Insights on the global economy, markets and topics related to our business.
Goldman Sachs’ Head of Energy Research Damien Courvalin explains why the oil market is much better positioned to deal with supply outages today, and thus is a less likely recession trigger than in the past. But the Council on Foreign Relations’ President, Richard Haass, and Columbia Professor Richard Nephew explain why instability looks set to rise in the Middle East and beyond. Learn More
The increasing pressure to reduce single-use plastic and changing consumer behavior is putting a question mark on the long-term demand growth of the plastics industry. Nikhil Bhandari of Goldman Sachs Research explains how efforts to limit plastic’s environmental impact could affect the industry over the next decade. Watch Video
Faced with geopolitical uncertainty, a slowing economy and negative yields, more than 180 German companies shared their strategies and challenges with investors at Goldman Sachs’ eighth annual German Corporate Conference, held in Munich last month. We sat down with Goldman Sachs’ Michael Schmitz, co-head of the Securities Division in Germany and Austria, to discuss key takeaways from the event. Learn More
Europe’s slow economic growth and low inflation have led many to wonder if the region is at risk of “Japanification.” In this episode of The Long & Short of It, Sharon Bell of Goldman Sachs Research explains some of the lessons investors can take from Japan’s recent past to better understand Europe’s future. Watch Video
China’s food habits are changing in ways that will have long-term repercussions for the world, says Goldman Sachs Research’s Trina Chen. We sat down with her to learn more about what’s driving the shift in consumption and how China can meet these new demands. Learn More