Amid Rising Inflation and Slowing Growth, How is the U.S. Consumer Faring?

Amid Rising Inflation and Slowing Growth, How...

Up next

How Will Less Fed Transparency Affect Markets and the Economy?

Federal Reserve Chairman Kevin Warsh has steered the central bank into an era of less transparency. Former Fed governors Donald Kohn and Stephen Miran, as well as Goldman Sachs Chief Economist and Head of Goldman Sachs Research Jan Hatzius, discuss on the Goldman Sachs Exchanges ...  Show more

Dipan Patel on Permira’s ‘Artisanal’ Approach to Private Equity

Dipan Patel, co-CEO of Permira, joins Goldman Sachs Exchanges: Great Investors to discuss how Permira’s sector-specialized investment approach and private partnership structure differs from firms which have grown through platform scale and breadth. He also discusses Permira’s str ...  Show more

Recommended Episodes

Holiday shopping: Consumer savvy and retailer responses
The McKinsey Podcast

Across the United States, consumers are continuing to spend, but they’re not opening their wallets too wide. Joining us are McKinsey partners Colleen Baum and Tamara Charm who say retailers that offer personalized promotions, same-day delivery, and “buy now, pay later” plans are ...  Show more

Special Episode: Inflation, Energy and the U.S Consumer
Thoughts on the Market

As inflation remains a focal point for the U.S. consumer, higher energy costs will dampen discretionary spending for some. But not all are impacted equally and there may be good news in this year’s tax refunds and the labor market.


-----Transcript-----

< ...

  Show more

Consumer stocks: Finding the winners
The Markets

Recent earnings and economic data are putting the US consumer in focus. So what have we learned about the state of the consumer, and which subsectors are coming out ahead? Scott Feiler, a consumer sector specialist in Global Banking & Markets, joins Goldman Sachs Research’s Chris ...  Show more

Taking the Pulse of the US Consumer
Thoughts on the Market

Our panel of analysts discusses the health of the US consumer through the lens of spending, credit use and home ownership. 


----- Transcript -----


James Egan: Welcome to Thoughts on the Market. I'm James Egan, Morgan ...

  Show more