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Macroeconomic Insights

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Goldman Sachs economists and experts share insights on macro trends shaping the global economy.

Top of Mind: Return of Reflation

Top of Mind: Return of Reflation

The prospect of greater fiscal stimulus under the Trump administration has rapidly shifted market expectations toward higher inflation. Goldman Sachs Research’s Allison Nathan explains.

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What to Watch in Healthcare in 2017

What to Watch in Healthcare in 2017

The fate of the Affordable Care Act is shaping up to be the hottest healthcare issue publicly in 2017, but investors are watching drug pricing trends and M&A activity just as closely. Goldman Sachs Research’s Jami Rubin explains.

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Brexit – The Path Ahead

Brexit – The Path Ahead

On 23 June 2016, the United Kingdom voted to leave the European Union in a historic referendum. Learn more about the economic and market implications of this vote for the UK and Europe.

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Buzzwords

Buzzwords

What are some of the new or emerging words and phrases that are important to know in today’s economy? In these short, sharp and to-the-point videos, Goldman Sachs experts bring you the Buzzwords you need to know.

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Best Advice to Small Business Owners

Best Advice to Small Business Owners

Michael Bloomberg, Warren Buffett, Jack Dorsey, Kerry Healey, Marc Morial, Michael Porter and Goldman Sachs Chairman and CEO Lloyd Blankfein share their best advice to small business owners.

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Artisanal Appeal: The Rise of Craft

Artisanal Appeal: The Rise of Craft

Craft products are rapidly gaining share across retail categories and forcing established brands to adapt. Goldman Sachs Research’s Judy Hong explains what’s behind the trend and how it’s playing out in spirits and beer.

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India: Small Reforms, Big Potential

India: Small Reforms, Big Potential

While investors still await some of India's most-anticipated reforms, several micro-level changes are having a dramatic impact on the ease of doing business. Goldman Sachs Research's Timothy Moe explains why these and other improvements bode well for India's long-term growth outlook.

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What’s Top of Mind? 'Helicopter Money'

What’s Top of Mind? 'Helicopter Money'

Despite aggressive central bank efforts, growth and inflation in developed economies remain tepid, leading some market participants to wonder about out-of-the-box approaches to boosting demand. Goldman Sachs Research’s Allison Nathan explains one such approach: "helicopter money."

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Negative Interest Rates 101

Negative Interest Rates 101

Five central banks now “charge” financial institutions to store excess reserves—though the motivation for venturing below zero and the reserves subject to negative rates vary by bank. In an updated primer, Goldman Sachs Research explains how and why negative rates are applied.

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What If I Told You…

What If I Told You…

In a special series, Goldman Sachs Research explores emerging trends poised to fundamentally change how we live and work. From disruptive technologies to paradigm-altering social developments, our analysts offer the stories that could be tomorrow’s front page news.

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What's Top of Mind?: 'The Productivity Paradox'

What's Top of Mind?: 'The Productivity Paradox'

Productivity growth is at an all-time low—but is the economy or measurement error to blame? Allison Nathan and Jan Hatzius weigh in on whether we’re experiencing a true slowdown or just understating the impact of technological innovation.

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Millennials: Changing Consumer Behavior

Millennials: Changing Consumer Behavior

The Millennials – the largest generation in US history – are entering their peak spending years. Lindsay Drucker Mann, a vice president in Global Investment Research at Goldman Sachs, explains how companies are responding to Millennials' growing economic influence.

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Top of Mind: A Look at Liquidity

Top of Mind: A Look at Liquidity

Dwindling liquidity is a rising concern in the market, and in this edition of ‘Top of Mind’ from Goldman Sachs Global Investment Research we examine why market liquidity matters, what is causing the decline and what can be done about it.

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What is a Social Impact Bond?

What is a Social Impact Bond?

Goldman Sachs is a pioneer in the creation of the "social impact bond" - an innovative and emerging financial instrument that leverages private investment to support high-impact social programs.

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<i>Womenomics 4.0: Time to Walk the Talk</i>

Womenomics 4.0: Time to Walk the Talk

Kathy Matsui, vice chair of Goldman Sachs Japan and chief Japan equity strategist for Global Investment Research (GIR) at Goldman Sachs, shares some of the key findings in GIR's recent report, Womenomics 4.0: Time to Walk the Talk, including the steps necessary for Japan to close its employment gender gap and encourage economic growth.

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