Dom
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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.
- a16z19 min
a16z Podcast | Securing Infrastructure and Enterprise Services
Frederic Kerrest, Brad Peterson, Dominic Shine, Ben Horowitz, Hannah, Dom, Freddie
News Corp, NASDAQ, and Okta leaders discuss strategic shifts toward mobile-first security and distributed ledger technologies to mitigate election-related cyber threats and modernize critical financial infrastructure. Executives prioritize resilience by enforcing rigorous vendor due diligence, investing in user behavior analytics, and transitioning from centralized mainframes to secure, permissioned blockchain environments. These organizations collectively reject single-vendor reliance in favor of best-of-breed portfolios that balance operational speed with robust defenses against supply chain attacks and state-level threats.