Goldman Sachs

How we produce and consume electricity is changing fundamentally.

Electrification, a key piece of the puzzle to reduce carbon emissions, could also boost the European economy.

The team recently updated its projections, as the path to keeping climate change to within 1.5 degrees Celsius of the pre-industrial era appears increasingly out of reach.

Recent Chinese policy announcements suggest the government is determined to support the stock market at the same time that the outlook for earnings growth is moderately improving, according to Goldman Sachs Research.

Company bond sales are also expected to surge in 2025, according to Goldman Sachs Global Banking & Markets.

Trade globalization has been a major point of contention in western economies in recent years, amid concerns about the loss of manufacturing jobs and control over critical supply chains.

While there’s been persistent geopolitical turmoil, with wars in Ukraine and the Middle East, the physical supply of oil hasn’t been impeded, says Goldman Sachs Research’s Daan Struyven in an episode of Goldman Sachs Exchanges.

The likelihood of a US recession in the coming year has declined amid signs of a still-solid job market, according to Goldman Sachs Research.

Technology advances that have allowed electric vehicle battery makers to increase energy density, combined with a drop in green metal prices, will push battery prices lower than previously expected, according to Goldman Sachs Research.