David Mericle

In this engaging discussion, David Mericle, Chief U.S. economist, reveals how easing tariffs and recent fiscal changes might boost U.S. growth in 2026. Andrew Tilton, Chief Asia-Pacific economist, examines China’s property woes while highlighting manufacturing strengths that keep exports competitive. Jari Stehn, Chief European economist, contrasts Europe’s vulnerabilities with cyclical support, forecasting 1.3% growth. Tune in for insights into monetary policy divergences and the implications for emerging markets!

David Mericle, chief US economist at Goldman Sachs Research, delves into the intricate world of tariffs and their effects on the US economy. He discusses how these policies influence inflation, projecting shifts in core PCE inflation rates. The conversation highlights rising recession risks linked to current policies and what it means for GDP forecasts. Mericle also addresses the uncertainties surrounding trade relations with Canada and Mexico, examining their repercussions on business confidence and Federal Reserve strategy.

David Mericle, Chief U.S. economist at Goldman Sachs Research, unpacks the puzzling dynamics of the economy. He explains why solid GDP growth contrasts with slower job growth, attributing it to increased productivity and restricted immigration. The discussion also touches on the minimal impact of AI on hiring and the implications of recent tariffs. Additionally, David assesses the potential risks of labor market softening and how the Fed may adapt amidst incomplete data. His insights provide clarity on the current economic landscape.

David Mericle, Chief US Economist at Goldman Sachs Research, dives into what investors expect from a potential second Trump administration. He discusses significant concerns over universal tariffs and how these fears influence market pricing. The talk explores investor reactions to recent tariffs on imports and anticipated immigration policies. Additionally, Mericle analyzes sentiments on the 2017 tax cuts and the implications of government spending cuts, all while offering insights into the long-term economic landscape and Federal Reserve projections.

David Mericle, Chief U.S. Economist at Goldman Sachs, and Eamon Javers, CNBC correspondent, break down the latest in U.S.-China trade talks and inflation. They discuss how a better-than-expected CPI might influence Fed policy, with rising odds for rate cuts. The conversation heats up around Elon Musk's changing stance on Trump, the implications for Tesla, and Meta's bold $14 billion AI investment. Legal challenges in AI also take center stage, highlighting the ongoing battle between entertainment giants and AI technologies.

Goldman Sachs Research’s US Chief Economist David Mericle discusses why inflation fears are exaggerated and the positive outlook for US economic growth. Topics include factors behind inflation rates, confidence in economic growth forecasts, financial conditions, Fed policy, and evolving views on interest rates.

David Mericle, Chief US Economist at Goldman Sachs Research, shares his insights on the current state of the economy. He discusses why fears of a recession may be exaggerated, emphasizing the stability of the labor market despite a disappointing jobs report. Mericle highlights conflicting economic indicators and suggests that the economy remains resilient, with strong job growth countering bleak predictions. He also evaluates the Federal Reserve's strategies, advocating a cautious optimism as the markets navigate shifting consumption patterns.

Prof Wendy Schiller, Sarah Hunt, and David Mericle discuss Biden's health impact on the market, AI future, Powell's stance on inflation, tech companies' cash reserves, housing boom in Silicon Slopes, and estate planning trends. Also includes frozen meeting anecdotes and podcast promotion.

In this insightful discussion, David Mericle, Chief US Economist, alongside consumer experts Kate McShane and Bonnie Herzog, dives into the resilience of US consumers amidst economic pressures. They analyze the impact of rising inflation on spending habits, highlighting the shift from discretionary purchases to essentials. The guests explore labor market stability and its connection to consumer strength, as well as how various income groups are adapting their shopping behaviors. Their expert insights provide a compelling look at the future of consumer spending.

Derek Halpenny talks about global FX outlook & UK recession exit, Dan Ives discusses Apple's AI play, David Mericle delves into US economic environment & recession outlook. Ellen Wald explores energy markets & oil price trends.