Select Research
AI Economics
"The AI Transition One Year Later"
with J. Briggs — Goldman Sachs, April 2024
"Upgrading Our Global Growth Forecasts to Reflect the Impact of AI"
with J. Briggs — Goldman Sachs, October 2023
"The Magnitude and Timing of the AI Investment Cycle"
with J. Briggs — Goldman Sachs, July 2023
"The Potentially Large Effects of Artificial Intelligence on Economic Growth"
with J. Briggs — Goldman Sachs, March 2023
Most-read Goldman Sachs Research report of 2023 and 2024
Macro & Trade
"The Global Impact of Higher US Tariffs"
with J. Briggs — Goldman Sachs, August 2024
"The Economic Potential of Accelerated Healthcare Innovation"
with J. Briggs — Goldman Sachs, March 2024
"Why Is DM Immigration So Elevated?"
with J. Briggs — Goldman Sachs, December 2023
"Macro Outlook 2024: The Hard Part Is Over"
with J. Hatzius, D. Wilson, J. Briggs, V. Chang, G. Pierdomenico — Goldman Sachs, November 2023
"Historical Evidence on Central Bank Cuts After G10 Soft Landings"
Goldman Sachs, August 2023
"The Economic Impacts of Bank Stress in the US and Europe"
with J. Briggs — Goldman Sachs, March 2023
"Macro Outlook 2023: This Cycle Is Different"
with J. Hatzius, D. Struyven, Y. Zhestkova — Goldman Sachs, November 2022
"Can G10 Economies Tame Inflation Without a Recession?"
with D. Struyven — Goldman Sachs, October 2022