Goldman Sachs Exchanges Focus on financials: Why banks and asset managers are constructive about the economy in 2024
Dec 18, 2023
Discussion on positive outlook for financial sector, impact of high interest rates on banks, concerns and differences between fund lending and banking activity, commercial real estate risk in banking industry, regulatory concerns and impact on banks
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Impact of High Interest Rates on Banks
03:06 • 7min
Examining Concerns and Differences Between Fund Lending and Banking Activity
09:46 • 2min
Commercial Real Estate Risk and Concerns in the Banking Universe
11:34 • 3min
Regulatory Concerns and Impact on Banks
14:18 • 14min