高盛｜2024年的10个增长风险及为何我们不那么担心.pdfVIP

14January2024|6:45AMEST

USEconomicsAnalyst

10GrowthRisksfor2024andWhyWeWorryLess

(Mericle/Abecasis)

nWeexpectmuchstrongerGDPgrowthin2024thanconsensusandseeamuchJanHatzius

+1(212)902-0394|jan.hatzius@

lowerriskofrecession.WhatareotherforecastersworriedaboutthatweGoldmanSachsCo.LLC

aren’t?ThisAnalystlooksat10risksfor2024thatareoftenhighlightedbyotherAlecPhillips

+1(202)637-3746|alec.phillips@

forecastersandexplainswhyweworryless.GoldmanSachsCo.LLC

DavidMericle

nRisk1:Aconsumerslowdownlooksunlikelybecauserealincomeshouldgrow+1(212)357-2619|

david.mericle@

about3%andhouseholdbalancesheetsarestrong.CurrentspendingpatternsGoldmanSachsCo.LLC

donotappearunsustainableandthes