Goldman's 2027 Playbook

What we are watching this morning

2027 is arriving early. Goldman Sachs has already unleashed some 300 pages of outlooks for the year ahead. We did the reading so you don't have to, picking out the five charts that matter most.

Throw in JPMorgan's latest numbers on the $1.4 trillion AI spending machine, a momentum unwind, and the quants' biggest two-day comeback in almost three years, and you've got your morning chart fix.