高盛-2024年美国经济展望（英）-2023.11-19页.pdfVIP

Note: The following is a redacted version of the original report published November 12, 2023 [19 pgs]. 12 November 2023 | 5:28PM EST US Economics Analyst 2024 US Economic Outlook: Final Descent (Mericle) n The US economy defied recession fears in 2023 and made substantial progress Jan Hatzius +1(212)902-0394 | jan.hatzius@ toward a soft landing. The key surprise has been much stronger than expected Goldman Sachs Co. LLC GDP growth, though this has not prevented the labor market from continuing to Alec Phillips +1(202)637-3746 | alec.phillips@ rebalance or inflation from continuing to fall. Goldman Sachs Co. LLC David Mericle n The hard part of the inflation fight now looks over. It was fair to wonder last year +1(212)357-2619 | david.mericle@ whether labor market overheating and an at times unsettling high inflation Goldman Sachs Co. LLC mindset could be reversed painlessly. But these problems now look largely Spencer Hill, CFA +1(212)357-7621 | spencer.hill@ solved, the conditions for infl