Overview
- BlackRock’s Larry Fink said money has returned to the U.S. in recent months and recommended staying overweight U.S. assets for the next 18 months.
- Goldman Sachs CEO David Solomon projected that most capital would remain in dollar-based assets and saw no obvious catalyst for a U.S. slowdown over the next 6–12 months.
- Solomon said IPOs paused by the U.S. government shutdown should restart once the government reopens, pointing to the country’s advantages in capital formation.
- U.S. stocks sit at record highs on AI-driven inflows, even as some executives and central bankers warn about overheating and the risk of a correction.
- Blackstone’s Stephen Schwarzman expressed confidence that a Trump–Xi meeting this week could ease trade tensions, while some investors flagged U.S. debt concerns and Bill Ackman downplayed them.