Allison Nathan of Goldman Sachs Research dives into macro developments that are top of mind for investors, executives and policymakers. 

Allison Nathan of Goldman Sachs Research

 

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10 NOV 2020 Top of Mind

What’s In Store For The Dollar

After the US Dollar surged in late March as investors rushed to its safety amid the global onset of the coronacrisis, its value has since declined sharply. As uncertainty about the virus trajectory and the global economic recovery continues to loom large, the key question from here is whether this retrenchment marks the start of a multi-year Dollar down cycle, and, even more fundamentally, an erosion of the Dollar’s dominance in the global monetary system.

05 OCT 2020 Top of Mind

Beyond 2020: Post-Election Policies

The US presidential election is shaping up to be one of the most contentious and consequential in modern history, making its potential policy, growth and market implications Top of Mind.

18 AUG 2020 Top of Mind

COVID-19: Where We Go From Here

Well into the COVID-19 pandemic, countries continue to grapple with managing the virus while restoring economic activity. Where the virus will go from here, what that means for the economy and markets—and how the vaccine outlook might impact everything—is Top of Mind.

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