Heard at Goldman Sachs

Insights and thought leadership from Goldman Sachs experts on research in macro economy and thematic topics that are changing the world around us, helping you make informed decisions about your finances.

What Is the Forecast for US Data Center Power Demand?

Driven by an accelerating buildout of AI infrastructure, data center power demand is expected to more than double by 2027, according to Goldman Sachs Research.

Will the Corporate Investment in AI Pay Off?

The big question, according to Goldman Sachs Research, is how companies can create economic value from their spending on AI

April 2026 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

April 2026 Market Recap

Get the latest insights from the Goldman Sachs Wealth Management Investment Strategy Group on the global market today.

US Consumer Outlook amid Rising Inflation

Rising prices driven by disruptions to the flow of oil from the Middle East are filtering through to US consumers’ wallets, according to Goldman Sachs Research.

April 2026 CPI Update

Core CPI came in above expectations.

Robotaxis to See Rapid Growth for the Road Ahead

The global robotaxi market is projected to reach approximately $415 billion in 2035, with the US portion alone estimated at $48 billion, per Goldman Sachs Research.

Which Jobs Might Benefit from AI?

Occupations and companies with more AI augmentation potential have seen increased productivity and more job postings, according to Goldman Sachs Research. 4

March 2026 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

March 2026 CPI Update

Headline CPI accelerates on higher energy prices but core CPI below expectations

March 2026 Market Recap

Get the latest insights from the Goldman Sachs Wealth Management Investment Strategy Group on the global market today.

How Will AI Affect the US Labor Market?

The big story in 2026 in labor will be AI.

February 2026 CPI Update

While core CPI increased 0.22% month over month in February, the year-over-year rate edged down to 2.46%.

February 2026 Market Recap

Get the latest insights from the Goldman Sachs Wealth Management Investment Strategy Group on the global market today.

Why Has the US Construction Industry’s Productivity Stagnated?

Goldman Sachs Research looks at how technological changes, regulation, and measurement issues have all likely played a role.

Why Is the College Graduate Unemployment Rate Higher Than Usual?

The unemployment rate for college graduates has risen 0.7 percentage points since January 2023 to 2.8% in December 2025, well above the 2019 average of 2.1%.

January 2026 CPI Update

January 2026 core CPI rose 0.30% month over month.

January 2026 Market Recap

Get the latest insights from the Goldman Sachs Wealth Management Investment Strategy Group on the global market today.

The Growing Challenge of Housing Affordability

Housing, particularly owner-occupied housing, continues to present a major affordability challenge, especially for low-income families.

Outlook 2026: US Resilience Resilient

US resilience remains intact in the face of considerable internal and external challenges.

3 Ways to Make the Most of Current Interest Rates

Here are some potential options to help savers put their money to work.

Top Questions for the Economy in 2026

What might 2026 hold in store for us? Goldman Sachs Research presents key questions for the year with exclusive insights.

January 2026 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

What to Expect From AI in 2026

The largest hyperscale cloud computing companies are expected to pour more than half a trillion dollars into capital expenditures in 2026.

Lower Mortgage Interest Rates: Is It a Good Time to Buy a Home?

Mortgage interest rates have ticked down after consistent rate cuts from the Federal Reserve.

December 2025 CPI Update

December 2025 core CPI rose 0.24% month-over-month, below expectations, and the year-over-year rate edged up to 2.64%.

The S&P 500 Is Expected to Rally 12% This Year

Healthy economic growth and Fed easing are expected to help propel the US stock market in 2026.

Why Is the Cost of Living Going Up? 5 Tips for Consumers

Sticky inflation and weak job growth are straining consumer wallets.

November 2025 CPI Update

Core CPI increased .08% on average between October and November, well below expectations.

November 2025 Market Recap

Get the latest insights from the Goldman Sachs Wealth Management Investment Strategy Group on the global market today.

How Are Small Businesses Navigating a Challenging Year?

Employment growth for small firms has slowed more sharply recently than for large firms according to Goldman Sachs Research.

November 2025 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

The Gig Economy in 2025

Goldman Sachs Research finds that hours worked on gig platforms have increased more this year in cities where payroll growth has slowed.

Black Friday 2025: How Did Consumers Spend?

Online Black Friday spending increased +9.1% year over year, hitting $11.8 billion in 2025.

October 2025 Market Recap

Get the latest insights from the Goldman Sachs Wealth Management Investment Strategy Group on the global market today.

Are Global Stocks in a Bubble?

The global equities market has some characteristics of an early-stage bubble, but Goldman Sachs Research sees key differences with past bubbles.

September 2025 CPI Update

September core CPI came in softer than expected.

Cost of Rent and Mortgage Payments on the Climb amid Low Housing Supply

A prolonged slowdown in US housing supply has made it increasingly difficult to afford a home, according to Goldman Sachs Research.

September 2025 Market Recap

Get the latest insights from the Goldman Sachs Wealth Management Investment Strategy Group on the global market today.

September 2025 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

Why Some Investors Hedge with Commodities

Goldman Sachs Research takes a closer look at the role of commodities in hedging portfolio risk

Finding a Job May Take a Little Longer for New Graduates

A low-turnover labor market might especially impact younger workers entering the workforce, according to Goldman Sachs Research.

August 2025 Market Recap

Get the latest insights from the Goldman Sachs Wealth Management Investment Strategy Group on the global market today.

How Will AI Affect the Global Workforce?

AI adoption is expected to have only a modest and relatively temporary impact on employment levels, according to Goldman Sachs Research

August 2025 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

Future for Solar Energy Remains Bright

The solar boom is the fastest in the history of electricity – what it could mean for homeowners

July 2025 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

July 2025 Market Recap

Get the latest insights from the Goldman Sachs Wealth Management Investment Strategy Group on the global market today.

Consumers Are Sticking with the Essentials

High cumulative inflation and low consumer confidence are contributing to the outperformance of essential products, according to Goldman Sachs Research.

Ramping Up on Self-Driving Rideshare

Goldman Sachs Research’s forecast for robotaxis’ rideshare market estimates a compound annual growth rate of about 90% from 2025 to 2030.

Homeowners Stay on the Sidelines as Home Equity Nears Record Levels

As of Q1 2025, US mortgage borrowers have $11.5 trillion of “tappable” home equity in their properties.

What’s Next for AI Progress?

AI builds AI: Their systems are becoming central to the development, refinement, and advancement of their successors.

Summer Concerts Demand Surges

Consumers still want live entertainment despite economic uncertainty, as ticket prices are trending lower this year.

June 2025 Market Recap

Get the latest insights from the Goldman Sachs Wealth Management Investment Strategy Group on the global market today.

June 2025 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

5 Money Moves to Consider While Fed Rates Are High

As the Fed continues its “wait and see” approach on interest rate changes, here are a few smart money moves to help you secure your financial future.

Which States Are High-Income Earners Moving to?

Flexible work arrangements and financial incentives are accelerating interstate migration.

How an Aging Population Can Be Positive for the Economy

Longevity and a healthier aging population can extend working life, reducing dependency on younger workers, according to Goldman Sachs Research.

May 2025 Market Recap

Get the latest insights from the Goldman Sachs Wealth Management Investment Strategy Group on the global market today.

What GDP Means for Your Money

GDP measures the health of an economy, but what does the recent quarter’s negative growth mean?

May 2025 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

Americans Are Eating at Home More

Consumers are shifting spending habits as restaurant and grocery prices rise this year.

Will the Dollar Weaken This Year?

US policy shifts have raised uncertainty, leading investors to diversify toward Europe and the UK, according to Goldman Sachs Research.

Your Next Car May Cost More

Car manufacturers may raise prices and reduce production to mitigate increasing costs amid policy uncertainty, according to Goldman Sachs Research.

April 2025 Market Recap

Get the latest insights from the Goldman Sachs Wealth Management Investment Strategy Group on the global market today.

Airlines Brace for Turbulence Ahead

As international demand slows down, US airlines may change course toward domestic.

Earnings Takeaways: Q1 2025

Here are the latest insights from Goldman Sachs Research on key issues facing company management.

April 2025 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

Are We in a Tech Bubble? Lessons From the Past

Goldman Sachs Research notes there is one key difference between tech companies today and those in the 2000 tech bubble – their valuations.

How Tariffs Could Impact the Economy

Policy uncertainty is driving headwinds against economic growth.

Home Price Growth May Slow This Year

The US economic outlook may weigh on homebuyer sentiment, but anticipated mortgage rate drops could boost housing affordability and demand.

What We Can Learn From Past Bear Markets

Not all bear markets are the same – Goldman Sachs Research identifies three types and how each can give clues on the duration and recovery.

March 2025 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

February 2025 Market Recap

Get the latest insights from the Goldman Sachs Wealth Management Investment Strategy Group on the global market today.

Satellite Internet Is About to Lift Off

Goldman Sachs Research believes satellite internet technology could be the next 6G communications.

February 2025 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

Here Come the AI Assistants

AI may soon have more capability to help manage your everyday life.

Shifting Consumer Trends for an Aging Population

The number of people over age 65 is expected to double from 800 million to 1.6 billion by 2050, and their spending habits are expected to change.

Earnings Takeaways: Q4 2024

Here are the latest insights from Goldman Sachs Research on key issues facing company managements.

Impact of the California Wildfires on the US Economy

The cumulative economic impact will likely be less than expected as rebuilding efforts may eventually boost the GDP.

Rising Energy Needs to Power AI

Goldman Sachs Research expects global power demand from AI data centers will increase 165% by the end of the decade.

January 2025 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

2025 Outlook: Keep on Truckin’

The Investment Strategy Group’s long-held investment themes – “US Preeminence” and “Stay Invested” – remain intact.

Housing Market Still Strong Despite High Rates

Path for mortgage rates leaves homebuilders well positioned in 2025.

December 2024 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

5 Consumer Trends From the Holiday Season

Shoppers seek value over the holiday shopping season, as social media influencers are rising in prominence.

Scaling Generative AI

Hyperscalers continue leading investments in generative AI as questions about use cases and return on investment remain top of mind.

The Big Business of Sports

Investors see sports as a potential trillion-dollar market amid loosening ownership rules, rising media rights deals, and booming sports-adjacent businesses.

November 2024 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

Slow Shopping the Holiday Season

Why taking more time to buy could help you save.

Earnings Takeaways: Q3 2024

Here are the latest insights from Goldman Sachs Research on key issues facing company managements.

It Could Cost $75 Trillion to Reach Net Zero Emissions

Goldman Sachs Research believes power generation is the most vital component for any net zero scenario.

Lower Interest Rates May Boost Home Renovation Spending

The rapid accumulation of home equity over the last five years could present a tailwind for continued spending growth.

October 2024 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

How the Fed Impacts the US Dollar

A return to “US exceptionalism” may keep the dollar strong.

Discovering Gen AI's Potential

Goldman Sachs Research’s Eric Sheridan believes the promise of AI’s potential is not overblown.

Will Your Next Rideshare Be a Robotaxi?

Fully automated cars are taking longer to ramp up, but AI advances could accelerate adoption rates.

September 2024 Market Recap

Get the latest insights from Goldman Sachs Research on the US market and economy in September 2024.

September 2024 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

Gen AI Could Start Transforming Businesses In 2025

Silicon Valley investors are bullish on generative AI as its features could become table stakes for enterprises.

US House Prices May Rise as Fed Cuts Rates

Goldman Sachs Research analyst on why homes might become more affordable even as prices are expected to climb.

August 2024 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

Ancestry’s CEO on Lessons About Leadership and Success

How Deborah Liu found her path to success by changing her mindset.

The Rise of Social Shopping

How social media is changing the way consumers shop.

Earnings Takeaways: Q2 2024

Here are the latest insights from Goldman Sachs Research on key issues facing company managements.

Restaurants Boost Traffic With Value Meals

Fast food chains compete on value in hopes to win back diners who turned away due to inflation, but is it working?

How Child Care Can Help Small Businesses Grow

Improving access to affordable and quality child care could add billions to the economy.

July 2024 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer in July 2024.

What Investors Could Expect From the Current Super Cycle

As we enter the Post-Modern Super Cycle, Goldman Sachs Research’s Peter Oppenheimer sees opportunities in AI and the decarbonization of the economy.

How Generative AI Is Changing Online Consumers

Goldman Sachs Research discussed three potential areas that could change the online consumer experience over the next 12 to 18 months.

June 2024 Market Recap

Get the latest insights from Goldman Sachs Wealth Management Investment Strategy Group on the global market in June 2024.

AI’s Potential to Drive Labor Productivity

Goldman Sachs Research found the early signals of AI adoption have been “very positive” for productivity growth.

June 2024 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer in June 2024.

Stormy Gas Prices Ahead

Record high forecast for storms and hurricanes may cause gas prices to spike in the months leading to the US elections.

May 2024 Market Recap

Get the latest insights from Goldman Sachs Wealth Management Investment Strategy Group on the global market this May, 2024.

Americans Want Bigger Homes

The pandemic drove many from big cities, but Goldman Sachs Research noted this shift continued through mid-2023. Here’s why.

Traveling on a Stronger US Dollar

As the Federal Reserve keeps rates higher for longer, Goldman Sachs Research believes the US dollar could also be stronger for longer.

May 2024 Consumer Dashboard

Get the latest insights from Goldman Sachs Research on the financial health of the US consumer in May 2024.

More Cars but Oil Demand May Plateau

Goldman Sachs Research looks at two factors that could flatten oil demand. Also, some tips to help you save on fuel.

Disrupting Health Care Models for Better Outcomes

Disruptors shared with Goldman Sachs Research how they challenge the status quo to provide better health outcomes at a lower cost for patients and employers.

Earnings Takeaways: Q1 2024

Here are the latest insights from Goldman Sachs Research on key issues facing company managements.

How Much Energy Does AI Need?

Goldman Sachs Research estimates data center power demand is set to surge on AI use, and utilities will likely need to invest in new generation capacity.

April 2024 Market Recap

Get the latest insights from Goldman Sachs Wealth Management Investment Strategy Group on the markets in April 2024.

What Investors Can Learn From Past Super Cycles

A look back at the five major super cycles between the end of World War II and 2020 with Goldman Sachs Research’s Peter Oppenheimer.

April 2024 Consumer Dashboard

Get the latest insights from Goldman Sachs Research on the financial health of the US consumer in April 2024.

How the US Labor Market Is Changing in the AI Era

AI is expected to be a jobs disruptor, but Goldman Sachs Research believes it may also create new types of jobs. Here are three trends shaping the labor market.

Where Are We in the AI Cycle?

Goldman Sachs experts discuss the AI cycle, the sentiment, the leap of faith by investors, and where we go from here.

The Future of Retail Is Still In-Store

Goldman Sachs Global Banking & Markets analysts discussed how retail is evolving post-pandemic and the challenges facing retailers.

Spending for the Love of Pets

US pet owners have shown they’re willing to spend on their companions but is there a limit? Some insights from Goldman Sachs Research analysts and tips to save.

March 2024 Market Recap

Get the latest insights from Goldman Sachs Wealth Management Investment Strategy Group on the US market in March 2024.

How Inflation Affects Different Households

Each household experiences inflation differently depending on their income. Goldman Sachs Research tracks this data to better evaluate the health of the American consumer.

March 2024 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer in March 2024.

Can Unused Office Space Become Residential Real Estate?

Goldman Sachs Research explores the feasibility to turn vacant offices into multifamily residences to alleviate housing supply issues.

How Electric and Autonomous Cars Are Shaping the Future

Experts from around Goldman Sachs share insights into the future of cars, and why electric and autonomous vehicles are fast transforming the auto industry.

February 2024 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

February 2024 Market Recap

Get the latest insights from Goldman Sachs Wealth Management Investment Strategy Group on the US market today.

Why Long-Term Super Cycles Matter to Investors

What are super cycles and why is it important for investors? Goldman Sachs Research’s Peter Oppenheimer explains.

Earnings Takeaways: Q4 2023

Here are the latest insights from Goldman Sachs Research on the key issues facing company managements.

Women and AI: Potential for Progress

Goldman Sachs Research discussed AI’s impact on women, and where there is potential for progress.

The Cost of Groceries

Goldman Sachs Research shares trends on food price inflation and its impact on your grocery bill.

Is the US Heading Towards a Soft Landing?

Here are insights from Goldman Sachs Investment Strategy Group’s 2024 US outlook.

January 2024 Market Recap

Get the latest insights from Goldman Sachs Wealth Management Investment Strategy Group on the US market today.

The Changing Ways We Watch Sports

NBA Commissioner Adam Silver discussed the transforming ways viewers watch the world’s top basketball league.

US Home Prices May Rise as Mortgage Rates Fall

Insights from Goldman Sachs Research on home prices and mortgage rates in 2024.

January 2024 Consumer Dashboard

Here are the latest insights from Goldman Sachs Research on the financial health of the US consumer.

Generative AI: The Emergence of Hybrid AI

Goldman Sachs Chief Information Officer Marco Argenti shares insight about emerging generative AI models, entering a new era of hybrid AI ecosystem.

2024 Outlook: America Powers On

US preeminence and staying invested

The Economy Cares About Your Feelings

No, really – how you feel could affect how you spend

What a Strong US Dollar Means for Travel

More Americans are planning for international trips with passport applications at an unprecedented high

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