US CPI Hasn't Changed Much for Equities, Goldman Says

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Goldman Sachs' chief global equity strategist, Peter Oppenheimer, believes the recent US CPI print has a relatively benign impact on equities, expecting decent returns in 2026 but not as strong as in 2025.

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Peter Oppenheimer, chief global equity strategist at Goldman Sachs, discusses the outlook for equities in 2026 in light of this week's US CPI print. "The central backdrop, I think, is relatively benign for risk assets, for equities broadly," he tells Bloomberg Television. Oppenheimer also discusses why he expects index returns next year to be "pretty decent" but not as strong than those seen in 2025. (Source: Bloomberg)

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Original article published by Bloomberg on December 19, 2025.
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