The US-China AI and geopolitical power race and global energy supply waves drive our analysts' key convictions. Goldman Sachs Research's cyclical macro base case of sturdy global GDP growth and 50 basis points of Fed rate cuts in 2026 is again supportive of top-down commodity returns. 

Commodity Views 2026 Outlook: Ride the Power Race and Supply Waves

"Commodity Views 2026 Outlook: Ride the Power Race and Supply Waves"

"The US-China AI and geopolitical power race and global energy supply waves drive our analysts' key convictions. Goldman Sachs Research's cyclical macro base case of sturdy global GDP growth and 50 basis points of Fed rate cuts in 2026 is again supportive of top-down commodity returns.\r\n"

The US-China AI and geopolitical power race and global energy supply waves drive our analysts' key convictions. Goldman Sachs Research's cyclical macro base case of sturdy global GDP growth and 50 basis points of Fed rate cuts in 2026 is again supportive of top-down commodity returns.

COMMODITY VIEWS

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