2026-01-05 19:25:25

Goldman Sachs just laid out their full economic roadmap for 2026, and it's painting quite the mixed picture. Here's what stands out:

On one hand, they're betting on solid economic growth—the kind that usually gets markets excited. But here's where it gets tricky: employment growth is basically flatlined. Companies are staying lean, productivity gains are doing the heavy lifting, and headcount expansion isn't part of the plan.

Meanwhile, price stability remains locked in. Inflation isn't heating back up, which takes some pressure off the central banks.

So you've got this odd combo—GDP chugging along, labor markets staying sluggish, inflation behaving itself. For crypto investors specifically, this matters because it shapes the macro backdrop: strong growth can support risk appetite and capital rotation into assets like BTC and ETH, but weak job numbers might signal underlying fragility in consumer spending down the road.

Basically, it's not the goldilocks scenario everyone hoped for, but it's not a breakdown either. More like navigating a tightrope.

BTC-0,7%

ETH-1,13%

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ser_we_are_early

· 01-08 10:17

Economic growth is growing, but employment is stagnant. This combination of measures has got me a bit confused... I feel like GS is throwing up smoke screens.

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CryptoPunster

· 01-07 10:00

Goldman Sachs' line is: the economy improves, jobs are lost, but the coins still have to rise. Even human screenwriters couldn't come up with this script.

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MergeConflict

· 01-06 10:02

Economic growth is good, but employment is dead? That logic is a bit shaky... Relying solely on AI and automation won't last long, right?

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0xOverleveraged

· 01-05 19:46

Good morning. Basically, it's good growth but the unemployment rate is lagging. This kind of combination is beneficial for risk assets in the crypto world, but there's also concern about a collapse on the consumer side... I totally understand the feeling of walking a tightrope at high altitude.

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GasWaster69

· 01-05 19:45

Nah, this is a typical case of "looks good on paper, but performs poorly in reality"... GDP increases, but workers are still unemployed. To put it simply, it's just machines doing the work.

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RugPullAlarm

· 01-05 19:38

The employment data from GS also didn't provide concrete figures; they only said "companies are maintaining lean operations." But what is the specific layoff ratio? On-chain, BTC whale addresses have been silent for the past two months, indicating that large funds have already sensed the risk. Don't be fooled by GDP growth.

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WalletsWatcher

· 01-05 19:35

Good morning, so does Goldman Sachs mean that the economy is going to grow but jobs will disappear? How does that logic hold up... AI doing work to save companies money, and retail investors still expect consumption to drive growth? That's hilarious.

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rugdoc.eth

· 01-05 19:34

Economic growth is a good thing, but unemployment rate remains unchanged? This Goldman Sachs forecast sounds like a nested doll. --- GDP rising but wages not increasing, what are the retail investors eating... I think consumer resilience might collapse. --- Basically, robots doing the work lead to unemployment, which might actually be good news for BTC. --- Dancing on a tightrope, one misstep and you fall... better wait a bit before moving. --- Inflation stabilized? Then the central bank is at leisure, should they consider easing liquidity? --- No job growth, how to maintain risk appetite? This logic has some issues.

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