Bloomberg Talks Goldman Sachs CEO David Solomon Talks US-China Trade Truce
Nov 4, 2025
David Solomon, the Chairman and CEO of Goldman Sachs, shares insights on U.S.-China trade relations and the implications of a one-year truce. He discusses the mixed sentiment among investors regarding Chinese IPOs and highlights Goldman's competitive edge in global markets. Solomon also delves into the future of M&A activity, indicating a robust environment for strategic consolidation. Furthermore, he reveals how AI is poised to transform operations at Goldman, emphasizing efficiency and growth despite potential job shifts.
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De-Escalation Enables Constructive Talks
- The U.S.-China leaders' meeting signaled a constructive de-escalation in tensions.
- David Solomon says a de-escalated environment enables more constructive conversations going forward.
One-Year Truce: Realistic Window
- A one-year truce creates uncertainty but also a realistic window to negotiate durable solutions.
- Solomon believes both economies should aim for durable agreements to support global growth.
Foreign Flows Are Recovering, FDI Lags
- Investor appetite for Chinese equities has rebounded from last year's lows.
- Solomon notes foreign direct investment remains down until geopolitical clarity improves.