April 2, 2026
AI's surge requires a 220% power demand increase by 2030. The biggest bottleneck isn't capital or parts, but a critical shortage of skilled labor.
March 31, 2026
New Mountain Capital's Steve Klinsky on PE's evolution: disciplined business-building in defensive-growth sectors over financial engineering.
March 27, 2026
The Iran conflict's end hinges on control of the Strait of Hormuz, with both sides locked in a struggle for survival and leverage.
March 23, 2026
Experts dissect private credit fears. While retail outflows and AI risks are real, systemic threats are deemed low due to market structure.
March 20, 2026
Lloyd Blankfein discusses his memoir, leadership through crisis, proactive risk management, and preserving a unique partnership culture at Goldman Sachs.
March 18, 2026
Markets price an inflation shock from recent conflict, not a growth shock. Traditional hedges are failing, but emerging markets show resilience.
March 16, 2026
Goldman Sachs International’s Co-CEOs discuss Europe's economic resilience, market volatility from Mideast conflict, and AI as a driver for M&A.
March 10, 2026
AI poses an existential risk to software, causing investor sell-offs. But incumbents with defensible data moats may survive and even thrive.
March 2, 2026
Iran conflict disrupts oil flows via the Strait of Hormuz, spiking prices. The duration of the disruption is the key variable for the market outlook.
February 24, 2026
Prime Minister Takechi's historic election win signals political stability, fueling investor optimism and a potential continued rally in Japanese equities.
February 17, 2026
AI disruption fears are hitting software and service stocks, while the broader AI trade now hinges on monetizing massive CapEx spending.
February 12, 2026
Lone Pine's David Craver on how long-term, fundamental investing provides a key advantage in today's volatile, AI-driven market.
February 10, 2026
Affordability is a key political issue, but the real problem is housing. While real incomes are stable, soaring homeownership costs dominate.
February 3, 2026
Experts analyze Trump's 'Donroe Doctrine,' an 'Americas First' policy reshaping US influence, resource control, and global power dynamics.
January 27, 2026
In 2026, US stocks are poised for modest outperformance driven by strong earnings, but investors should be wary of AI hype and China's market.
January 23, 2026
Goldman Sachs CEO David Solomon sees a strong 2026, forecasting a record M&A year and AI-driven growth, with geopolitical risks as the main concern.
January 20, 2026
Goldman Sachs' 2026 Outlook: Stay overweight equities but diversify. Expect a weaker dollar, higher gold prices, and AI-driven power demand.
January 15, 2026
Goldman Sachs' 2026 outlook: US growth is strong, China's manufacturing dominates despite property woes, and Europe faces structural headwinds.
January 13, 2026
Outlook 2026: Goldman Sachs forecasts sturdy global growth and stable prices, but warns of stagnant jobs and rising US labor market risks.
January 6, 2026
Venezuela's political shift has a muted short-term oil impact but signals major long-term supply potential, benefiting U.S. majors and gold.
December 22, 2025
Investor Eric Peters on risk management, trend following, the 10-year crypto theme, and navigating a world of expanding government debt.
December 18, 2025
Diameter Capital's Scott Goodwin on credit market stress, AI infrastructure opportunities, and the looming risk in pre-GPT SaaS LBOs.
December 10, 2025
The US leads in core tech like chips & AI, but China is winning on application, installation, & self-sufficiency. Who will win the tech race?
December 4, 2025
Goldman's retiring strategist David Kostin on the AI bubble, long-term returns, market opportunities, and lessons from a 30-year career.
November 24, 2025
Goldman Sachs' Head of M&A unpacks 2025's record deal surge, the impact of AI, and why 2026 could see similar all-time high activity.
November 18, 2025
Ex-Dallas Fed President Robert Kaplan discusses the Fed's tough December rate decision amid sticky inflation and an uncertain labor market.
November 11, 2025
Is it an AI bubble? Experts weigh massive CapEx, ROI questions, and key differences from past tech bubbles like the dot-com era.
November 5, 2025
China's economy proves resilient against tariffs, leveraging tech and trade rerouting. A new truce signals a power shift, fueling a major GDP forecast upgrade.
October 31, 2025
Davidson Kempner's CIO on navigating markets: finding opportunities in high rates, global credit, and a renewed M&A boom.
October 28, 2025
Commodity markets face upheaval from sanctions on Russian oil, China's grip on rare earths, and gold's volatility. What's next for investors?
October 24, 2025
Sixth Street's Alan Waxman on building a multi-strat firm on flexibility, a 'one team' culture, and lessons from the GFC.
October 22, 2025
The U.S. economy shows surprising resilience despite tariffs and a cooling labor market, with AI's impact still limited and inflation manageable.
October 17, 2025
Bessemer's Byron Deeter on the AI revolution, backing visionary founders, and why the biggest venture capital mistakes are crimes of omission.
October 14, 2025
The private equity secondary market is booming, providing vital liquidity and strategic portfolio tools, with growth set to accelerate past 15%.
October 8, 2025
US gov't shutdown deep dive: A political reversal, a 0.1% weekly GDP hit & data blackouts for the Fed. An uncertain end game.
September 30, 2025
Goldman Sachs' CDO on AI's next wave: The key is unlocking proprietary enterprise data, moving beyond public models and synthetic slop.
September 24, 2025
Is US economic data trustworthy? Experts debate the impact of revisions, budget cuts, and political pressures on our view of the economy.
September 18, 2025
Healthcare lags the market due to policy risks & capital rotation, yet innovation in biotech, GLP-1s, and oncology presents selective opportunities.
