Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets

The global economic outlook for 2026 is positive, driven by fiscal stimulus, monetary easing, and a constructive regulatory environment. Goldman Sachs CEO David Solomon notes that geopolitical tensions and policy inconsistencies create uncertainty, potentially causing market drawdowns. While the U.S. maintains a growth advantage over Europe and China due to its tech sector and capital markets, CEOs express concerns about policy noise and seek stability to encourage investment. Strategic activity, particularly M&A, is expected to increase, with IPOs also improving. Artificial intelligence continues to drive markets and productivity, though the pace of enterprise deployment may face recalibrations. Despite potential job disruptions from AI, Solomon dismisses fears of a "job apocalypse," emphasizing the economy's ability to create new opportunities.