December 29, 2025· 46 min

Goldman's Hatzius and Snider on the Outlook for 2026

David Snider Jan Hatzius

Orality

Model

50%

Speaker Breakdown

HostTracy Alloway(1,470 words)

M:29%

HostJoe Weisenthal(2,059 words)

M:94%

GuestDavid Snider(1,992 words)

M:27%

GuestJan Hatzius(2,716 words)

M:28%

Oral Indicators

Agonistic41%

completely, incredible, obviously

Engagement63%

you, our, your

Memory Aids100%

listen, now, right

Repetition100%

think (77x), about (74x), year (61x)

Parallelism69%

And I'm Joe Wiesenthal...., And then I say it's the most w..., And it's a great time....

Sound Patterns64%

65 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases4%

you know what, i mean

Literate Indicators

Hedging10%

may, maybe, might

Passive Voice7%

been obsessed, been increased, being invested

Abstract Nouns21%

investment, business, chase.com/business

Subordination7%

since, although, because

Sentence Length36%

Avg: 13.9 words/sentence

Word Complexity49%

investment, analyze, anticipate

Academic Markers3%

according to

Impersonal Style37%

635 personal pronouns found

Descriptive Style100%

apply, internationally, completely

Description

2025 was an extraordinary year, with the real economy defying recession worries and equity markets putting up monster returns. So can this be repeated again in 2026? On this episode, we speak with two of the top minds at Goldman Sachs. Jan Hatzius is the bank's chief economist and head of research and Ben Snider is its chief US equity strategist. We review what really happened in 2025, talking about the impact of both AI and the tariffs, as well as how these factors will impact the real economy and stocks next year. Read more: Larry Ellison, Not Elon Musk, Was The Tech Titan Who Defined 2025 Why 2026 Is Poised to Be Another Rocky Year for Global Trade Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

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