Goldman Sachs Turns Bullish, Cites 3 Tailwinds for Global Stocks

Goldman Sachs has shifted its outlook on global equities from “neutral” to “overweight” over the coming months, pointing to three major tailwinds that could support further upside.

The firm highlights resilient corporate earnings, continued monetary easing (without a full-blown recession), and expanding fiscal policy globally as key drivers for equity gains. In conjunction with the upgrade, Goldman raised its S&P 500 target to 6,800, suggesting the index could rise about 14% from current levels. That said, the bank also downgraded its view of global credit markets to “underweight,” citing stretched valuations and late-cycle risks.

Clever Robot News Desk 3^rd October 2025