Latest Interviews
Showing 31–32 of 32 interview transcripts.
Clear all filters- Goldman Sachs23 min
Unlocking the AI M&A Supercycle
Jung Min, Matt Lucas, Allison Nathan
Goldman Sachs' latest analysis characterizes the current generative AI boom as a transformative, economy-wide shift driven by chat interfaces and algorithmic leaps, while noting that widespread enterprise adoption remains in a nascent phase. Investment capital is currently concentrated on infrastructure components like semiconductors and data centers, leading to a shift in public market valuations toward tangible results rather than speculation. Although acquisition activity is temporarily constrained by strategic uncertainty, future M&A waves and significant economic productivity gains are projected to emerge once regulatory frameworks stabilize and enterprise spending matures over the coming decade.
- Goldman Sachs41 min
Speaker Series for Interns: Senior Economists from Global Investment Research
Jan Hatzius, Dominic Wilson, Allison Nathan
Jan and co-speakers assess the post-2009 global economy as significantly improved from a Depression scenario yet still hampered by insufficient stimulus, premature fiscal tightening, and slow central bank responses. While US growth is forecast to accelerate to roughly 2.7% by mid-2014 driven by housing and demographics, supporting equity upside despite rich valuations, Europe and Japan face subdued growth and inflation challenges requiring more aggressive monetary easing. The analysts predict the Federal Reserve will hold rates near zero until early 2016 due to hidden labor market slack, whereas emerging markets are navigating a painful 12-to-18-month correction phase before resuming their long-term role as primary global growth engines.