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Insights on the global economy, markets and topics related to our business.
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Currencies, rates, and a volatile yen
The Japanese yen has been depreciating against the US dollar, hitting its lowest point in over three decades last week. What does this mean for markets and global investors? Global Banking & Markets’ Lindsay Matcham discusses the recent Fed and BoJ moves.
Music in the Air: Focus on monetisation, emerging markets and AI; updating global music industry forecasts
According to Goldman Sachs Research, 2023 was a turning point for the music industry in many respects, marked by the first ever major price increase by global streaming platforms, the modernisation of outdated royalty payment structures and the deployment of Generative AI.
Helping clients navigate complex sustainability challenges and opportunities
Goldman Sachs has been helping clients and partners with their sustainability objectives for more than two decades. We spoke with Kara Succoso Mangone, head of Goldman Sachs’ Sustainable Finance Group, about the firm’s sustainability report.
Why gold’s “strange” rally could continue
Gold’s 2024 rally is “quite strange,” but two sources of demand could drive the metal even higher. Nicholas Snowdon, Goldman Sachs’ Head of Metals Research, separates the signal from the noise.
GS SUSTAIN: Social Capital: How business can drive impact through affordability
Goldman Sachs Research analysts revisit their impact-oriented approach to the UN Sustainable Development Goals, with a focus on the ‘S’ of ESG. They spotlight businesses contributing to the expansion of access and increased affordability in four SDG-aligned categories, often with a dual environmental benefit.
GS SUSTAIN: Generational Growth — AI/data centers' global power surge and the sustainability impact
Data center power demand is poised to grow 160% by the end of the decade, according to Goldman Sachs Research. The analysts believe this should enhance investment opportunities across the power supply chain benefitting from Green Capex, volume growth and innovation.