Alec Phillips
Goldman Sachs' chief political economist, providing insights on tariff implications.
Top 5 podcasts with Alec Phillips
Ranked by the Snipd community
24 snips
Feb 13, 2025 • 24min
Tariffs: What’s ahead and why it matters
Alec Phillips, Goldman Sachs' chief political economist, teams up with Kamakshya Trivedi, head of Global Foreign Exchange and Emerging Markets Strategy, to dissect the current tariff landscape. They explore whether we're on the brink of a global trade war and its implications for markets and economies. The duo discusses how rapidly implemented tariffs could affect inflation, economic growth, and investor strategies. They also shed light on the interconnectedness of trade policies, and the uncertainty surrounding future negotiations. Brace for insights that matter!
15 snips
Jun 3, 2025 • 16min
Will legal challenges end the trade war?
Alec Phillips, Chief US political economist with Goldman Sachs Research, offers keen insights into the recent US trade court ruling that has cast doubt on President Trump's tariffs. He discusses the implications of this legal decision for trade policy, exploring its potential to reshape economic landscapes and investor strategies. The conversation also delves into the complexities of ongoing trade negotiations and the uncertain fiscal impacts stemming from tariff adjustments, leaving listeners with a thought-provoking view on the future of US trade relations.
6 snips
May 30, 2023 • 21min
Daunting debt limit dynamics
In this episode, Stephen Kaplan, associate professor at George Washington University, Alec Phillips, Goldman Sachs Research’s chief political economist, and David Beers, former head of sovereign credit ratings at S&P, who oversaw the rating agency’s U.S. credit rating downgrade in 2011, dig into the history and mechanics of the U.S. debt limit and explore whether the repeated brinkmanship around raising the debt limit could undermine the value of U.S. assets. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 9, 2024 • 27min
US presidential elections outlook: Implications for policy and markets
Goldman Sachs' Joe Wall and Alec Phillips discuss the implications of the US presidential elections on policies and markets, including analyzing potential threats to Trump's nomination, exploring the impact of Trump's legal cases, key issues for voters, election year market dynamics, and potential volatility.
Apr 30, 2024 • 23min
Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
Goldman Sachs representatives Jonny Fine and Alec Phillips discuss the impact of Treasury bond auctions on markets, yields, and fiscal deficits. They delve into the dynamics of auction outcomes, market indicators, potential risks in the US economy, fiscal trajectory, and market concerns. A must-listen for insights on the current financial landscape.
