US: Reasons for Optimism After a Disappointing Start
Jan Hatzius, chief economist in Global Investment Research at Goldman Sachs, discusses why he sees US growth rebounding in the second half of 2015 after a disappointing start, as consumer spending and home building pick up and the labor market improves.
Global Economy: Brightening Outlook in US, Europe, Japan
Jan Hatzius, chief economist of Global Investment Research at Goldman Sachs, discusses an improving economic picture in developed markets and a more mixed outlook for Growth Markets.
Andrew Tilton, chief Asia Pacific economist within Global Investment Research at Goldman Sachs, outlines how the combination of debt, low oil prices, divergent monetary policy and structural reform will drive Asian economies in the months ahead.
Allison Nathan, senior strategist in Global Investment Research at Goldman Sachs, discusses macroeconomic themes affecting global markets, including how the combination of interest rate volatility and high market valuations will continue to impact investors in the months ahead.
Huw Pill, chief European economist of Global Investment Research at Goldman Sachs, outlines the factors behind Europe’s improved outlook and the challenges that remain to a sustainable, long-term recovery.