Goldman Expects US Growth to Run Above Trend in 2026

Bloomberg Published Updated Economy
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Affected assets and topics

GROWTH FEDERAL RESERVE STIMULUS

Why it matters

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.

Article tone

Neutral How the article is written, as reported by the source.

Expected market reaction

Bullish Confidence 67% How confidence is read Impact: Moderate

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

Evidence trail

Evidence
Source Bloomberg
Claim Goldman Expects US Growth to Run Above Trend in 2026
AI inference Bullish · 67%
Generated 2025-12-09 10:04

AI provenance

Analysed by Llama 3.1 8B Instant (Groq) Methodology v1.0 Generated
Technical identifiers
Provider tag
groq-llama-3.1-8b-instant
Analysis version
groq-llama-3.1-8b-instant
Article id
20013

Original source

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)

Read the full article on Bloomberg

Original article published by Bloomberg on December 9, 2025. Analysis and insights provided by AnalystMarkets AI.

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