Allison Nathan of Goldman Sachs Research dives into macro developments that are top of mind for investors, executives and policymakers. 

Allison Nathan of Goldman Sachs Research



15 JUN 2022 Top of Mind

Equity Bear Market: A Paradigm Shift?

Against a backdrop of sky-high inflation, rising rates, and growing recession concerns, the S&P 500 has had its worst start to the year since 1962, with the tech-heavy Nasdaq and unprofitable Growth companies performing even more dismally. Whether equity markets are in the midst of a paradigm shift and what’s in store for them ahead is Top of Mind.

03 MAY 2022 Top of Mind

(De)Globalization Ahead?

Amid the dual crises of Covid and the war in Ukraine, globalization is arguably facing its biggest test of the post-Cold War era. Where globalization is heading, and what that means for the economy, markets, and society, is Top of Mind.

15 MAR 2022 Top of Mind

Stagflation Risk

As 2022 continues to unfold, two major growth risks loom large against a backdrop of alarmingly high inflation—the prospect of a Fed policy mistake, and of a sizable disruption in the Euro area's energy flows. How policymakers navigate these risks, and their growth and market consequences, are Top of Mind.

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