Tariffs’ impact on the US dollar Download Video Transcriptdownload What could tariffs mean for the US dollar? Karen Fishman, senior economist with Goldman Sachs Research, separates the signal from the noise. 

Chinese measures to raise birth rates are boosting dairy stocks Recent policy announcements in China highlight new government efforts to raise birth rates. For investors, this suggests an improving outlook among dairy and infant formula companies that have sales in China, according to Goldman Sachs Research. It also creates a positive storyline for companies outside Asia that make ingredients for infant nutrition. The policy developments include a March...

Defense spending to boost German and European GDP growth The economic growth outlook is improving in Germany — and in Europe as a whole — amid a fiscal plan that emerged after Germany’s federal election and the prospect of higher military spending across the region, according to Goldman Sachs Research. German voters in late February put Friedrich Merz in line to become Chancellor and gave his Christian Democratic...