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Insights on the global economy, markets and topics related to our business.
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Helping clients navigate complex sustainability challenges and opportunities
Goldman Sachs has been helping clients and partners with their sustainability objectives for more than two decades. We spoke with Kara Succoso Mangone, head of Goldman Sachs’ Sustainable Finance Group, about the firm’s sustainability report.
Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
Recent weakness in US Treasury bond auctions have become a focal point for markets. Goldman Sachs’ Jonny Fine and Alec Phillips discuss the implications for markets, yields, and fiscal deficits.
GS SUSTAIN: Social Capital: How business can drive impact through affordability
Goldman Sachs Research analysts revisit their impact-oriented approach to the UN Sustainable Development Goals, with a focus on the ‘S’ of ESG. They spotlight businesses contributing to the expansion of access and increased affordability in four SDG-aligned categories, often with a dual environmental benefit.
Powering Up Europe: AI datacenters and electrification to drive +c.40%-50% growth in electricity consumption
Goldman Sachs Research analysts estimate that Europe’s power demand could grow by +c.40% in the next 10 years, fueled by the rapid expansion of datacenters and a pickup in the electrification process.
Weighing the GLP-1 Market
The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. But GLP-1s are expensive, insurance coverage is limited, and not everyone with obesity can and or wants to take them. In this episode, which is based on Goldman Sachs Research’s latest Top of Mind report, obesity medicine physician Dr. Fatima Cody Stanford and Jonathan Gruber, professor of economics and chairman of the Economics Department at MIT, discuss how large the addressable market for GLP-1s actually is and the implications for US fiscal health.
Does the market need rate cuts?
"We might just be in a different regime than we were from 2010 to 2020,” says Josh Schiffrin, global head of trading strategy in Global Banking & Markets. Schiffrin discusses how investor sentiment has stayed optimistic even in the face of geopolitical tensions and central bank policy changes.