21 May 2025 | 4:01PM EDT What's Top of Mind in Macro Research: Growing US fiscal concerns, tracking trade flows, the positives of population aging Transcript US: fiscal concerns grow We estimate that the House Republican reconciliation package that extends expiring tax cuts, enacts new tax cuts, and reduces spending will increase the US deficit by around $275bn, or 0.8% of GDP, next year compared with current policy. This increase is slightly larger than we originally anticipated, mainly owing to more gener ...

18 May 2025 | 9:26PM HKT China Data Insights Nowcasting China's Trade Flows Using Shipping Data (Chen/Song/Lu) Andrew Tilton +852-2978-1802 | andrew.tilton@gs.com Goldman Sachs (Asia) L.L.C. Hui Shan +852-2978-6634 | hui.shan@gs.com Goldman Sachs (Asia) L.L.C. Lisheng Wang +852-3966-4004 | lisheng.wang@gs.com Goldman Sachs (Asia) L.L.C. Xinquan Chen +852-2978-2418 | xinquan.chen@gs.com Goldman Sachs (Asia) L.L.C. Yuting Yang +852-2978-7283 | yuting.y.yang@gs.com Goldman Sachs (Asia) L.L.C. Chelsea Song +852 ...