Goldman Expects US Growth to Run Above Trend in 2026

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Goldman Sachs expects the US economy to experience above-trend growth in 2026, driven by fiscal stimulus and AI-related capital expenditures, according to their multi-asset solutions co-CIO, Alexandra Wilson-Elizondo.

Market Impact

Market impact analysis based on bullish sentiment with 67% confidence.

Sentiment
Bullish
AI Confidence
67%

Article Context

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Alexandra Wilson-Elizondo, multi-asset solutions co-CIO at Goldman Sachs Asset Management, talks about what move to expect from the Federal Reserve tomorrow. "We're expecting a hawkish cut," Wilson-Elizondo tells Bloomberg Television. She also talks about the outlook for US economy for the coming year, saying Goldman Sachs still expects to see "above-trend growth" mainly driven by fiscal stimulus and capex spend from the AI trade. (Source: Bloomberg)

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Original article published by Bloomberg on December 9, 2025.
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