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Goldman Sachs Exchanges

By: Goldman Sachs
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  • Summary

  • In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
    © Copyright 2023 Goldman Sachs, all rights reserved.
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Episodes
  • Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors

    Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
    Apr 30 2024
    Recent weakness in US Treasury bond auctions have become a focal point for markets. Goldman Sachs’ Jonny Fine and Alec Phillips discuss the implications for markets, yields, and fiscal deficits. And if you want more insights from Goldman Sachs, make sure to visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spanning markets, industries, and the global economy.
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    23 mins
  • Weighing the GLP-1 Market

    Weighing the GLP-1 Market
    Apr 23 2024
    The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. But GLP-1s are expensive, insurance coverage is limited, and not everyone with obesity can and or wants to take them. In this episode, which is based on Goldman Sachs Research’s latest Top of Mind report, obesity medicine physician Dr. Fatima Cody Stanford and Jonathan Gruber, professor of economics and chairman of the Economics Department at MIT, discuss how large the addressable market for GLP-1s actually is and the implications for US fiscal health. If you want more insights from Goldman Sachs, make sure to visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spanning markets, industries, and the global economy.
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    24 mins
  • Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates

    Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
    Apr 16 2024
    Goldman Sachs Research’s US Chief Economist David Mericle explains why worries over overheating inflation are overblown and why the outlook for US economic growth remains relatively strong. And if you want more insights from Goldman Sachs, make sure to visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spanning markets, industries, and the global economy.
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    22 mins
Economics
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