Latest Interviews

Rick Rieder, CIO of Global Fixed Income, BlackRock and Jan Hatzius, Chief Economist, Goldman Sachs

Rick Rieder, Jan Hatzius, Tony Pasquariello

Goldman Sachs Chief Economist Jan Hatzius and BlackRock's Rick Reeder debate the trajectory of U.S. inflation, with Hatzius forecasting a return to 2% by next year while Reeder warns of structural stickiness driven by wage pressures and corporate pricing power. The panelists assess the sustainability of current U.S. debt levels through low real interest rates and critique past fiscal interventions, noting that the 2021 American Rescue Plan was larger than necessary compared to the decisive pandemic response. Shifting to investment strategy, Reeder advocates for growth equities and European credit, whereas Hatzius emphasizes evolving forecast models that prioritize probability distributions over single-point predictions to navigate the current economic regime.