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2 days agoCEOs are bullish but nervous: David Solomon's Davos readout on deregulation and 'shotgun' policy | Fortune
Speaking on the Goldman Sachs Exchanges podcast on Jan. 20, ahead of his trip to Davos, Solomon described a business landscape defined by a sharp dichotomy. On one side, the macroeconomic setup for 2026 is "pretty good for risk assets and for markets," fueled by a "confluence of very stimulative actions," including monetary easing and a massive capital investment boom in AI infrastructure. On the other, executives are grappling with anxiety about inconsistent policymaking and geopolitical "noise."
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