Alec
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- Goldman Sachs30 min
2025 outlook: Will tailwinds trump tariffs?
Jan Hatzius, Dominic Wilson, Yann, Dom, Tom, David, Alec, Dami, Yuan
Forecasts project U.S. real GDP growth at 2.5% for 2025, driven by real wage gains and moderate financial conditions, while maintaining a 15% recession probability. The outlook hinges on tariff scenarios, where base case assumptions assume limited trade barriers, though a full across-the-board tariff risk could reduce growth by one percentage point and raise inflation toward 3%. Consequently, investors are advised to hedge equity concentration risks with non-U.S. bonds and options while anticipating Federal Reserve rate cuts that target a federal funds range of 3.25% to 3.5% by late 2025.
- Milken Institute1h 16m
The Water Challenge: Doing More with Less
Rodney Smith, Sanjay Gaur, Susan Leal, Andy Lipkus, Frances Phoebe Weber, Karen Ross, Moss, Carolyn Jungermann Bennett, Sanjeev, John McDonald Jr., Alec, Jim McDaniel, Marine Stapleton
An upcoming December event in Sacramento will convene Australian water authorities and technology firms to share critical lessons from Australia's decade-long "sea change" in water management with California stakeholders. The presentation aims to address the state's transition to a high-risk hydrologic environment by discussing integrated solutions for agricultural adaptation, groundwater regulation, and urban conservation technologies like direct potable reuse. Participants will examine how market mechanisms and infrastructure investments, such as the Bay Delta Conservation Plan, can bolster resilience against escalating water volatility without relying on single silver-bullet solutions.