Cover image of Top of Mind at Goldman Sachs

Top of Mind at Goldman Sachs

In each episode of “Top of Mind at Goldman Sachs,” Allison Nathan, a senior strategist in the firm’s Global Investment Research division and the creator and editor of the GS “Top of Mind” publication,... Read more

Ranked #1

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Growth and Geopolitical Risk

Growth and Geopolitical Risk

The market has once again been gripped by recession fears at the same time that geopolitical and policy risk is flaring ... Read more

16 Oct 2019

19mins

Ranked #2

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Reopening the Economy

Reopening the Economy

With mitigation measures leading to an apparent leveling off of case growth globally at the same time that the economic ... Read more

30 Apr 2020

26mins

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Roaring Into Recession

Roaring Into Recession

Coronavirus has pushed the global economy into a recession of historic proportions and halted the longest-lasting equity... Read more

26 Mar 2020

23mins

Ranked #4

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2020’s Black Swan: Coronavirus

2020’s Black Swan: Coronavirus

Amid many concerns heading into 2020, the event that no one expected was the outbreak of COVID-19—a coronavirus that fir... Read more

3 Mar 2020

24mins

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Fiscal Focus

Fiscal Focus

With monetary policy, conducted by central banks, nearly exhausted in the major economies and low interest rates globall... Read more

2 Dec 2019

21mins

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Currency Wars

Currency Wars

President Trump has voiced concern that a strong Dollar is damaging US competitiveness. Of course, exchange rates do mat... Read more

17 Sep 2019

22mins

Ranked #7

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Dissecting the Market Disconnect

Dissecting the Market Disconnect

With the US expansion now the longest on record and no shortage of risks on the horizon, growth uncertainty is Top of Mi... Read more

16 Jul 2019

21mins

Ranked #8

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Oil’s Seismic Shock

Oil’s Seismic Shock

The global oil market is experiencing a massive demand shock, with demand for transportation fuels sitting in the crossh... Read more

6 Apr 2020

26mins

Ranked #9

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Central Bank Independence

Central Bank Independence

The US Federal Reserve’s sharp pivot toward easing amid substantial White House pressure has raised concerns about centr... Read more

13 Aug 2019

24mins

Ranked #10

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Trade Wars 3.0

Trade Wars 3.0

The prospect of a larger and longer trade war has increased as US-China trade negotiations have taken a turn for the wor... Read more

7 Jun 2019

19mins

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