Exchanges Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets
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Jan 23, 2026 David Solomon, Chairman and CEO of Goldman Sachs, shares insights on the future of M&A and IPOs while highlighting the U.S.'s structural advantages over Europe and China. He emphasizes the ongoing acceleration of AI investments and its impact on productivity, countering doomsday predictions about job losses. Solomon discusses the firm's strategic advancements and the cultural values driving Goldman, along with the exogenous risks that keep him awake at night, ultimately expressing optimism about technology and market resilience.
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Constructive Macro Backdrop With Geopolitical Risks
- David Solomon says fiscal stimulus, monetary easing, deregulatory moves, and AI capital investment create a highly constructive macro setup for markets.
- He warns geopolitical noise and exogenous shocks can cause drawdowns despite supportive domestic policies.
Why The U.S. Keeps Its Growth Edge
- Solomon argues the U.S. retains structural growth advantages from tech, capital markets, and innovation compared with Europe and China.
- He expects the U.S. lead to persist, though currency and policy moves could shift dynamics modestly.
CEOs Want Less Noise, More Stability
- CEOs are optimistic about a friendlier regulatory environment and more willing to pursue M&A than in prior years.
- They remain concerned about external noise and inconsistent policy that dampens investment appetite.