2026-01-23
21 分钟The global economy looks poised for another year of solid, sturdy growth.
But the U.S.
jobs market looks increasingly fragile, and concerns over geopolitical tensions,
policy uncertainty, and elevated valuations remain.
So how is Goldman Sachs navigating this environment?
And what advice is the firm giving to the world's biggest companies and investors?
I'm Alison Nathan, and this is Goldman Sachs Exchanges.
Today, I'm again sitting down with David Solomon, the chairman and CEO of Goldman Sachs.
David, welcome back to the program for what has become an annual tradition.
Well, I'm happy to be back.
It is an annual tradition, and it just means another year went by.
Absolutely.
And so they go much too quickly.
Absolutely.
So David, 2025 played out in ways we never could have expected.
So many twists and turns, but it ended up being a strong year for growth and markets.
And the macro set up for 2026 looks to be fairly supportive as well,
especially in the US, although we are already getting some twists as you well know.
So from your vantage point, how would you characterize the current global economic moment?
I think the macro setup is pretty good for risk assets and for markets.