Bloomberg Talks Goldman Sachs CEO David Solomon Talks Economy, Deals to Accelerate
Oct 3, 2025
David Solomon, the Chairman and CEO of Goldman Sachs, shares insights on the U.S. economy, predicting an acceleration through 2026 fueled by fiscal stimulus and tech investments. He discusses the evolving job market and the rising influence of AI on employment. Solomon anticipates a surge in dealmaking due to a more ambitious regulatory landscape, alongside a cautious look at tech-driven market trends. He also emphasizes Goldman's focus on growth in investment banking and the transformative potential of AI across their operations.
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Stimulus And AI Are Driving Growth
- David Solomon sees the U.S. economy as "in pretty good shape" with strong fiscal stimulus and AI investment as tailwinds.
- He expects acceleration into 2026 as trade-policy effects are absorbed and tech spending continues.
Labour Softness And Inflation Watch
- Solomon warns labor is softer and the Fed is watching employment and inflation closely.
- He highlights risk that trade-policy price moves could either be one-time or have broader inflation effects.
Tech Adoption Is Slowing Hiring
- Hiring has slowed as companies pause to integrate technology and automation into workflows.
- That pause is contributing to softer labor-market readings today.