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Does the market need rate cuts?
"We might just be in a different regime than we were from 2010 to 2020,” says Josh Schiffrin, global head of trading strategy in Global Banking & Markets. Schiffrin discusses how investor sentiment has stayed optimistic even in the face of geopolitical tensions and central bank policy changes.
Weighing the GLP-1 market
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 or wants to take them. Just how large the addressable market for GLP-1s actually is, and what that means for the drug companies developing them, other exposed industries, and the wider economy, is Top of Mind.
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
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.
AI infrastructure stocks are poised to be the next phase of investment
The economic potential of AI has helped lift the stock market to new highs. A key question for investors is what happens next as the AI rally broadens to involve more companies, according to Goldman Sachs Research.
Jared Cohen on US leaders finding purpose post-presidency
Jared Cohen, president of global affairs and co-head of the Office of Applied Innovation at Goldman Sachs, joins Goldman Sachs’ John F.W. Rogers to discuss the roles US presidents have taken after leaving office as well as other takeaways from his new book Life After Power: Seven Presidents and Their Search for Purpose Beyond the White House.
George Lee in Conversation with Tony Pasquariello: The AI Revolution
George Lee, Co-Head of the Office of Applied Innovation, joined Tony Pasquariello, Global Head of Hedge Fund Coverage, on the Breaks of the Game podcast to discuss the AI revolution — where we are in the cycle, what’s the sentiment among consumers and enterprises, and what are some of the concerns and bottlenecks.