Goldman Sachs: Clients 'Dusting Off' M&A Playbooks After Trump Win

The transcript discusses the market's reaction to recent political changes, highlighting a renewed focus on strategic planning. It suggests that US growth is expected to increase, potentially boosting M&A activity, while there is some caution regarding Europe due to tariff concerns. The discussion also touches on regulatory improvements and industry-specific dynamics, with a generally optimistic outlook for the future, particularly in the latter half of the year as deals mature.

How does the speaker view the impact of the new policies on economic growth in the US?

What is the sentiment regarding M&A activity in the US compared to Europe?

What are the concerns mentioned regarding the new administration's posture on tariffs?

In what way does the speaker believe regulation will change under the new regime?

What does the speaker suggest about the timeline for M&A deals to pick up?