Goldman Sachs CEO David Solomon Optimistic on U.S. Economy Despite Headwinds

In a notable shift from recent cautious signals, Goldman Sachs CEO David Solomon expressed a surprisingly upbeat outlook on the U.S. economy during an interview this week. Despite ongoing challenges such as a slowing labor market and the financial pressures stemming from new tariffs, Solomon remains confident that the economy is “still in pretty good shape” and is positioned for growth into 2026.

Solomon’s optimism is largely driven by the rapid expansion of artificial intelligence infrastructure, which he believes will serve as a catalyst for economic acceleration. “All of the AI infrastructure build is a significant driver,” he noted, emphasizing the transformative potential of technology investments across industries.

While acknowledging a likely “drawdown” in equity markets, Solomon pointed to a “changed regulatory environment” as a positive sign for future corporate dealmaking. He anticipates that regulatory reforms could foster a more conducive environment for mergers and acquisitions, potentially invigorating the M&A landscape after a period of subdued activity.

This outlook contrasts with Solomon’s previous remarks in September, when he warned of a softening U.S. economy. The shift underscores a more optimistic assessment of the resilience and adaptability of the U.S. economic engine amid current global uncertainties.

Investors and market watchers will be keen to see if this renewed confidence translates into sustained growth and market stability in the months ahead, especially as new technological and regulatory developments unfold.