Insights on the economic, markets and policy implications of the US elections.
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India Macro Outlook 2021: Vaccine to Extend Rebound in 2022
Goldman Sachs Research expects the broad-based availability of an effective vaccine in India could allow a meaningful activity rebound in 2021 leading to a real GDP growth of 13% in FY22.
Client Call: Macro Outlook 2021
Jan Hatzius, Chief Economist, and Alec Phillips, Chief Political Economist, discuss the outlook for economic recovery and the impact of the US election on global growth in 2021.
Macro Outlook 2021: A V(accine)-Shaped Recovery
With the US election largely settled, Goldman Sachs Research has updated its economic outlook for 2021. See why above-consensus growth in most major countries is expected in the new year.
Markets Update: Investors Feel “Relief” As Clarity Begins to Form Around US Election
Ashok Varadhan, global co-head of Goldman Sachs’ Global Markets Division, on how markets have moved in response to the US election and what investors expect in terms of economic growth and policy agendas looking ahead.
Mike Allen, Axios; Van Jones, REFORM Alliance; and Amy Walter, Cook Political Report
Highlights from a conversation with three expert observers about the state of the race, the value of polling, and the role mail-in voting will play.
Josh Glassman, Co-head, Americas Equity Sales and Earl Hunt, Relationship Management
Two executives from the firm’s Global Markets Division provide an assessment of the market impact of the election.