Goldman's Hatzius and Snider on the Outlook for 2026 | Odd Lots скачать в хорошем качестве

Goldman's Hatzius and Snider on the Outlook for 2026 | Odd Lots

2025 was an extraordinary year, with the real economy defying recession worries, and equity markets putting up monster returns. So can this be repeated again in 2026? On this episode, we speak with two of the top minds at Goldman Sachs. Jan Hatzius is the bank's chief economist and head of research and Ben Snider is its chief US equity strategist. We review what really happened in 2025, talking about the impact of both AI and the tariffs, as well as how these factors will impact the real economy and stocks next year. 00:00 Introduction 05:58 Economic Growth vs. Unemployment Dynamics 07:39 2025 Market Performance Analysis 08:47 AI Investment and Market Dynamics 11:40 2026 S&P 500 Target and Credit Outlook 13:19 CPI Data Analysis and Inflation Dynamics 18:04 Tariff Impact on Corporate Margins 18:59 AI Productivity and Market Concentration 21:17 Speculative Activity Indicators 22:42 AI and Labor Market Implications 24:53 Consumer Spending and Sentiment Divergence 27:07 Federal Reserve Leadership Transition 28:27 Equity Valuations and Multiples 29:52 AI Productivity Evidence and Modeling 30:40 Market Concentration Analysis 32:24 Risk Factors for 2026 Outlook 34:29 Housing Market Dynamics 36:32 China Economic Outlook 39:30 Historical Market Concentration 40:40 Data Challenges and Economic Forecasting 42:16 2026 Fed Policy Outlook Join the conversation: discord.gg/oddlots Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts Check out more Odd Lots:    • Odd Lots   Get the Odd Lots newsletter via https://www.bloomberg.com/account/new... And for all things Odd Lots, visit https://www.bloomberg.com/oddlots Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets. #OddLots #Markets #Investing #Business #Finance #Podcast Visit us: https://www.bloomberg.com/podcasts For coverage on news, markets and more: http://www.bloomberg.com/video