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Powering Up Europe: AI datacenters and electrification to drive +c.40%-50% growth in electricity consumption
Goldman Sachs Research analysts estimate that Europe’s power demand could grow by +c.40% in the next 10 years, fueled by the rapid expansion of datacenters and a pickup in the electrification process.
Generational Growth: AI, data centers and the coming US power demand surge
Global data center power demand is poised to more than double by 2030 after being flattish in 2015-20. Goldman Sachs Research analysts believe downstream investment opportunities in utilities, renewable generation and industrials whose investment and products will be needed to support this growth are underappreciated.
Why investors should “expect the chop to continue”
How are investors responding to a busy earnings week but a weaker-than-expected GDP number? Brian Garrett, head of the equity execution team on the cross asset sales desk in Global Banking & Markets, discusses why investors should expect equity volatility to continue.
The US labor market is automating and becoming more flexible
Generative artificial intelligence is poised to automate nearly a quarter of jobs across all industries. The effects of AI will be felt on a workforce that is already “fractionalized,” in which part-time roles supplement or replace full-time ones, according to Goldman Sachs Ressearch.
Weighing the GLP-1 Market
The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. But GLP-1s are expensive, insurance coverage is limited, and not everyone with obesity can and or wants to take them. In this episode, which is based on Goldman Sachs Research’s latest Top of Mind report, obesity medicine physician Dr. Fatima Cody Stanford and Jonathan Gruber, professor of economics and chairman of the Economics Department at MIT, discuss how large the addressable market for GLP-1s actually is and the implications for US fiscal health.
Does the market need rate cuts?
"We might just be in a different regime than we were from 2010 to 2020,” says Josh Schiffrin, global head of trading strategy in Global Banking & Markets. Schiffrin discusses how investor sentiment has stayed optimistic even in the face of geopolitical tensions and central bank policy changes.