Ben Snider

Jan Hatzius, Goldman Sachs' chief economist, and Ben Snider, chief U.S. equity strategist, dive into the surprising developments of 2025 and the outlook for 2026. They discuss the strong GDP amidst flat unemployment, fueled by productivity gains and the interplay of tariffs. Both explore the S&P 500's projected target of 7600 and what it signals about market concentration and AI's uncertain impact on productivity. Expect a nuanced take on consumer spending and market risks, with insights into how companies are adjusting to navigate economic pressures.