Description:
Goldman Sachs, one of the largest financial conglomerates, expects further growth in the stock market in 2026 amid a favorable global economic situation. In an interview on the bank's YouTube channel, Anshul Sehgal, head of the fixed income, currency, and commodity department, noted that key economies – the USA, China, and Germany – are creating strong tailwinds for the markets. Germany is increasing its defense budget, a credit boom is expected in the USA due to Trump’s bill combined with the development of AI and robotics, along with ongoing fiscal expansion. China is strengthening its positions in AI and robotics, expanding lending and fiscal measures. However, Sehgal warns of short-term risks due to tariffs that may temporarily impact corporations or consumers, triggering a pullback in the markets. After accounting for this "one-time tax", the markets, in his opinion, will continue to grow thanks to tax incentives and depreciation bonuses.
Impact on the cryptocurrency market: Short-term risks: The introduction of tariffs in the USA at the beginning of 2026 may provoke a temporary decline in stock indices, which, as historical experience shows, is often accompanied by sell-offs in the crypto market. In times of instability, investors may withdraw capital from risky assets, including cryptocurrencies, to cover losses or move to cash. For example, in March 2020, Bitcoin fell in sync with the stock markets due to liquidity seeking.
Medium-term optimism: Positive economic factors such as fiscal expansion, the development of AI and robotics, as well as tax incentives in the USA, may enhance interest in innovative assets, including cryptocurrencies. The growth of blockchain technologies, supported by investments in AI, may stimulate the development of DeFi and other crypto projects. China, maintaining its leadership in AI, may contribute to the growth of Asian crypto markets.
Growth of the crypto market: According to forecasts, the cryptocurrency market will continue to expand at a CAGR of 14.5% from 2024 to 2033, reaching $5 trillion by 2033. The positive macroeconomic environment described by Goldman Sachs may support this trend, especially for leading assets such as #bitcoin , #Ethereum and #solana .
Regulatory risks: The trade war and increased capital control may raise regulatory risks for cryptocurrencies, especially in the USA. This may temporarily limit capital inflow into crypto assets, but long-term prospects remain positive due to growing institutional support.
Conclusions:
Goldman Sachs' forecast paints an optimistic picture for the global economy, which is favorable for the cryptocurrency market in the medium term. However, short-term risks associated with tariffs could cause volatility and a temporary decline in the prices of crypto assets. Investors should be prepared for possible sell-offs in early 2026, but long-term prospects remain positive due to technological progress and fiscal stimuli.
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