Goldman Sachs breaks down what the doomsayers get wrong about the US economy in 8 charts

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• In 2026 outlook, Goldman Sachs says US economic and stock market risks are overstated.
• The firm underscored US strength and projects continued growth.
• US stocks are in good shape, but Goldman warns of potential bubbles in bitcoin and generative AI.

American investors are worried.

They've been worried for a while now: that a recession is coming, that stock valuations are overheated, and that AI spending is the only thing keeping the economy (and markets) afloat.