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Goldman Sachs Forecasts Strong 2026 U.S. Economic Growth

1/12/2026

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Summary

Story summary

Goldman Sachs economists project a strong U.S. economy in 2026, aided by tax cuts and real wage gains.
David Mericle, Chief Economist at Goldman Sachs, notes GDP growth shifting toward productivity, aided by artificial intelligence, due to lower immigration.
GDP growth is projected at 2.5% for Q4/Q4, with consumer spending and business investment rising, supported by tax benefits and favorable financial conditions, and tariff increases may be limited.

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Story summary

Goldman Sachs economists project a strong U.S. economy in 2026, aided by tax cuts and real wage gains.
David Mericle, Chief Economist at Goldman Sachs, notes GDP growth shifting toward productivity, aided by artificial intelligence, due to lower immigration.
GDP growth is projected at 2.5% for Q4/Q4, with consumer spending and business investment rising, supported by tax benefits and favorable financial conditions, and tariff increases may be limited.