United States & Goldman Sachs
153 shared events · Importance 26 · Last updated Aug 24, 2026
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Tech
United States: The United States is projected to lead AI investment with $581 billion in 2026, rising to 2.8% of GDP by 2028. This positions the US as the primary driver of global AI capital expenditure, benefiting its tech industry.
Goldman Sachs: Goldman Sachs is the source of the forecast, projecting $1 trillion global AI investment in 2026 and cumulative $1.8 trillion since 2022. Its analysis influences market expectations and investor sentiment toward AI-related sectors.
Aug 16, 2026 · 7 articles
Business
United States: The report focuses on the impact of AI on the labor force within the United States, estimating job displacement and creation figures for the country.
Goldman Sachs: Goldman Sachs released a report titled 'An AI Job Apocalypse' which analyzes the impact of AI on the labor market, providing insights and forecasts.
Jun 26, 2026 · 6 articles
International
United States: The U.S. participated in the intervention to support Japan, signaling strong alliance and potentially benefiting from a weaker dollar for exports, but it may complicate inflation control.
Goldman Sachs: Reportedly executed the U.S. Treasury's euro sale for yen, playing a role in the intervention; its analysts also commented on the yen's outlook.
Jul 30, 2026 · 162 articles
Business
United States: Attacked Iran in late February, causing market volatility that boosted bank trading revenues.
Goldman Sachs: Reported Q2 profit of $6.6B, beating expectations; shares rose 4% pre-market.
Jul 14, 2026 · 13 articles
Business
United States: The US is engaged in renewed fighting with Iran, contributing to Middle East escalation and oil supply risks.
Goldman Sachs: Goldman Sachs issued the forecast, influencing market expectations; its analysis is closely watched by investors.
Jul 21, 2026 · 6 articles
Business
United States: The United States equities market experienced overall gains across major indices, indicating a generally positive economic environment.
Goldman Sachs: Goldman Sachs Group Inc. rose to all-time highs, showing strong positive performance and investor confidence.
May 20, 2026 · 12 articles
International
United States: Leading military operations against Iran, launching airstrikes and imposing a naval blockade, with 17 service members killed.
Goldman Sachs: Goldman Sachs is set to release quarterly results, with investors watching investment banking and trading revenues.
Apr 20, 2026 · 304 articles
Business
United States: The United States economy faces challenges from rising energy prices and declining consumer sentiment, despite the bullish outlook on AI investments.
Goldman Sachs: Goldman Sachs raised its S&P 500 year-end forecast and increased its earnings-per-share targets for 2026 and 2027, indicating a bullish outlook on the market driven by AI investments and corporate earnings.
May 27, 2026 · 6 articles
Business
United States: U.S. equities were a major source of losses for hedge funds due to crowded bets.
Goldman Sachs: Goldman Sachs reported the losses and noted the mass exit from AI trades, highlighting its role as a key source of market intelligence.
Apr 20, 2026 · 6 articles
Business
United States: The US equity market, dominated by hyperscalers, has seen a sharp decline in free-cash-flow yield relative to Europe, highlighting the impact of tech capex on the broader market.
Goldman Sachs: Goldman Sachs is the author of the report, which shapes market narrative on tech valuations and earnings sustainability. Its analysis could influence investor positioning and trading flows.
Aug 16, 2026 · 7 articles
Domestic
United States: The delay affects the United States' crypto regulatory framework, potentially impacting its competitiveness in the digital asset market.
Goldman Sachs: Goldman Sachs CEO David Solomon endorsed the CLARITY Act, splitting Wall Street. The bank's support could influence other financial institutions.
May 20, 2026 · 87 articles
Business
United States: The U.S. economy saw a surprising decline in retail sales, signaling potential slowdown in consumer spending, a key driver of growth.
Goldman Sachs: Cut its third-quarter GDP growth forecast by 0.5 percentage point to 2.2% following the weak retail sales data.
Aug 14, 2026 · 63 articles
Business
United States: The U.S. is engaged in airstrikes with Iran over the Strait of Hormuz, raising geopolitical risk.
Goldman Sachs: Goldman Sachs surged 9% after beating Q2 profit expectations, boosted by dealmaking and trading.
Jul 14, 2026 · 8 articles
Business
United States: The U.S. is the primary market for AI infrastructure, with the initiative expected to boost domestic AI capabilities and investment.
Goldman Sachs: Goldman Sachs is a partner and reportedly in talks with investors to structure the financing. The bank aims to create a market for credit backed by Nvidia compute.
Jul 25, 2026 · 81 articles
Business
United States: The United States' involvement in the peace deal with Iran has indirectly benefited India's economic outlook by contributing to lower crude oil prices.
Goldman Sachs: Goldman Sachs has revised its economic forecasts for India upwards, reflecting a more optimistic outlook for the country's growth, inflation, and current account deficit.
Jun 26, 2026 · 20 articles
Business
United States: The United States is the source of the annuity liabilities that West Grove Re will reinsure, representing the market where Talcott sources business.
Goldman Sachs: Goldman Sachs partnered with Talcott to establish West Grove Re, investing alongside clients and serving as investment manager for private asset strategies. This expands Goldman's private credit and insurance asset management business.
Aug 04, 2026 · 6 articles
Business
United States: The U.S. trade deficit widened sharply, negatively impacting GDP growth outlook. Imports surged due to AI investment and front-loading, while exports fell.
Goldman Sachs: Lowered its GDP growth estimate by 0.2 percentage points to 2.2%.
Jun 26, 2026 · 22 articles
International
United States: The US strengthens economic and strategic ties with Iraq, securing influence and business for its companies amid the Iran war.
Goldman Sachs: Goldman Sachs provides estimates on pipeline construction timelines and capacity.
Jul 17, 2026 · 33 articles
International
United States: The US seeks quick concessions but faces Indian resistance; proposed tariffs may escalate tensions.
Goldman Sachs: Goldman Sachs raised India's growth forecast, citing improved economic outlook from US-Iran peace deal.
Jul 08, 2026 · 52 articles
International
United States: The US is a primary belligerent, conducting strikes on Iran and imposing sanctions. The war has strained its military resources and drawn domestic criticism, while higher oil prices contribute to inflation.
Goldman Sachs: Goldman Sachs provided forecasts on oil prices, influencing market expectations.
Apr 08, 2026 · 416 articles
Domestic
United States: The US prosecuted the case under anti-bribery laws, reinforcing its role in combating corruption. The outcome may influence international business practices.
Goldman Sachs: Berko was an executive director at Goldman Sachs during the alleged scheme. The scandal may tarnish the firm's reputation and raise compliance concerns.
Aug 10, 2026 · 6 articles
International
United States: The United States, under President Donald Trump, agreed to a ceasefire with Iran to avoid a prolonged 'forever war' and achieve a diplomatic solution, while also securing military objectives.
Goldman Sachs: Goldman Sachs contributed to the rise of the Dow Jones Industrial Average.
Apr 07, 2026 · 79 articles
International
United States: The United States is a key belligerent and negotiator in the conflict with Iran, imposing blockades and sanctions, and engaging in diplomatic efforts. Its policies and military actions directly affect global energy markets and regional stability.
Goldman Sachs: Goldman Sachs raised its oil price forecasts for the fourth quarter, citing reduced output from the Middle East due to the ongoing situation.
Apr 26, 2026 · 590 articles
Business
United States: The U.S. government holds a 10% equity stake in Intel, supporting domestic chip production and benefiting from Intel's growth.
Goldman Sachs: Goldman Sachs is a joint book-running manager, benefiting from underwriting fees and reinforcing its role in major equity offerings.
Aug 10, 2026 · 14 articles
Tech
United States: The US faces competitive pressure from Chinese AI models and is implementing restrictions that may inadvertently boost them.
Goldman Sachs: Goldman Sachs noted Chinese AI models are reaching a critical stage for wide adoption, reflecting growing market acceptance.
Jul 25, 2026 · 35 articles
Business
United States: The U.S. IPO market is the target for OpenAI, Anthropic, and SpaceX, and the success of these listings will be a significant test of investor appetite for high-growth technology stocks in the country.
Goldman Sachs: Goldman Sachs>>> is working with OpenAI>>> on its potential IPO, indicating its role as an adviser in the listing process.
May 20, 2026 · 212 articles
Business
United States: The United States market dynamics, including jobs numbers and Treasury performance, influenced hedge fund strategies and returns.
Goldman Sachs: Goldman Sachs published a client note detailing hedge fund performance in June and year-to-date, providing key insights into market trends and successful strategies.
Apr 20, 2026 · 9 articles
Regulatory
United States: The United States is the home country of the reporting institutions, but the event has no direct impact on the country.
Goldman Sachs: Goldman Sachs disclosed a total position of 17.54% in Hugo Boss, with a significant portion through put options and swaps, indicating substantial derivative exposure.
Jul 27, 2026 · 22 articles
Business
United States: Regulatory jurisdiction for potential approval of engasertib; the financing supports U.S. regulatory submissions.
Goldman Sachs: Co-led the Series B financing, demonstrating confidence in Vaderis and engasertib. This investment aligns with its life sciences strategy and may yield significant returns if engasertib succeeds.
Aug 11, 2026 · 8 articles
International
United States: The United States, led by President Donald Trump and Vice President JD Vance, has been a key negotiator in the interim peace deal with Iran, aiming to de-escalate the conflict and reopen the Strait of Hormuz. The US has lifted its naval blockade on Iranian ports and waived sanctions, allowing Iran to sell oil freely, which is expected to stabilize global energy markets and reduce inflationary pressures in the US.
Goldman Sachs: Goldman Sachs expects Gulf exports to normalize to pre-war levels by end-July, with crude production recovering by October, providing an outlook on the oil market's recovery post-deal.
Apr 20, 2026 · 302 articles
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