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Macroeconomic Insights

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Goldman Sachs economists and experts share insights on macro trends shaping the global economy.

A Solid Footing for Holiday Retail

A Solid Footing for Holiday Retail

The start of the 2017 holiday shopping season brought some relief for brick-and-mortar retailers and continued good cheer for e-commerce, according to Goldman Sachs Research’s Matt Fassler, who attributes the improved tone to a healthy economy, cooperative weather and a more rational approach to Black Friday promotions.

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The Rise of the Small Deal

The Rise of the Small Deal

John Waldron, global co-head of the Goldman Sachs Investment Banking Division, explains why the M&A environment has been characterized by smaller transactions in 2017.

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Oil: Still Searching for the Equilibrium

Oil: Still Searching for the Equilibrium

Shale continues to complicate rebalancing of the global oil market, but Goldman Sachs’ Head of Commodities Research Jeff Currie sees the balance of risks tilted to the upside for the second half of 2017.

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How Millennials Are Shaking Up the Way We Shop

How Millennials Are Shaking Up the Way We Shop

Goldman Sachs Research’s Lindsay Drucker Mann discusses three key changes in Millennial shopping habits seen in the latest Goldman Sachs Research-Conde Nast spending survey, as well as the “wild ride” ahead for retailers as they adjust to these new demands.

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Made in the USA… or China?

Made in the USA… or China?

Goldman Sachs Research analysts Mark Delaney and Lindsay Drucker Mann examine the costs and challenges that would be involved to move manufacturing of smartphones and apparel from China to the US.

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Market Growth in an Aging Japan

Market Growth in an Aging Japan

The world’s most aged society is facing an unprecedented demographic shift, with important lessons for other developed countries. Goldman Sachs Research’s Sho Kawano explains.

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Top of Mind: Animal Spirits, Growth and Markets

Top of Mind: Animal Spirits, Growth and Markets

The surge in business and consumer sentiment since the US election has led some to argue that “animal spirits” are at work. Goldman Sachs Research’s Allison Nathan explains the phenomenon and the implications for markets and growth.

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The Drug Pricing Shakeout

The Drug Pricing Shakeout

Ongoing public scrutiny is beginning to limit the pricing power US drug companies have enjoyed for decades, according to Goldman Sachs Research’s Jami Rubin—a trend she calls “The Drug Pricing Shakeout.”

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Brexit – The Path Ahead

Brexit – The Path Ahead

On 23 June 2016, the United Kingdom voted to leave the European Union in a historic referendum. Learn more about the economic and market implications of this vote for the UK and Europe.

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Buzzwords

Buzzwords

What are some of the new or emerging words and phrases that are important to know in today’s economy? In these short, sharp and to-the-point videos, Goldman Sachs experts bring you the Buzzwords you need to know.

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Best Advice to Small Business Owners

Best Advice to Small Business Owners

Michael Bloomberg, Warren Buffett, Jack Dorsey, Kerry Healey, Marc Morial, Michael Porter and Goldman Sachs Chairman and CEO Lloyd Blankfein share their best advice to small business owners.

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Artisanal Appeal: The Rise of Craft

Artisanal Appeal: The Rise of Craft

Craft products are rapidly gaining share across retail categories and forcing established brands to adapt. Goldman Sachs Research’s Judy Hong explains what’s behind the trend and how it’s playing out in spirits and beer.

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Negative Interest Rates 101

Negative Interest Rates 101

Five central banks now “charge” financial institutions to store excess reserves—though the motivation for venturing below zero and the reserves subject to negative rates vary by bank. In an updated primer, Goldman Sachs Research explains how and why negative rates are applied.

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What If I Told You…

What If I Told You…

In a special series, Goldman Sachs Research explores emerging trends poised to fundamentally change how we live and work. From disruptive technologies to paradigm-altering social developments, our analysts offer the stories that could be tomorrow’s front page news.

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What's Top of Mind?: 'The Productivity Paradox'

What's Top of Mind?: 'The Productivity Paradox'

Productivity growth is at an all-time low—but is the economy or measurement error to blame? Allison Nathan and Jan Hatzius weigh in on whether we’re experiencing a true slowdown or just understating the impact of technological innovation.

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Millennials: Changing Consumer Behavior

Millennials: Changing Consumer Behavior

The Millennials – the largest generation in US history – are entering their peak spending years. Lindsay Drucker Mann, a vice president in Global Investment Research at Goldman Sachs, explains how companies are responding to Millennials' growing economic influence.

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Top of Mind: A Look at Liquidity

Top of Mind: A Look at Liquidity

Dwindling liquidity is a rising concern in the market, and in this edition of ‘Top of Mind’ from Goldman Sachs Global Investment Research we examine why market liquidity matters, what is causing the decline and what can be done about it.

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What is a Social Impact Bond?

What is a Social Impact Bond?

Goldman Sachs is a pioneer in the creation of the "social impact bond" - an innovative and emerging financial instrument that leverages private investment to support high-impact social programs.

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Womenomics 4.0: Time to Walk the Talk

Womenomics 4.0: Time to Walk the Talk

Kathy Matsui, vice chair of Goldman Sachs Japan and chief Japan equity strategist for Global Investment Research (GIR) at Goldman Sachs, shares some of the key findings in GIR's recent report, Womenomics 4.0: Time to Walk the Talk, including the steps necessary for Japan to close its employment gender gap and encourage economic growth.

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