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.

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.

Jan Hatzius, Chief Global Economist at Goldman Sachs, shares insights on U.S. tariff hikes and their effects on inflation and economic growth. He analyzes the current inflation landscape and discusses the Federal Reserve's potential rate cut pauses. Hatzius also projects a 20% increase for the CSI 300 index amid challenging circumstances in China, and offers an optimistic perspective on India's shift to sustainable growth despite recent economic slowdown. Tune in for a deep dive into global economic trends!

Jan Hatzius, the Chief Economist at Goldman Sachs, shares valuable insights into inflation trends and the Federal Reserve's actions. He discusses how the potential tariffs proposed by President-elect Trump could slow down the decrease in inflation. Hatzius also predicts three interest rate cuts this year, despite current market fluctuations. He dives into the economic implications of these tariffs and rising populism in Europe, shedding light on their potential impact on growth and monetary policy.

Jan Hatzius, Chief Economist at Goldman Sachs, delves into the precarious balance between controlling inflation and avoiding a hard landing for the U.S. economy. He discusses the intricate labor market dynamics and their impact on inflation, noting how unexpected factors have complicated predictions. Hatzius highlights the challenges faced by the Federal Reserve and questions the reliability of current economic indicators. His insights reveal why many economists missed the mark in forecasting inflation trends over the past year.

Jan Hatzius, chief economist at Goldman Sachs, discusses the decreasing odds of a recession. Yale Law School professor Zachary Liscow highlights the differences between infrastructure investment and manufacturing capacity in the US. Gregory Peters from PGIM Fixed Income believes fixed income ETFs still have growth potential. Jon Klein, co-founder of HANG Media, addresses the challenges traditional media faces against tech giants. These insightful discussions illuminate market dynamics, infrastructure hurdles, and the shifting landscape of media.

Goldman Sachs' Chief Economist, Former chief economists of the ECB and IMF discuss Central bank divergence, implications for economies and markets, contrasting policies in G10 economies, economic recovery paths post-pandemic, historical rate hike patterns, currency volatility predictions amidst global monetary policy variations