Goldman Sees Stronger U.S. Growth in 2026 but Flags Concentrated Downside Risks
Goldman Sachs projects U.S. GDP will accelerate in 2026 above consensus, driven by tax cuts, a fading tariff drag and easier financial conditions that should bolster business investment. The bank flags a sharp equity correction, AI-related labor disruptions and consumer-facing tariff pass-throughs as the key downside risks that could trim growth.