M E R I C A 01

Fan福利！！！Red packet🧧🧧

#高盛2026年宏观展望

🔍Goldman Sachs sees optimistic prospects for the U.S. economy in 2026🎉

The latest views from Goldman Sachs economists indicate that the U.S. economy in 2026 looks promising, with growth driven by tax cuts, rising real wages, and increased wealth, while inflation is expected to cool down simultaneously. Is this true?🤔🤔🤔 It's crucial—if it's true, we still have hope!

1️⃣ Clear growth drivers; the Fed may cut rates
Given increased uncertainty about the labor market outlook, Goldman Sachs forecasts two more rate cuts by the Fed in June and September, each by 25 basis points.

2️⃣ GDP growth: 2.6% annualized growth in the fourth quarter of 2026, with a full-year growth of 2.8%.

3️⃣ Inflation indicators: By December, the year-over-year increase in the core Personal Consumption Expenditures (PCE) price index will drop to 2.2%, and the core Consumer Price Index (CPI) year-over-year rise will slow to 2%.

4️⃣ Unemployment rate: The baseline forecast is stable at 4.5%.

But this is just one institution's perspective💡, hoping more institutions will come forward to boost confidence💪