Goldman Says Profit, Dividend Growth to Drive Stocks in 2026
Market Intelligence Analysis
AI-PoweredGoldman Sachs' chief global equity strategist highlights that anticipated Federal Reserve rates around 3%, continued economic growth, and a moderation in the dollar will positively influence stock performance in 2026. While he notes that valuations are high, he expects profit and dividend growth to be key drivers for equities.
Market impact analysis based on bullish sentiment with 76% confidence.
Article Context
Peter Oppenheimer, chief global equity strategist at Goldman Sachs, says the prospect of Federal Reserve rates at about 3% by the middle of next year, ongoing economic growth and "some moderation in the dollar" bodes well for stocks in 2026. "Aggregate upside I think is limited because valuations are reasonably high," Oppenheimer tells Bloomberg Television. "But we're going to get profit and dividend growth and that should really drive equities." (Source: Bloomberg)
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