Goldman Sachs CEO David Solomon is both optimistic and cautious about the uncertain economic landscape of 2025 and beyond – a sentiment that underscores the need for careful risk management in the face of potential opportunities and challenges ahead.

In an interview with the Financial Times, Solomon describes the economy as being in a "fragile place," balancing potential upsides and downsides. He warns that specific economic conditions could either stimulate or stagnate growth, while also potentially increasing government debt, which has already impacted bond markets. This delicate equilibrium underscores the complex challenges facing the economy in the coming years.

Solomon observed that the Biden administration's regulatory policies have led to hesitation among CEOs regarding new investments.“[The Trump administration] has sent a clear message that they want to back that off,” he says. “That’s very constructive for growth and investment, and so I think that’s a positive.” Tax cuts could be stimulative, as he said