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

Episode Highlights

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Dexa/Odd Lots

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

Related Episodes

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Goldman's Jan Hatzius on the Lessons Learned in 2020

Jan Hatzius on the Narrow Path to Avoid a Hard Landing

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Morgan Housel on the New Way We Think About Money

Austan Goolsbee on the 'Golden Path' to a Soft Landing

Bill Gross on the End of the Great Bond Bull Market

Jim Chanos on Why Some of the Worst Hit Parts of the Market Still Have More Pain Ahead

Neil Dutta and Conor Sen on the Chances of a US Soft Landing

This Is the Macro Picture Going Into 2021

Steve Eisman on the Three Big Macro Stories of Our Time

Nouriel Roubini Sees A Bad Recovery, Then Inflation, Then A Depression

Inside the Hidden Cycles That Rule Markets and Life

Austan Goolsbee on How This Cycle Turned Out to Be So Different

Brevan Howard's Top Economist Sees Three Huge Macro Turning Points Under Way

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

Related Episodes