With the global business elite having descended on the Swiss Alps for the annual World Economic Forum meeting, Goldman Sachs chairman and CEO David Solomon has offered a stark readout on the current corporate mood: CEOs are ready to unleash record-breaking levels of investment, provided Washington can dampen the noise of what he terms a “shotgun approach” to policy.
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.”
