Goldman Sachs Optimistic on US Stocks Despite Valuation Risks
TL;DR Summary
Goldman Sachs Research predicts the S&P 500 will rally 12% in 2026, driven by moderate economic growth, continued AI investment, and strategic sector rotations, despite concerns about market concentration and valuation levels.
- The S&P 500 Is Expected to Rally 12% This Year Goldman Sachs
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- Goldman Sees US Consumer Powering Wider Equity Rally in 2026 Bloomberg.com
- Goldman Strategists Say High Valuations Put Equities at Risk Yahoo Finance
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