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Despite Iran Uncertainty, Goldman Sees Constructive 2026 Environment -- Market Talk

Dow Jones04:13

1613 ET - Despite uncertainty around the economic impacts of the war in Iran, Goldman Sachs CEO David Solomon says the bank still sees "the potential for a more constructive operating environment" in 2026. He highlights monetary easing, fiscal stimulus in developed economies, increased capital investment for artificial-intelligence, and a balanced regulatory regime in the U.S. "Put together, these are very powerful catalysts for people who own, transact, and invest in risk assets," Solomon writes in a letter to shareholders. He adds that Goldman expects strategic transactions to accelerate in 2026, although a drawn-out war could jeopardize sentiments around M&A. (elias.schisgall@wsj.com)

 

(END) Dow Jones Newswires

March 20, 2026 16:13 ET (20:13 GMT)

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