Sharon Bell

Kathy Matsui, a pioneering research analyst known for her impactful report on Japan's economy, joins Goldman Sachs leaders Sharon Bell and Asahi Pompey to explore the progress of women in the workforce. They delve into the monumental shifts in female labor participation over the past 25 years, especially in Japan, sparked by cultural and governmental changes. The discussion highlights ongoing challenges like the gender pay gap and barriers to leadership, while showcasing global initiatives aimed at empowering women entrepreneurs and enhancing diversity in the workplace.

Steven Ricchiuto, Mizuho chief economist who tracks labor markets and inflation, discusses payrolls, claims, policy timing and where inflation might re-emerge. Sharon Bell, Goldman Sachs European equity strategist, explains why investors shift to Europe, sector mix and currency diversification. French Hill, Republican congressman from Arkansas, covers tariffs, USMCA, housing legislation and community banking reforms.

Sharon Bell, Senior European Equity Strategist at Goldman Sachs, shares her insights on the fragility of European equities in the face of uncertain US tariff policies. She discusses the impact of geopolitical tensions and the need for stronger fiscal policies in Europe. Jon Lieber highlights the US's controversial alignment with Russia in international matters, while Dan Ives offers a sneak peek into Nvidia's upcoming earnings. Neil Dutta provides an assessment of recent economic data, shedding light on the challenges and opportunities in the US economy.