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A market friendly data print— for now
While this week’s CPI print shows that inflation eased in April, consumer prices are still on the rise. What does this mean for the Fed’s next move? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, provides his view on policy and markets.
Jay Shetty on mindfulness in the workplace
Jay Shetty, Calm chief purpose officer, best-selling author, podcast host of On Purpose with Jay Shetty and entrepreneur, discusses his path to mindfulness and entrepreneurial journey with Goldman Sachs’ Jacqueline Arthur in this Goldman Sachs Talks.
How AI, the energy transition, and the future of work are shaping impact investing
Is it possible to have a positive impact through investing without giving up on returns? Brian Singer of Goldman Sachs Research and Greg Shell of Goldman Sachs Asset Management discuss the trends shaping impact investing and the investment opportunities in the space.
AI is poised to drive 160% increase in data center power demand
As the pace of efficiencies in electricity use slows and the AI revolution gathers steam, Goldman Sachs Research expects data center power demand to ramp up in the coming years.
AI is showing ‘very positive’ signs of eventually boosting GDP and productivity
Goldman Sachs Research predicted last year that generative AI could boost GDP and raise labor productivity growth over the coming decade. Since publishing that outlook, investment in generative AI has boomed, but it will take time for the technology to filter into the overall economy.
Why big tech's earnings reveal a “bifurcated market”
While large cap tech stocks have powered the market higher, companies' earnings reports tell a more mixed story. Goldman Sachs' Peter Callahan, US TMT sector specialist in Global Banking & Markets, breaks down big tech’s earnings and what he expects for the sector.