18 December 2025 | 4:15PM GMT Economics Research GLOBAL MARKETS ANALYST Markets Outlook 2026: Some Like It Hot We recently laid out our 2026 Macro Outlook—Sturdy Growth, Stagnant Jobs, Stable Prices. We provide more detail on our Global Markets Outlook here, highlighting 10 core investment themes that drive many of our market views. More detailed outlooks for the individual asset classes are forthcoming in the new year. 1. The cycle extends: Sturdy global growth coupled with non-recessionary Fed cuts should ...

18 December 2025 | 11:07AM EST Economics Research GLOBAL ECONOMICS ANALYST Macro Outlook 2026: Sturdy Growth, Stagnant Jobs, Stable Prices Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Dominic Wilson +1(212)902-5924 | dominic.wilson@gs.com Goldman Sachs & Co. LLC Joseph Briggs +1(212)902-2163 | joseph.briggs@gs.com Goldman Sachs & Co. LLC Vickie Chang +1(212)902-6915 | vickie.chang@gs.com Goldman Sachs & Co. LLC Sarah Dong +1(212)357-9741 | sarah.dong@gs.com Goldman Sachs & Co. LL ...

What's Top of Mind in Macro Research: Key takeaways from our 2026 outlooks See all our year-ahead forecasts in one place. Visit the page. 18 December 2025 | 4:23PM EST Economics Research Transcript Despite concerns about higher US tariffs, global growth held up well this year, and we expect another sturdy year for the global economy in 2026. Specifically, we forecast 2.8% global growth next year (on an annual average basis), with the US, Europe, and China likely to outperform consensus expectations, though ...

Now, as I mentioned, markets staging a comeback today thanks to cooler inflation data. NASDAQ's the big standout, pushed higher by AI, MAG7, and of course, Micron. Is this a sign we're going to see a rotation back into these names or have investors moved on.Joining me now are Keith Learner from Truest Wealth and Warren Pives from 314 Research. Guys, welcome. Warren, how good was this inflation report versus what some of the fears were out there.Disinflation perhaps. Yeah, thanks for having me, John. I I thi ...

Now, as I mentioned, markets staging a comeback today thanks to cooler inflation data. NASDAQ's the big standout, pushed higher by AI, MAG7, and of course, Micron. Is this a sign we're going to see a rotation back into these names or have investors moved on.Joining me now are Keith Learner from Truest Wealth and Warren Pives from 314 Research. Guys, welcome. Warren, how good was this inflation report versus what some of the fears were out there.Disinflation perhaps. Yeah, thanks for having me, John. I I thi ...

After coming under considerable selling pressure over the course of the previous session, stocks showed a strong move back to the upside during trading on Thursday. The tech-heavy Nasdaq led the rebound by the major averages.The Nasdaq jumped 313.04 points or 1.4 percent to 23,006.36 and the S&P 500 advanced 53.33 points or 0.8 percent to 6,774.76, while the narrower Dow fluctuated before closing up 65.88 points or 0.1 percent at 47,951.85.The strength on Wall Street came following the release of a closely ...

With the skepticism surrounding the inflation data, what should you do with your money. Do you go all in on stocks. Do you proceed with some more caution.Let's ask Rebecca Patterson, independent director at Vanguard and the former chief investment strategist at Bridgewwater. Great to see you first of all. >> Good to see you.>> Do do you I hate to put it quite this way. Do you care about the the vagaries of whether this report is reliable or not. Can you can you wait it out.Do you look to the market reaction ...

Greg, it's great to see you as always. >> Always a pleasure, >> man. I I could use all of the words this morning that I've been hearing.Confusing, murky, foggy. Take it with a grain of salt. That's those are some of the things I've heard to describe this morning's CPI report.What can we say about the report. What did it tell us. >> I call it a Swiss cheese report.It's full of holes. Uh we're missing a lot of data across the board. Um the main message in my opinion is the following.one, we have still a gradu ...

us CPI. Photo by BeInCrypto US inflation slowed more than expected in November, delivering a clear downside surprise that could reshape near-term market and Federal Reserve expectations. According to fresh data released on December 18, the headline Consumer Price Index (CPI) rose 2.7% year over year, well below market expectations of 3.1%. Meanwhile, core CPI, which excludes food and energy, increased 2.6% year over year, also missing forecasts of 3.0%. The data marks a notable deceleration in price pres ...

China’s export of excess domestic capacity is adding to the disinflationary impulse in India, and may be helping RBI keep rates lower for longer. Read for free with your email on what could move markets today https://t.co/OBpKBeZM34 ...