US Economics Analyst Investor Expectations for the Second Trump Administration (MericleWalker)

Goldman Sachs US Economics Analyst Views varied more widely on potential spending cuts from the planned Department of Government Efficiency (DOGE). Exhibit 4 shows that 42% of investors expect insignificant or quite modest spending cuts, 19% expect cuts amounting to $25-100bn, and 32% expect spending cuts of over $100bn or 0.3% of GDP per year. Exhibit 4: Investor Expectations for Spending Cuts from the Department of Government Efficiency Vary More Widely 0 5 10 15 20 25 30 No view Insignificantly Less than ...