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Gita Gopinath

Gregory and Ania Coffey Professor of Economics; former First Deputy Managing Director, IMF, Harvard University

Search every verified Gita Gopinath interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. In a May 2026 appearance on the Odd Lots podcast, Gita Gopinath discussed the global surge in interest rates and bond market selloffs. She attributed the rise in rates to a combination of factors, including an unexpected increase in capital demand from the AI boom, projected US fiscal deficits of around 7% for the foreseeable future, and other pressures such as demographics and high public debt. Gopinath, who has previously warned that bond markets are in a fragile place, also addressed the relationship between stocks and bonds, noting a disconnect between investor expectations and the inflationary pressures she sees from resource limits and reduced free trade. Gopinath also commented on central bank policy, stating that if a central bank were to deviate from its mandate of price stability and full employment to purchase long-term debt, inflation expectations could drift up, leading to higher nominal and real rates due to an increased inflation risk premium. She acknowledged a possible future scenario with high productivity growth from AI, but noted that she does not know of a single economist who contemplates such an outcome without also considering risks like civil unrest or misuse of AI.

Recent appearances

  • LIVE: Former IMF Deputy Chief Gita Gopinath Discusses India Economy And Global Risks

    June 03, 2026 · 📺 India Today Global

    Former IMF First Deputy Managing Director Gita Gopinath speaks on the escalating West Asia crisis, its implications for global growth, energy markets, inflation trends, the Indian rupee, and monetary policy challenges facing the Reserve Bank of India (RBI). The discussion is expected to focus on how geopolitical tensions in the Middle East could impact oil prices, global trade flows, inflationary pressures, and economic stability. Gopinath may also share her views on India's economic outlook, currency movements, interest rates, and the RBI's policy path. Key focus areas: West Asia crisis and…

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  • Gita Gopinath on Why Interest Rates Have Surged All Around the World | Odd Lots

    May 29, 2026 · 📺 Bloomberg Podcasts

    There's been a massive selloff in the bond market and rates are rising globally. Japan, Korea, the UK... You name it. Gita Gopinath — Harvard economics professor and the former first deputy managing director of the IMF — has long warned that bond markets are "in a fragile place." She sees a combo of demographics, high levels of public debt, and the intense capital needs of the AI boom creating inflationary pressure all around the world. Today we speak with Gopinath about the seeming disconnect between stocks and bonds and why investors may be wrong to assume that governments will have their ba…

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  • Rubenstein Lecture | Gita Gopinath, Harvard Economics Professor, former IMF

    April 15, 2026 · 📺 Duke University Sanford School of Public Policy

    What does it take to steer the global economy through turbulence, and to lead at the highest levels of international policy? Gita Gopinath, Professor of Economics at Harvard University, and David Rubenstein, Co-Founder and Co-Chairman of the Carlyle Group take on the defining topics of 2026: the anxiety of rising tariffs, rapid changes in international trade policy, the uncertainty of a shifting global economic order, and the policies that will shape the path toward sustainable growth globally. Learn more about Gopinath’s remarkable journey from academia to the IMF and the global policymaking…

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  • Assessing the Iran War's "structural damage" with Harvard economist Gita Gopinath

    April 11, 2026 · 📺 GZERO Media

    Rising energy prices, higher inflation, and growing economic uncertainty — a Harvard economist says the fallout from the Iran war is already being felt. On the GZERO World Podcast, Ian Bremmer sits down with Harvard economist and former IMF Deputy Managing Director Gita Gopinath to unpack how the conflict is rippling through the global economy. As oil and gas prices surge, inflation is climbing, adding new costs for households and businesses and putting pressure on growth worldwide. Gopinath explains that while the immediate hit to global growth may seem modest, the bigger concern is lon…

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  • Former IMF Member Gita Gopinath Talks Oil Prices | Bloomberg Talks

    March 12, 2026 · 📺 Bloomberg Podcasts

    Former IMF Deputy Managing Director & Harvard University Professor of Economics Gita Gopinath says that rising oil prices triggered by the war in Iran are adding new pressures to already fragile US economy. She speaks with Bloomberg's Tom Keene and Alexis Christophorous. See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. Bloomberg Talks curates top interviews from around Bloomberg News. Hear conversations with the biggest names in finance, politics and entertainment. On Bloomberg Talks, we round up interviews with Fortune 500 CEOs, government officials, w…

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  • "Everything has changed" - Gita Gopinath on the global economy in 2026

    February 04, 2026 · 📺 World Economic Forum

    "Don't be fooled. Everything has changed for the global economy." Tariffs, geopolitics and AI are all impacting our economies in ways we might not yet be feeling, says Harvard economist Gita Gopinath. Speaking at the World Economic Forum's Annual Meeting 2026 in Davos, the former IMF chief economist tells Radio Davos why "the world is in a very different place". Related Davos 2026 sessions: Can India Become the Third Largest Economy in the World?: https://www.weforum.org/meetings/worl... Are Markets Mispricing the Future?: https://www.weforum.org/meetings/worl... Global Economic Outlook:…

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  • WATCH: IMF's Gita Gopinath Highlights Shortcomings In Indian Economy | World Economic Forum | Davos

    January 22, 2026 · 📺 HW News English

    WATCH: IMF's Gita Gopinath Highlights Shortcomings In Indian Economy | World Economic Forum | Davos #GitaGitanjali #IMF #IndianEconomy #Reforms #AshwiniVaishnav #WorldEconomicForum #DavosSummit2026 To get the latest news updates at your fingertips, download the HW News Shorts app: https://onelink.to/85hk86 Join Our WhatsApp Group: https://linktr.ee/sujitnair Support independent journalism by subscribing to HW News English Premium Newsletter: https://hwnews.in/subscribe-us/ To Join Youtube Membership -    / @hwnewsenglish   SUBSCRIBE to HW News English Here ► http://bit.ly/Subscribe-HWNe…

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  • Pollution Or Archaic Laws? Gita Gopinath & Ashwini Vaishnaw On Hindrances To India's Growth Story

    January 22, 2026 · 📺 NDTV Profit

    Pollution Or Archaic Laws? Gita Gopinath & Ashwini Vaishnaw On Hindrances To India's Growth Story #gitagopinath #ashwinivaishnav #worldeconomicforum #latestnews #davos #davos2026 #ndtvprofit For more videos subscribe to our channel:    / @ndtvprofitindia   Visit NDTV Profit for more news: https://www.ndtvprofit.com/ Don't enter the stock market unaware. Read all Research Reports here: https://www.ndtvprofit.com/research-r... Follow NDTV Profit here Twitter:   / ndtvprofitindia   ,   / ndtvprofit   LinkedIn:   / ndtvprofit   Instagram:   / ndtvprofit   Facebook:   / ndtvprofit  

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  • #BTDavos2026 LIVE: Exclusive | Gita Gopinath Breaks Down Global Economy And India’s Path Ahead

    January 21, 2026 · 📺 Business Today

    At BT Davos 2026, Gita Gopinath, Gregory and Ania Coffey Professor of Economics, Harvard University, joins Rajdeep Sardesai, Consulting Editor, India Today TV, in an exclusive conversation on the global economic outlook. As the key guest, Gopinath shares insights on slowing global growth, inflation risks, monetary policy challenges, and the impact of geopolitical tensions on trade and capital flows. She discusses implications for emerging markets like India, the resilience of the global financial system, and what policymakers must prioritise to navigate uncertainty, sustain growth, and manage…

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  • India will surely replace Japan as 3rd largest economy: Gita Gopinath at World Economic Forum 2026

    January 21, 2026 · 📺 ANI News

    India will surely replace Japan as 3rd largest economy: Gita Gopinath at World Economic Forum 2026 #gitagopinath #davos #worldeconomicforum #ashwinivasihnav #wef #indianeconomy #japaneseeconomy #percapitaincome Join ANI's YouTube membership to get access to perks:    / @aninewsindia   Subscribe now and press the bell icon 🔔 to get new video updates: https://bit.ly/2UV4ygi -------------------------------------- ANI is South Asia's leading Multimedia News Agency providing content for every information platform, including TV, Internet, broadband, newspapers, and mobiles. Subscribe now! Enjo…

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  • Gita Gopinath on the Global Economy

    January 21, 2026 · 📺 Bloomberg Live

    Gita Gopinath, Gregory & Ania Coffey Professor of Economics, discusses the health of the global economy and expectations for the year ahead with Bloomberg’s Francine Lacqua at Bloomberg House in Davos on the sidelines of the 2026 World Economic Forum. -------- Subscribe to Bloomberg Live on YouTube:    / @bloomberg_live  

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  • Grit and Luck: Gita Gopinath Reflects on her Career and Roles at the Fund

    January 01, 2026 · 📺 IMF

    A lot has happened in the global economy since 2019, and few people know that better than Gita Gopinath. As the IMF Chief Economist and subsequently the institution's First Deputy Managing Director, she navigated unprecedented global crises, including the pandemic and the ensuing great lockdown, wars in Ukraine and the Middle East, inflation, and geopolitical fragmentation. Her career as a Professor at Harvard University was put on hold to take on those IMF roles, but now she's back. How will the 2025 version of Professor Gopinath compare to the 2018 version? In this podcast, Gita Gopinath ref…

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Verified interview transcripts

Notable quotes

“I do worry that markets are not pricing in sufficiently this risk of a prolonged war in West Asia. If this continues for another month, we're looking at oil prices that could go up to like 120 and $140 a barrel and could stay there for much longer. In that scenario, we could have global growth, which is now projected at 3.1%, going down to say 2.5% and even closer to 2%. I think that risk very much exists even if it'”

“I think RBI has handled this very well. They have let the rupee adjust, which it should do because we have a change in the international environment. What's happening in the Strait of Hormuz has consequences, therefore you should expect the currency to depreciate so that you get the adjustment that you need for the economy. They have been doing some amount of intervention to address disorderly market conditions, and ”

“If a central bank comes out and says that we are different from our mandate of price stability and full employment, regardless of what's happening there, we are going to go out and buy long term debt. Then that's what's going to happen, is you're going to see inflation expectations drift up, and then the nominal rates are going to go up and real rates will also go up because of the risk associated with inflation prem”

“So a few things changed. One, the AI boom was unexpected. That was not something that was being priced in markets pre-pandemic for sure, that that big increase in demand for capital coming from the private sector is one, a big change. The other big change is the fact that fiscal deficits are now projected to stay at levels that nobody was expecting the US to run. So some 7% fiscal deficits for the foreseeable future.”

“I think we are in a world where we are suddenly being exposed to a lot more shocks that are what look like supply side shocks. So it's not that demand is too weak or too strong, but supplies too weak or too strong. And we saw that, you know, the pandemic was a big supply shock, when Russia invaded Ukraine and you saw oil prices and gas prices shoot up, that was a big supply shock we're seeing in Iran a Hormuz. That's”

“So the thing with the U.S. is, it's not just where the U.S. is right now in terms of the debt levels, which is if you take the general government, that's 120% of GDP, but is expected by 2031 to hit 140% of GDP. And if you keep looking ahead, the U.S. economy is going to be running deficits and you're looking at debt continuously growing. So while there is no crisis at this current moment in the sense of if you look a”

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