Professional Documents
Culture Documents
Please login for full access to GSAM content. Finding a Footing Amid Headwinds Kamakshya Trivedi, chief Emerging Markets macro strategist in
Goldman Sachs Research, sees a modest pickup in Emerging Markets growth in after five straight years of sequential declines as expansion in
countries such as India helps offset headwinds from "lower for longer" commodities, US monetary tightening and Chinese deceleration. Alberto
Ramos, head of Latin America Research for Goldman Sachs, discusses the complex and still uncertain outlook for economies throughout Latin
America. Please log in to gain access to this feature. Divergent monetary policy in developed markets. The Long and Short of It. Tim Toohey,
head of Macro Research for Australia and New Zealand in Goldman Sachs Research, discusses slowing growth and emerging threats from
drought, shifting Chinese capital and the Australian dollar. Goldman Sachs Research Follow trends in the global economy, including policy issues
and analysis of economic development from Goldman Sachs Global Investment Research. Follow trends in the global economy, including policy
issues and analysis of economic development from Goldman Sachs Global Investment Research. Select an Option Recently Viewed. Jan Hatzius,
chief economist and head of Global Economics and Markets Research at Goldman Sachs, expects a small uptick in global growth in and further
improvements in developed labor markets. We are underweight US rates on a directional and relative value basis. Return to Full Employment as
Normalization Begins Jan Hatzius, chief economist and head of Global Economics and Markets Research at Goldman Sachs, projects
improvement in the US labor and housing markets, additional rate hikes and a small decline in overall growth due to the appreciation of the dollar.
He lays out the fiscal reforms and policy commitments needed to pull Brazil out of recession. US Treasury yields have risen meaningfully since
September, and in particular this past week, due to renewed expectations for US tax reform, potential for hawkish leadership at the US Federal
Reserve Fed and ongoing strength in both US and global activity data. Select one or more perspective s. Kamakshya Trivedi, chief Emerging
Markets macro strategist in Goldman Sachs Research, sees a modest pickup in Emerging Markets growth in after five straight years of sequential
declines as expansion in countries such as India helps offset headwinds from "lower for longer" commodities, US monetary tightening and Chinese
deceleration. October 27, Fixed Income Macro Views US Treasury yields have risen meaningfully since September, and in particular this past
week, due to renewed expectations for US tax reform, potential for hawkish leadership at the US Federal Reserve Fed and ongoing strength in
both US and global activity data. Please choose a role. Your browser is out of date. Jan Hatzius, chief economist and head of Global Economics
and Markets Research at Goldman Sachs, projects improvement in the US labor and housing markets, additional rate hikes and a small decline in
overall growth due to the appreciation of the dollar. Date Range Filter articles by date range. Kathy Matsui, vice chair of Goldman Sachs Japan
and chief Japan equity strategist in Goldman Sachs Research, explains why Japan, the best-performing major developed market since , will
continue to see solid returns as improvements in corporate governance and structural reform keep equities positive. Stay Bullish in Kathy Matsui,
vice chair of Goldman Sachs Japan and chief Japan equity strategist in Goldman Sachs Research, explains why Japan, the best-performing major
developed market since , will continue to see solid returns as improvements in corporate governance and structural reform keep equities positive.
Select date range s. Enter your GSAM login credentials: Your Name Your Email Address. Please enter a name to save your selection. Global
Growth at an Inflection Point Charlie Himmelberg, co-head of Global Markets Research at Goldman Sachs, says a shift in growth dynamics from
emerging to developed economies will become increasingly visible in commodity and currency markets in Brazil faces another year of economic
contraction and a rocky path back to growth according to Alberto Ramos, head of Latin America Research at Goldman Sachs. More
Deceleration, with Policy a Key Buffer Andrew Tilton, chief Asia Pacific economist in Goldman Sachs Research, expects the Chinese government
to continue its support for economic growth in early , increasing spending and lowering short-term interest rates. Watch Video Emerging Markets:
All Macro Economic Views. These are just some of the market themes our economists say will define the year ahead. Featured The Long and
Short of It. Read Jan's Bio Replay. You already have a GSAM account. Charlie Himmelberg, co-head of Global Markets Research at Goldman
Sachs, says a shift in growth dynamics from emerging to developed economies will become increasingly visible in commodity and currency markets
in Time-series and cross-sectional analysis support our expectation for US wage growth to pick up in the near future. Select one or more topic s.
Topics Date Range Perspectives. Andrew Tilton, chief Asia Pacific economist in Goldman Sachs Research, expects the Chinese government to
continue its support for economic growth in early , increasing spending and lowering short-term interest rates. June Macro Insights Time-series and
cross-sectional analysis support our expectation for US wage growth to pick up in the near future. View All Macroeconomic Outlook Videos.
You have filtered everything out! In the longer-term, household balance sheets look quite good and so we think there is significant scope for
consumer spending to continue to grow," says Andrew Tilton, chief Asia Pacific economist, Goldman Sachs Research. Separate multiple email
addresses with a comma or semicolon. Perspectives Filter articles by publication type. Topics Filter articles by topic. Watch Video Latin America:
Why do I need to enter my corporate email address? A Stealthy Path to Full Employment Jan Hatzius, chief economist and head of Global
Economics and Markets Research at Goldman Sachs, expects a small uptick in global growth in and further improvements in developed labor
markets. It has known security flaws and may not display all features of this and other websites. Watch Video Market Themes: Emerging markets
will remain a mixed bag, with more deceleration ahead for China. In this Global Fixed Income Outlook, we discuss our views on the potential for
an inflection point and fixed income strategy.