Market Pulse: 10 for 2026

2026

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AI-generated summary

1) This report outlines Goldman Sachs' top 10 market themes for 2026, providing insights into global growth, inflation, central bank policies, and asset class performance.
2) * Global growth is expected to be driven by fading tariff headwinds and rising real incomes, with specific forecasts for the US, Euro area, and China.
* Inflation is anticipated to remain central to policy decisions, with US Core PCE projected to fall by year-end 2026.
* The report details expected performance and outlooks for equities, rates, currencies, and commodities, including specific asset class forecasts.
3) Market Pulse, 2026 Outlook, Global Growth, Inflation, Asset Allocation

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