Goldman Sachs(US:GS) Ge Long Hui A P P·2025-10-03 09:21Core Viewpoint - Goldman Sachs CEO Solomon anticipates that the U.S. economy will accelerate into 2026, driven by ongoing stimulus and technology spending, despite a soft labor market and geopolitical tensions [1] Economic Outlook - Solomon indicates that government spending and investments in "all artificial intelligence infrastructure" suggest that the economy is "still in quite good shape" overall, despite the impacts of tariffs and a weak U.S. job market [1] M&A Activity - Solomon expects an increase in merger and acquisition (M&A) activity, attributing this to a changing regulatory environment that is fueling CEOs' ambitions in this area [1] Market Predictions - Solomon predicts a "pullback" in the stock market over the next 12 to 24 months, which is not surprising given the long-term accumulation of inventory [1]