These Are Goldman Traders' Top Four Themes For 2026

It's that time of year again; when we look back at what was and forward to what's next... what worked, what didn't, and what we think will play in 2026.

Top Goldman Sachs trader Faris Mourad summarizes the year as follows:

The week leading up to President Trump’s inauguration was one of the best weeks for AI, only to be followed by DeepSeek Monday that shocked global conviction on US leadership in this space.