Our latest thinking on the issues that matter most in business and finance.

Global Economic Outlook

Forecasts for the world's biggest economies in 2025

Goldman Sachs Research expects global GDP growth to remain steady, with the U.S. economy continuing to outperform expectations. Here are the key factors shaping the outlook.

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Latest Insights

AI and Markets

The new AI trades

How artificial intelligence is reshaping markets and creating new investment opportunities.

June 2025
Gen AI

Gen AI: Too much spend, too little benefit?

Goldman Sachs Research examines whether the massive investment in generative AI will ultimately pay off.

May 2025
US Equity Markets

What's driving US equity markets

An overview of the key themes and factors influencing stock performance in 2025.

May 2025
Japan Equities

The case for Japanese equities

Why Japan's structural reforms and corporate governance changes make its market attractive to investors.

April 2025
Fixed Income

Navigating the bond market in 2025

How rising rates and shifting monetary policy are creating opportunities and risks in fixed income.

April 2025
Global Research

Top of Mind: The global investment landscape

Our flagship publication explores the most pressing questions facing investors and policymakers today.

March 2025

Goldman Sachs Exchanges

Leaders and thinkers from across Goldman Sachs share insights on the market-moving events and trends shaping industries and economies around the world.

The New AI Trades

How artificial intelligence is reshaping market dynamics and investment strategies.

32 min

Global Macro Outlook

Our chief economist shares his views on the trajectory of major world economies.

28 min

The Credit Cycle

How changes in the credit landscape are creating new risks and opportunities.

35 min

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