
Drew Gilpin Faust, former President of Harvard University, joins Goldman Sachs’ David Solomon to discuss her latest book, Necessary Trouble: Growing Up at Midcentury.
Is the UK economy finally turning the corner?
Goldman Sachs Research's Jari Stehn joins Charlotte Keenan of the firm's Office of Corporate Engagement to discuss the UK economy’s unique economic challenges, its path forward, and the role that small businesses can play in bolstering growth.
Currencies, rates, and a volatile yen
The Japanese yen has been depreciating against the US dollar, hitting its lowest point in over three decades last week. What does this mean for markets and global investors? Global Banking & Markets’ Lindsay Matcham discusses the recent Fed and BoJ moves.
Music in the Air: Focus on monetisation, emerging markets and AI; updating global music industry forecasts
According to Goldman Sachs Research, 2023 was a turning point for the music industry in many respects, marked by the first ever major price increase by global streaming platforms, the modernisation of outdated royalty payment structures and the deployment of Generative AI.