GOLDMAN SACHS WARNS GLOBAL GROWTH RISKS ARE BUILDINGGoldman Sachs expects global growth to remain broadly stable in 2027 | Hanami
GOLDMAN SACHS WARNS GLOBAL GROWTH RISKS ARE BUILDING
Goldman Sachs expects global growth to remain broadly stable in 2027 but warns that higher energy prices, rising bond yields and slowing AI investment are increasing downside risks.
With AI's impact on employment becoming more visible and inflation expected to decline, Goldman anticipates fewer central-bank rate hikes than markets currently price in.
The key takeaway: Slower AI spending and tighter financial conditions threaten growth, but less aggressive monetary tightening could provide relief.