Goldman Sachs: U.S. Stock Market Rally May Start Early This Year
Goldman Sachs believes that the market may be overpricing stagflation and the risks of rising U.S. Treasury yields. As the impact of tariffs diminishes, energy prices potentially retreat, and AI technology drives down costs, inflationary pressures in the U.S. are expected to ease. Although economic growth may slow, core corporate earnings remain resilient. In this "Goldilocks" scenario, enthusiasm for AI investments may reignite, and the year-end rally in U.S. stocks may not have to wait until after the U.S. midterm elections to begin. Goldman Sachs partner Mark Wilson noted that recent market trends have shown related signs, with AI-related assets once again attracting capital after months of consolidation. Goldman Sachs economist Jan Hatzius believes that the upside risks to U.S. economic growth are diminishing. As the effects of fiscal stimulus fade and gasoline prices and mortgage rates rise, economic growth may further slow, limiting the ability of central banks to continue raising interest rates. Ben Snider, head of Goldman Sachs' U.S. strategy team, stated that while some sectors may experience temporary "excess profits," core corporate earnings are likely to maintain strong growth at least until the end of 2027. Based on this, Goldman Sachs believes that if inflation continues to decline, economic growth slows moderately, and corporate earnings remain resilient, the market may gradually shift from stagflation trading to a "Goldilocks" scenario.
-- Price
This content is provided for general informational purposes only and doesn't constitute financial, investment, legal, or tax advice. Any events, rewards, online promotions, or related information mentioned herein should not be considered a recommendation, solicitation, or invitation to purchase, sell, trade, or otherwise deal in any crypto assets. Crypto assets are highly volatile and may result in loss. The availability of WEEX services, products, and related events may vary by region. You are responsible for ensuring that your participation is in accordance with applicable local laws and regulations.
You may also like

Ethereum is not instant, but collateral could make it feel that way

Three Reasons Why China is Indifferent to AI Apocalypse Theories – NYT

Jason Calacanis calls meme coins a ‘giant scam’

Cryptocurrency Exchanges Lost Hundreds of Millions of Dollars in 2026. Which Ones to Choose for Peace of Mind?

AI Bubble Burst: 'When It Happens, It Happens' – WSJ

Federal Reserve's High Interest Rate Expectations Rise, September Non-Farm Payrolls Expected to Increase by About 90,000 to 100,000

Global Cryptocurrency ATM Count Drops to 27,358

Crypto: The SEC Clarifies the Status of Tokens, Staking, and Buybacks

Tether: The United States Seizes $84 Million from a Banking Intermediary

Hester Peirce, SEC Commissioner, Resigns from Position

South Korea weighs liquidity rules for won stablecoins

EBA Calls for Rules on Crypto Lending and Borrowing

Bitcoin: How Afghan Women Regained Control of Their Salaries

FTX and AI Apocalypse: The End of Calm Times for Anthropic

Epstein Confirms Government Discussion on Cryptocurrency Taxation in 2013

Challenges in Implementing AI Kill Switch, Possibility of Operation Even When Power is Off

CFTC's Seliger Urges Preparation for Asset Tokenization Expansion

Kalshi Loses Appeal as Sixth Circuit Court Upholds Ohio and Tennessee Gambling Laws
![[Digital Bill of Rights③] Money Written by AI, "Make it Usable in Real Life"](/public-static/056_040ee6f5a3.png?format=avif)
[Digital Bill of Rights③] Money Written by AI, "Make it Usable in Real Life"

Epstein Questions Stablecoin Structure and Exchange Revenue Models

OKX Star Points Out THORChain TSS + Validator Model Lacks Decentralization

Socure Integrates RiskOS Into Circle's Arc Onramp

US Charges Vietnamese National Trung Nguyen Van in $53.3M Crypto Scam

KelpDAO Sues LayerZero Over 292 Million Dollar rsETH Bridge Exploit

Anthropic Loses Lawsuit Against U.S. Department of Defense

The NFT party is over and everybody now owes storage rent

Costa Rica warns about crypto assets in political financing and strengthens its controls

Bitcoin at $84,000 Despite US-Iran Stalemate

Sam Price Emphasizes Trading Strategies Over Market Sentiment









