Jan Hatzius

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.

Jan Hatzius, Chief Economist at Goldman Sachs, and David Kostin, Head of U.S. Equity Strategy, tackle the macroeconomic uncertainties as we approach 2025. They discuss the potential impacts of new administration policies on tariffs and inflation, emphasizing how these factors affect market dynamics. The duo explores the balance of investor sentiment amid high valuations, the role of AI in shaping market expectations, and the complexities of economic growth linked to migration trends. Their insights provide a roadmap for navigating the turbulent waters of today’s economy.

Join Jan Hatzius, Goldman Sachs' chief economist, and Dominic Wilson, a senior advisor at the Global Markets Research Group, as they delve into the macroeconomic outlook for 2026. They explore the optimistic U.S. growth trajectory aided by tariff relief and fiscal support. The discussion touches on China's dual challenges of export resilience and domestic weakness, along with implications for Europe. The guests also analyze inflation trends, labor market dynamics, and the impact of AI on productivity, predicting a complex yet promising year ahead.

Join Jan Hatzius, Goldman Sachs' chief economist, and Dominic Wilson, a senior advisor in Global Markets Research, as they delve into the complexities of shifting tariff policies and their ramifications on the economy. They dissect the Federal Reserve's dilemma with inflation and growth, predict recession risks, and analyze volatile markets. The duo also addresses U.S.-China trade tensions and their unexpected impact on the dollar, offering valuable insights for navigating current economic uncertainty.

Jan Hatzius, Goldman Sachs' chief economist, and Dom Wilson, a senior advisor in the Global Markets Research Group, dive into the shifting tides of global trade policy. They explore how current tariffs are affecting inflation and growth forecasts, particularly looking ahead to 2025. The duo discusses the surprising market resilience amid these changes and the implications of U.S. dollar depreciation on investor confidence. With cautious global growth expectations, they highlight how evolving fiscal and monetary policies could shape the market landscape.

Paul Krugman, a Nobel Laureate in Economic Sciences, joins Goldman Sachs’ chief economist Jan Hatzius and American Compass founder Oren Cass to explore the impact of the Trump administration's tariffs on the U.S. economy. They discuss how unpredictability in trade policies could dampen business investment and consumer confidence, potentially leading to a recession. The conversation also highlights the complex relationship between short-term trade costs and long-term economic health, urging a reevaluation of corporate profitability's connection to societal outcomes.

Jan Hatzius, Chief Economist at Goldman Sachs, brings his macroeconomic expertise to explore the surprising resilience of the economy in 2023. He discusses why the anticipated recession didn't materialize and shares insights on favorable trends like disinflation and the strength of the labor market. Hatzius highlights the disconnect between rising unemployment rates and traditional recession indicators. With growing optimism about a potential soft landing, he believes we could be on the path to economic stability as 2024 approaches.

Jan Hatzius, chief economist at Goldman Sachs, and Dominic Wilson, senior advisor in global markets research, share insights on the economic outlook for 2025. They explore the potential impact of Trump's policies on growth and inflation, highlighting a 15% chance of recession. The duo discusses the balance of risks for markets, including high equity valuations and trade policies. They also touch upon how monetary policies may evolve, with possible interest rate cuts, and strategies for investors in navigating the fluctuating landscape.

Jan Hatzius, the chief economist at Goldman Sachs, and Dominic Wilson, a senior advisor in Global Markets Research, tackle pressing economic questions. They discuss the impact of the administration's new tariff policies, revealing that growth and inflation expectations remain stable despite higher tariffs. The conversation dives into recent inflation data and its influence on the Federal Reserve. They analyze market resilience amid uncertainties and the implications of rising yields, and share insights on navigating payroll data challenges and future economic outlooks.

Jan Hatzius, the chief economist at Goldman Sachs, shares his insights on the future economy. He predicts how tariffs, especially on Chinese imports, will shape growth and inflation in 2025. Jan unpacks the impact of changing inflation on consumer confidence and spending power. The chat delves into the evolving ties between the stock market and economic performance, highlighting shifts in consumer behavior post-pandemic. They even touch on the holiday spirit with a light-hearted discussion about gift-giving in the face of economic trends.