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Andrew Tilton

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  1. Goldman Sachs23 min

    Goldman Sachs Exchanges: Outlook 2026 | Episode 2: Regional Perspectives

    David Mericle, Andrew Tilton, Jari Stehn, Alison Nathan

    Goldman Sachs economists David Miracle, Andrew Tilton, and Yari Stein outline regional economic forecasts for 2026, projecting 2.5% US growth driven by tax cuts and Fed rate reductions alongside a resilient 4.8% expansion in China fueled by manufacturing competitiveness. The analysis highlights contrasting monetary trajectories, including the Bank of Japan's aggressive tightening to 0.75% and the ECB's projected rate hold, while warning of US labor market uncertainties and European structural weaknesses. These insights, recorded on January 7, 2026, serve as the second installment of the Outlook 2026 series, setting the stage for subsequent asset class discussions.