Goldman Sachs has issued a latest warning that a series of factors are significantly increasing the risk of the US economy ‘reaccelerating,’ presenting a markedly different outlook and set of challenges for the monetary policy path in 2026.
On September 28, Goldman Sachs analysts Cosimo Codacci-Pisanelli and Rikin Shah stated in their latest report that the risk of the US economy reaccelerating is rising. This expectation is based on multiple favorable factors, including resilience in the labor market, anticipated fiscal stimulus, and an accommodative financial environment.
The bank’s analysts believe that the US economy is showing strong performance across several indicators. The initial jobless claims data released this week was encouraging, and Goldman Sachs Global Investment Research (GIR) forecasts that the US GDP growth rate for the third quarter will reach a healthy 2.6%…
