Insights

EXCHANGES AT GOLDMAN SACHS

How Policymakers are Navigating Stagflation Risk

In this episode of Exchanges at Goldman Sachs, Former President of the Federal Reserve Bank of Boston Eric Rosengren, Vice Chairman of BlackRock Philipp Hildebrand, and Goldman Sachs’ Head of Global Investment Research and Chief Economist Jan Hatzius discuss how policymakers and businesses are navigating the looming risk of stagflation.

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How Policymakers are Navigating Stagflation Risk

GOLDMAN SACHS RESEARCH

Carbonomics: Security of Supply and the Return of Energy Capex

The Russia-Ukraine conflict is a turning point for the energy sector, according to analysis from Goldman Sachs Research. One that is similar to, and potentially greater than, the Fukushima nuclear accident and Libyan civil war concurrence in 2011. In this report, analysts examine this Return of Energy Capex and draw five key conclusions.

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Carbonomics: Security of Supply and the Return of Energy Capex

TALKS AT GS

Patrick Cantlay, 2021 PGA TOUR Player of the Year

Patrick Cantlay, 2021 PGA TOUR Player of the Year, reflects on his success in the 2020-2021 season and how he overcame injury and challenges to make a comeback in the world of professional golf.

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Patrick Cantlay, 2021 PGA TOUR Player of the Year

ARTICLES

How Long Will the Semiconductor Shortages Last?

The shortage of semiconductor chips is straining global supply chains, causing a drag on the production of an array of products from smartphones to new cars. We spoke to Alexander Duval, a technology analyst in Global Investment Research at Goldman Sachs, after our virtual European Digital Economy Conference to discuss chip production and the impact of the Ukraine-Russia crisis on the sector. He highlighted how a number of European companies at the conference expect tightness in the supply and demand of semis to potentially persist in their particular product areas into early 2023, albeit with some gradual easing in certain types of chips in the second half of this year.

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How Long Will the Semiconductor Shortages Last?

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