Will tariffs lead to a recession?

Goldman Sachs Research’s Daan Struyven, co-head of Global Commodities Research and Head of Oil Research, discusses how the strikes in Iran could affect the oil market, commodities, and energy prices. This episode was recorded on March 2nd, 2026. The opinions and views expressed h ...  Show more

Goldman Sachs Research’s Bruce Kirk discusses the implications of Japan’s recent snap election and the implications for the equity market and foreign investors. Date of recording: February 19, 2026. The opinions and views expressed herein are as of the date of publication, subjec ...  Show more

It's been a time of tumult on Wall Street – at the hands of the White House.

US President Donald Trump made his plans for tariffs known on the campaign trail, but their scale has taken the world by surprise.

The sweeping tariffs sent global markets into chaos. Th ...

Almost a month since ‘liberation day’, the potential impacts of President Donald Trump’s tariff regime are starting to sink in. US hard data isn’t yet showing much negative impact from changes to US trade policy – but economists are gloomy on US growth prospects. The IMF last wee ...  Show more

YERRR BONUS EP - the guys needed to get a breakdown of what was going on in the financial world so they brought in Chamath Palihapitiya from the All-In Podcast to explain to us what's going on with the tariffs, the economy, Trump and much much more. INDULGE 00:00 Rant! 00:43 What ...  Show more

Our Global Head of Fixed Income and Thematic Research explains why President-elect Trump’s proposed tariff plans may look different than the policies that are ultimately put in place.

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Welcome to Thoughts on the Market. I ...