Goldman: "the US economy grew at a 3.4% pace in Q3 and forecast 2.2% growth in 2026 overall on a Q4/Q4 basis, close to our 2.3% estimate of potential GDP growth and only 0.3pp below our start-of-the-year forecast when we did not expect large increases in interest rates and oil pr

2 SOURCES CONFIRMED · FIRST SEEN 2026-09-30 03:34 UTC · LAST UPDATE 2026-09-30 04:02 UTC

KINDNews

DIRECTION▲ Bullish

SOURCES2

ENTITIES3

STORY SIZE2 RECORDS

FIRST SEEN2026-09-30 03:34 UTC

LAST UPDATE2026-09-30 04:02 UTC

STATEactive

01 THE MACHINE READ

WHY IT MATTERS.

Goldman's 3.4% Q3 growth estimate supports earnings but argues against aggressive rate cuts.

Growth holding near potential despite rate and oil shocks

CATALYST TO WATCH

Q3 GDP revision and Fed guidance

MAIN RISK

Strong data could keep yields elevated

FULL DISPATCH

Goldman: "the US economy grew at a 3.4% pace in Q3 and forecast 2.2% growth in 2026 overall on a Q4/Q4 basis, close to our 2.3% estimate of potential GDP growth and only 0.3pp below our start-of-the-year forecast when we did not expect large increases in interest rates and oil prices."

02 THE STORY SO FAR

THE RECORD, IN ORDER.

UPDATED 2 TIMES · FIRST 2026-09-30 03:34 UTC · LAST 2026-09-30 04:02 UTC

2026-09-30 03:34 UTCNewsGoldman: "the US economy grew at a 3.4% pace in Q3 and forecast 2.2% growth in 2026 overall on a Q4/Q4 basis, close to our 2.3% estimate of potential GDP growth and only 0.3pp below our start-of-the-year forecast when we did not expect large increases in interest rates and oil prCURRENT RECORD

2026-09-30 04:02 UTCNewsWhy Has The US Economy Been So Resilient To Soaring Rates And Higher Oil Prices? Goldman Explains https://t.co/fHNC2BuoTD

03 WHO'S INVOLVED