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Insights on the global economy, markets and topics related to our business.
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The Bigger Worry: Growth or Inflation?
Recession was the big fear heading into 2023, but the global growth outlook seems to be — if anything — improving. But could this better growth outlook in itself reignite inflation concerns? In this episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Jan Hatzius, Stanford’s Hoover Institution’s John Cochrane and Carlyle Co-founder David Rubenstein dig into the risks around an inflation resurgence. This episode is based off of Goldman Sachs’ most recent Top of Mind report, “The Bigger Worry: Growth or Inflation?”
A Deal on the Debt Limit is Likely—but Not Without a Lot of Uncertainty
The political standoff over raising the U.S. federal debt limit will likely be resolved—but it’s still likely to create uncertainty for financial markets if history is repeated.
Will Ahmed, Founder and CEO of WHOOP
Will Ahmed, Founder and CEO of WHOOP, discusses his journey building WHOOP and the role he sees it playing in transforming healthcare.
Will Guidara, Restaurateur and Former Co-Owner of Make It Nice Hospitality Group
Will Guidara, Former Co-Owner of Make It Nice Hospitality Group discusses his journey transforming a brasserie into one of the world’s top restaurants and what companies can learn from the hospitality industry to strengthen their businesses.
How Employee Ownership Models Can Boost Returns: KKR’s Pete Stavros
In this episode of Exchanges at Goldman Sachs: Great Investors, Pete Stavros, co-head of Americas Private Equity at KKR, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about his role in implementing broad-based employee ownership models, his views on the economy and investment landscape, and his efforts to enhance the financial resilience of the workforce.
The Bigger Worry: Growth or Inflation?
The recent sharp rally in bonds suggests that the market increasingly thinks inflation is yesterday’s problem and that growth is the main worry for 2023. But are recession risks overblown and inflation risks underappreciated? What’s in store for growth and inflation, and what that means for markets, is Top of Mind.