Goldman Sachs CEO David Solomon: We're set up for a stronger growth trajectory in the coming years

Summary

Goldman Sachs CEO David Solomon joins Squawk Box to discuss the macroeconomic outlook, saying the U.S. is set up for stronger growth than consensus over the next few years. He cites fiscal stimulus, deregulation, AI infrastructure spending, AI-driven productivity, and potential corporate investment follow-through as tailwinds. He also flags geopolitical fragility, uncertainty around Arctic security, and possible positive oil developments in Venezuela as factors to watch.

• David Solomon expects U.S. nominal growth above consensus and a stronger multiyear growth trajectory.
• He sees fiscal stimulus, deregulation, and expensing/depreciation benefits as supportive of investment.
• AI infrastructure spending and enterprise AI adoption are cited as significant growth tailwinds.
• Business sentiment is described as strong globally, with CEOs focused on investment and technology.
• Geopolitical risk and Arctic security are highlighted as areas of uncertainty.
• Venezuela oil returning and Middle East developments are mentioned as potential positive geopolitical catalysts.
• The interview touches on broader market implications but does not name specific investment recommendations.