Goldman Sachs – Global Equity Strategy 2025 Outlook, The Year of the

Goldman Sachs' 2025 Global Equity Strategy Report outlines key market trends and projections for the coming year. The report predicts a "soft landing" for the U.S. economy, with resilient growth and near-target inflation levels. Key themes include the effects of interest rate cuts, geopolitical uncertainties, and regulatory changes following major political events. Private markets are expected to recover, supported by increased deal volume in credit and secondary markets. Sectors influenced by fiscal and deregulation policies may experience volatility. Overall, Goldman Sachs remains optimistic about equity market performance driven by consumer strength and stabilized labor markets.