Top of Mind at Goldman Sachs

By Goldman Sachs

What's Top of Mind at Goldman Sachs about?

In each episode of “Top of Mind at Goldman Sachs,” Allison Nathan, a senior strategist in the firm’s Global Investment Research division and the creator and editor of the GS “Top of Mind” publication, explores macroeconomic issues that are on the minds of Goldman Sachs clients.

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Top of Mind at Goldman Sachs episodes:

02.02.2021
The IPO SPAC-Tacle
With the strength of the IPO market and the surge in IPOs via SPACs continuing into 2021, host Allison Nathan, creator and editor of the firm’s Top of Mind report, asks experts whether or not these trends are sustainable. She...
11.10.2020
What’s In Store For The Dollar
After the US Dollar surged in late March as investors rushed to its safety amid the global onset of the coronacrisis, its value has since declined sharply. As uncertainty about the virus trajectory and the global economic recovery continues to...
10.05.2020
Beyond 2020: Post-Election Policies
The US presidential election is shaping up to be one of the most contentious and consequential in modern history, making its potential policy, growth and market implications Top of Mind. In this episode, host Allison Nathan discusses the candidates’ economic...
08.18.2020
Covid-19: Where We Go From Here
Well into the COVID-19 pandemic, countries continue to grapple with managing the virus while restoring economic activity. Where the virus will go from here, what that means for the economy and markets—and how the vaccine outlook might impact everything—is Top...
07.20.2020
Investing in Racial Economic Equality
America appears to be at a point of reckoning with its long history of social and economic racial inequality. How to close the large and persistent Black-white earnings and wealth gaps central to this inequality is not just Top of...
06.01.2020
Daunting Debt Dynamics
Government deficits, debt issuance and debt levels are set to surge as countries race to ease the economic impact of the coronacrisis. This raises many questions: who will finance this debt, will it force a market repricing and/or an eventual...
04.30.2020
Reopening the Economy
With mitigation measures leading to an apparent leveling off of case growth globally at the same time that the economic costs of such measures continue to mount, several countries around the world have begun to plan for—or have already started...
04.06.2020
Oil’s Seismic Shock
The global oil market is experiencing a massive demand shock, with demand for transportation fuels sitting in the crosshairs of the coronavirus crisis. At the same time, major oil producers have engaged in a war for oil market share, resulting...
03.26.2020
Roaring Into Recession
Coronavirus has pushed the global economy into a recession of historic proportions and halted the longest-lasting equity bull market on record. As infections spread globally, economic activity collapses, markets recoil and policymakers respond, the depth and duration of the economic...
03.03.2020
2020’s Black Swan: Coronavirus
Amid many concerns heading into 2020, the event that no one expected was the outbreak of COVID-19—a coronavirus that first emerged in the populous city of Wuhan, China, and which is now proving to be both more infectious and virulent...
02.05.2020
Investing In Climate Change
In this episode, we dig into what may be the most important issue of our time: climate change. On the heels of a climate-focused World Economic Forum in Davos, the unveiling of Europe’s new Green Deal, and increased attention on...
12.02.2019
Fiscal Focus
With monetary policy, conducted by central banks, nearly exhausted in the major economies and low interest rates globally, whether fiscal policy, conducted by governments, should play a greater role from here is Top of Mind. In this episode, Goldman Sachs...
10.16.2019
Growth and Geopolitical Risk
The market has once again been gripped by recession fears at the same time that geopolitical and policy risk is flaring up. Some of these risks—like the US-China trade war—are feeding recessionary fears, while others—like the attack on Saudi oil...
09.17.2019
Currency Wars
President Trump has voiced concern that a strong Dollar is damaging US competitiveness. Of course, exchange rates do matter for trade, and the US' non-oil trade balance has deteriorated sharply since the Dollar began to climb in 2014. So it’s...
08.13.2019
Central Bank Independence
The US Federal Reserve’s sharp pivot toward easing amid substantial White House pressure has raised concerns about central bank independence, as have developments in other advanced and emerging market economies alike. How worried we should be about this threat—and its...
07.16.2019
Dissecting the Market Disconnect
With the US expansion now the longest on record and no shortage of risks on the horizon, growth uncertainty is Top of Mind. This uncertainty has been at the heart of the dovish pivot from central banks this year, which...
06.07.2019
Trade Wars 3.0
The prospect of a larger and longer trade war has increased as US-China trade negotiations have taken a turn for the worse and President Trump has opened up trade battles on new fronts. Allison Nathan from Goldman Sachs Research speaks...
05.10.2019
EU Elections: What’s at Stake?
Elections for the European Parliament taking place May 23-26 are setting up to be exceptionally important given the rise of populist and nationalist forces that threaten Europe’s long-standing centrist status quo. Some even see this election as a crucial moment...
04.29.2019
Buyback Realities
The surge in US corporate buybacks to all-time highs in 2018 has generated public debate about the effects of buybacks on workers, companies, and the economy. We speak with William Lazonick, prof. at the University of Massachusetts, about the concerns...

What's Top of Mind at Goldman Sachs about?

Download our free app to listen on your phone

Top of Mind at Goldman Sachs episodes:

The IPO SPAC-Tacle

What’s In Store For The Dollar

Beyond 2020: Post-Election Policies

Covid-19: Where We Go From Here

Investing in Racial Economic Equality

Daunting Debt Dynamics

Reopening the Economy

Oil’s Seismic Shock

Roaring Into Recession

2020’s Black Swan: Coronavirus

Investing In Climate Change

Fiscal Focus

Growth and Geopolitical Risk

Currency Wars

Central Bank Independence

Dissecting the Market Disconnect

Trade Wars 3.0

EU Elections: What’s at Stake?

Buyback Realities