Published Nov 27, 2023

Goldman's Jan Hatzius Believes the Hard Part Is Over

Goldman Sachs' chief economist, Jan Hatzius, shares his optimistic economic outlook for 2024, suggesting the hardest part is over with stable labor markets, ongoing disinflation, and the potential for future Fed rate cuts, all while navigating post-COVID inflation dynamics.

Episode Highlights

Topics covered

Monetary Policy
01
Inflation Dynamics
02
Labor Market Analysis
03

Goldman's Jan Hatzius Believes the Hard Part Is Over

Topics covered

Popular Clips

US Fiscal Outlook

Consumer Spending Outlook

Labor Market Indicators

Global Inflation Insights

Macro Insights

Unusual Economic Cycles

Economic Outlook 2024

Productivity Insights

Success and Sustainability

Adapting to New Trends

Economic Survey Response Rates

Different Cycle Outlook

Deficit Concerns

Labor Market Insights

Episode Highlights

Monetary Policy

Inflation Dynamics

Labor Market Analysis

Goldman's Jan Hatzius Believes the Hard Part Is Over

Topics covered

Popular Clips

Episode Highlights

Monetary PolicyJan Hatzius examines the effects of past rate hikes and the potential for future rate cuts by the Fed. He provides insights into the economic outlook for 2024, highlighting the possibility of a soft landing amidst ongoing disinflation and stable labor markets.

Monetary Policy

Inflation DynamicsJan Hatzius, chief economist at Goldman Sachs, discusses the global and US-specific factors influencing inflation trends. He highlights the impact of COVID-19 and expresses optimism about achieving further disinflation without economic recession.

Inflation Dynamics

Labor Market AnalysisJan Hatzius, the chief economist at Goldman Sachs, analyzes current employment trends and the concept of labor market rebalancing. He explains how these factors influence economic forecasts and the potential for a recession.

Labor Market Analysis