Insights

Analysis and perspectives on the global economy and markets from across Goldman Sachs
hero-card-grid
Alternatives & Private Markets
Private credit’s outlook amid rising volatility
May 2, 2025
The Latest
hero-card-grid
Goldman Sachs Exchanges
Stagflation and the Fed's next move
Podcast|
May 2, 2025
hero-card-grid
36:45
Goldman Sachs Talks
Nasdaq CEO Adena Friedman on the future of public markets
Video|
May 1, 2025
hero-card-grid
The Markets
Time to buy bonds?
Podcast|
May 2, 2025
Goldman Sachs TalksConversations with pioneering business and cultural leaders about leadership, strategy, and how business and the economy are changing.
See All Goldman Sachs Talks
In Focus: Artificial Intelligence
Top of Mind
Gen AI: too much spend, too little benefit?
The promise of generative AI technology to transform companies, industries, and societies is leading tech giants and beyond to spend an estimated ~$1tn on capex in coming years, including significant investments in data centers, chips, other AI infrastructure, and the power grid. But this spending has little to show for it so far. Whether this large spend will ever pay off in terms of AI benefits and returns, and the implications for economies, companies, and markets if it does—or if it doesn’t—is Top of Mind.
All Insights