Moody's Talks - Inside Economics

US Bull, China Bear

Mar 31, 2023

01:08:55

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Episode notes

Introduction

4min

Charmene's Journey to Goldman Sachs

2min

Goldman Sachs' Erwin Stelzer

2min

The Worst Is Over

3min

The Glass Half Full

2min

The Importance of Staying Invested

2min

The Impact of the Fed Tightening on Economic Growth

5min

The Fed's Data Driven Rate Target

2min

How to Stay Invested in a Positive Environment

2min

10.

How to Square the Circle in Your Mind to Predict a Recession

2min

11.

The Equity Market Priced in a Recession

3min

12.

How to Square the Equity Market With the Yield Curve

3min

13.

The Bottom Market's Right in Equity Markets Wrong

3min

14.

The Predictive Power of the Stock Market

4min

15.

The Fed Typing and the Equity Market Predicting Recessions

2min

16.

How to Predict a Recession

6min

17.

Case Shiller Home Prices Are Down as a Positive

3min

18.

The Difference Between House Price Index and Conference Board

4min

19.

China's Great Dilemma

5min

20.

The Impact of the Chinese Communist Party on the Market

3min

21.

The Implications of China's Economic Growth

2min

22.

The Headwind From a Geopolitical Perspective

3min

23.

The Home Bias in the World

3min

Sharmin Mossavar-Rahmani, chief investment officer for Wealth Management at Goldman Sachs, join Mark, Cris and Marisa to cut through the uncertainty over the banking crisis and China’s prospects. The worst of the banking crisis appears to be over, but China’s economic problems are only beginning.

For more about Sharmin Mossavar-Rahmani click here

For more on Goldman Sachs Investment Strategy Group 2023 Outlook click here

Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

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Moody's Talks - Inside Economics

US Bull, China Bear

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