Allison Nathan of Goldman Sachs Research dives into macro developments that are top of mind for investors, executives and policymakers.
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Global transit & trade:
in rough waters
Transit on the seas—the planet’s most important means of trade—has become more fraught and undersea infrastructure more vulnerable amid geopolitical and climate-related disruptions, particularly in the Red Sea. What this more challenging maritime environment means for inflation, companies, and supply chains is Top of Mind.
2024: the year of elections
With voters representing over half the world’s population—in the US, Europe, India, and beyond—expected to head to the polls this year, 2024 is the year of elections. How the numerous elections around the world could unfold, and the economic and market implications, is Top of Mind.
2023: 3 themes in charts
Headed into the end of another eventful year, Goldman Sachs Research’s Top of Mind team charts the story of the three major themes that characterized 2023—a higher-for-longer rate environment, political and geopolitical developments, and longer-term questions about continued US outperformance and the potential of generative AI.