Allison Nathan of Goldman Sachs Research dives into macro developments that are top of mind for investors, executives and policymakers.
Amid the recent volatility in cryptocurrencies, we ask experts whether cryptos can and should be considered an institutional asset class, including Galaxy’s Michael Novogratz, NYU’s Nouriel Roubini, Grayscale’s Michael Sonnenshein, and GS’s own Mathew McDermott. And GS research analysts also weigh in. We then speak to former SEC advisor Alan Cohen, Trail of Bits’ Dan Guido, and Chainalysis’ Michael Gronager to explore the regulatory, technological, and security obstacles to further institutional adoption.
Amid the accelerating economic recovery, the largest US fiscal stimulus outside of war times and the Fed’s commitment to keep monetary policy very easy until higher inflation is sustained have stoked concerns that the US economy is set to overheat, sending US inflation expectations and bond yields higher.