Reports

Goldman Sachs Research

Music in the Air: 10 Years On

Top of Mind

Higher Bond Yields: How Concerning?

Top of Mind

Assessing a Less Transparent Fed

Goldman Sachs Research

GS SUSTAIN: AI/Data Centers: Power Demand, Cyclical Progression, and Sustainability Implications

Top of Mind

IPO Surge: A Red Flag for Markets?

Top of Mind

An AI Job Apocalypse?

GS SUSTAIN: How Aging and Declining Populations Will Drive Product and Company Demand

Goldman Sachs Research

The Potential Economic Gains from Boosting UK Social Mobility

Goldman Sachs Research

Investors May Be Overlooking the UK’s Economic Potential

Goldman Sachs Research

Optical Networking: The Next Mega Trend in AI Infrastructure

Top of Mind

Cracks in Private Credit

Goldman Sachs Research

The Impact of Higher Energy Prices on European Manufacturing Industries

Goldman Sachs Research

The HALO effect: Heavy Assets, Low Obsolescence in the AI era

Top of Mind

Iran Conflict: How Long, and How Bad?

Top of Mind

Will AI Eat Software?

Artificial Intelligence

GS SUSTAIN: How Rising Hyperscaler Reinvestment Impacts the 6 Ps Driving Power Growth / Constraints