Goldman Sachs Macro Outlook 2025: Tailwinds (Probably) Trump Tariffs report anticipates the second Trump administration will bring higher tariffs on China and autos, lower immigration, fresh tax cuts, and regulatory easing.
These policies are expected to drive US economic growth to 2.5% in 2025. Outperforming other developed markets. However, risks include potential large across-the-board tariffs that could negatively impact growth. The Euro area and China face structural headwinds and trade policy uncertainties, with GDP forecasts at 0.8% and 4.5%, respectively. US core PCE inflation is projected to slow to 2.4% by late 2025.
GS-Outlook-25-3source: https://www.goldmansachs.com/insights/goldman-sachs-research/macro-outlook-2025–tailwinds–probably–trump-tariffs
To stay informed and ahead of the curve, we invite you to continue exploring our news and articles page. Here, you’ll find the latest market analyses, expert opinions, and diverse investment strategies tailored to your needs. You can also follow our Linkedin page or subscribe to our updates to stay notified. Keep learning, stay inspired, and empower your financial future with Seaspray Private.
