Goldman Sees Monetary Policy 'Stability' Driving M&A in 2025

The video discusses the current economic climate, focusing on market stability and predictability in the face of uncertainty. It highlights trends in mergers and acquisitions, particularly the simplification of business structures to enhance performance. The video also examines capital markets activity, noting a gradual return to stability and increased private equity transactions, with expectations for continued growth in the coming year.

What factors contributed to the significant uncertainty about interest rates and economic trajectory a year ago?

What are the implications of the current stability in predicting monetary policy for buyers and sellers in the market?

How does the simplification of businesses relate to investor performance and market trends?

What trends have been observed in capital markets activity, particularly in Europe, and what factors are influencing these trends?

In what ways have financial investors adapted their strategies in response to market volatility over the past two years?