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Goldman Sachs

2026 Forecast: Why Goldman Sachs Is Betting on Blackouts, Blue Collars, and Uranium

2026 Forecast: Why Goldman Sachs Is Betting on Blackouts, Blue Collars, and Uranium

Goldman Sachs' 2026 forecast predicts a radical shift: a 'jobless expansion' driven by AI, a comeback for blue-collar jobs, and critical dependencies on physical resources like uranium and copper. This new era demands a pivot to the tangible, a focus on bottlenecks, and an embrace of volatility.
Leo Wang 07 Jan 2026

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