Executive Summary
Goldman Sachs CEO David Solomon projects 2026 could deliver 'one of the best deal-making years ever,' citing visible client backlog and regulatory shift from 'no' to 'yes' on M&A approvals. The firm generated $60B in revenues (65% increase from 2019) while taking market cap from $70B to $300B, demonstrating execution capability. Solomon identifies a unique confluence: extensive fiscal stimulus, 100 basis points of rate cuts with more expected, deregulatory environment, and massive AI infrastruct...
Key Investment Opportunity
Investment Banking Supercycle Play
Goldman Sachs positioned to capture outsized share of M&A and capital markets activity driven by regulatory tailwinds, AI infrastructure investment boom, and visible client backlog
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