Jan Hatatsias (alternate transcript ID)
Chief economist at Goldman Sachs, providing macroeconomic analysis and forecasts with a focus on inflation, growth, and labor market dynamics; frequent commentator on jobs and Fed policy.
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Jan 9, 2026 • 45min
SOTS 2nd Hour: December Jobs Report - Goldman's Takeaways, Rockefeller's Ruchir Sharma; Plus - SCOTUS/Tariffs Decision Latest 1/9/25
Joining the conversation are Jan Hatzius, Chief Economist at Goldman Sachs, and Mohamed El-Erian, Chief Economic Adviser at Allianz. They delve into the December jobs report, highlighting weak payroll growth and a drop in unemployment. El-Erian discusses how AI might affect labor dynamics, stressing the need for policies that enhance productivity rather than merely cut costs. Hatzius predicts a disinflationary trend by 2026, emphasizing the Fed's focus on balancing demand and supply amid ongoing economic shifts.
