Goldman Says Profit, Dividend Growth to Drive Stocks in 2026
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Why it matters
Goldman 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.
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Expected market reaction
Market impact analysis based on bullish sentiment with 76% confidence.
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Evidence
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Technical identifiers
- Provider tag
- openai-gpt-4o-mini
- Analysis version
- openai-gpt-4o-mini
- Article id
- 15703
Original source
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)
Read the full article on Bloomberg
Original article published by Bloomberg on November 27, 2025. Analysis and insights provided by AnalystMarkets AI.