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Macroeconomic Insights

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

A Sea Change for the Global Shipping Industry

A Sea Change for the Global Shipping Industry

The global shipping industry has a sulfur problem. Although the world’s shipping fleet accounts for just 7% of the oil used by the transportation sector, it generates 90% of its sulfur emissions, contributing to respiratory and cardiovascular diseases in humans. With a new cap on marine fuel sulfur emissions set to take effect in 2020, there could be a significant impact across multiple sectors.

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The New Oil Order: On Hiatus

The New Oil Order: On Hiatus

The shift from a lower-for-longer to a higher-for-now oil price environment is set to continue this year says Goldman Sachs Research’s Jeff Currie, but the “New Oil Order” story isn’t over.

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The Rise of the Small Deal

The Rise of the Small Deal

John Waldron, global co-head of the Goldman Sachs Investment Banking Division, explains why the M&A environment has been characterized by smaller transactions in 2017.

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Oil: Still Searching for the Equilibrium

Oil: Still Searching for the Equilibrium

Shale continues to complicate rebalancing of the global oil market, but Goldman Sachs’ Head of Commodities Research Jeff Currie sees the balance of risks tilted to the upside for the second half of 2017.

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How Millennials Are Shaking Up the Way We Shop

How Millennials Are Shaking Up the Way We Shop

Goldman Sachs Research’s Lindsay Drucker Mann discusses three key changes in Millennial shopping habits seen in the latest Goldman Sachs Research-Conde Nast spending survey, as well as the “wild ride” ahead for retailers as they adjust to these new demands.

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Made in the USA… or China?

Made in the USA… or China?

Goldman Sachs Research analysts Mark Delaney and Lindsay Drucker Mann examine the costs and challenges that would be involved to move manufacturing of smartphones and apparel from China to the US.

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Market Growth in an Aging Japan

Market Growth in an Aging Japan

The world’s most aged society is facing an unprecedented demographic shift, with important lessons for other developed countries. Goldman Sachs Research’s Sho Kawano explains.

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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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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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