Dominic Wilson

Join Jan Hatzius, Goldman Sachs' chief economist, and Dominic Wilson, a senior advisor at the Global Markets Research Group, as they delve into the macroeconomic outlook for 2026. They explore the optimistic U.S. growth trajectory aided by tariff relief and fiscal support. The discussion touches on China's dual challenges of export resilience and domestic weakness, along with implications for Europe. The guests also analyze inflation trends, labor market dynamics, and the impact of AI on productivity, predicting a complex yet promising year ahead.

Join Jan Hatzius, Goldman Sachs' chief economist, and Dominic Wilson, a senior advisor in Global Markets Research, as they delve into the complexities of shifting tariff policies and their ramifications on the economy. They dissect the Federal Reserve's dilemma with inflation and growth, predict recession risks, and analyze volatile markets. The duo also addresses U.S.-China trade tensions and their unexpected impact on the dollar, offering valuable insights for navigating current economic uncertainty.

Jan Hatzius, chief economist at Goldman Sachs, and Dominic Wilson, senior advisor in global markets research, share insights on the economic outlook for 2025. They explore the potential impact of Trump's policies on growth and inflation, highlighting a 15% chance of recession. The duo discusses the balance of risks for markets, including high equity valuations and trade policies. They also touch upon how monetary policies may evolve, with possible interest rate cuts, and strategies for investors in navigating the fluctuating landscape.