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Saudi Arabia Capex Super-Cycle: Diversifying, Decarbonizing, Digitalizing
Goldman Sachs Research analysts introduce their GCC Capex Wave Series, where they map out the region’s investments across sectors. They start with Saudi Arabia, the GCC’s largest economy.
The fixed-income selloff: A new supply-demand dynamic?
10-year treasury yields hit a high not seen in fifteen years. Paula Hendrickson on Goldman Sachs Global Banking & Markets’ Interest Rate Product Sales team joins to discuss what this means for markets.
Can US companies and consumers withstand higher rates?
How has the US economy managed to avoid a recession amid historic rate hikes by the Federal Reserve? According to Jonny Fine, who heads up Goldman Sachs’ Investment Grade Syndicate in the Americas, it comes down to how companies and consumers positioned themselves back when rates were de minimis.
Bond markets are grappling with a growing pile of government debt
Government debt of the world’s developed economies has soared since the financial crisis and continues to grow. As central banks drive up interest rates to contend with a spike in inflation, those debt burdens are an increasing source of concern that could ripple through the bond market, according to Goldman Sachs Research.
The IPO market’s soft opening
Signs of life in the global IPO market are spurring investor optimism for a broader recovery. On Goldman Sachs Exchanges, David Ludwig, global head of equity capital markets in Goldman Sachs’ Global Banking & Markets, shares his outlook for the IPO market and the market dynamics for companies and investors.
PayPal’s CEO says the US consumer has been resilient, but is showing signs of fragility
The US consumer has been a source of strength for the economy in the wake of the Covid-19 pandemic. But cracks may be starting to show in consumer finances, according to PayPal CEO Dan Schulman. While the economy is “not out of the woods yet,” he adds, “inflation is starting to come down” and we’re “moving in the right direction.”
