It has been great to be back in Davos this year to see so many clients, and I was happy to join CNBC’s Squawk Box yesterday to talk about the state of the macro environment. Overall, as I talk to clients, they seem to be encouraged by signs that the incoming administration in the United States plans to run a more growth-oriented agenda. It’s not going to be a straight line, but if we can do some things to unlock private sector investment, that is a good path for us to take. My time in Davos has made me even more energized about the opportunities ahead for our firm and our clients. https://click.gs.com/tdjn
It sounds like you’re getting a lot of valuable insights at Davos! It’s encouraging to hear that there’s optimism about the new administration’s growth-oriented approach. Having conversations like these must provide clarity on how best to navigate the macro environment moving forward. What are some of the key takeaways from your discussions with clients that have you feeling energized for the year ahead?
David Solomon #Insightful “The function of leadership is to produce more leaders, not more followers.” — Ralph Nader Davos is where decisions shape the future. AI isn’t just a tool; it’s a second brain, a strategic ally, a mirror to your blind spots. Use Generative AI tools daily—not to automate, elevate, reflect, and refine strategy. Ask: 🔹 Where am I leading with vision vs. reacting to trends? 🔹 What assumptions are holding me back? 🔹 How can AI refine my strategy, not just process data? The leaders of tomorrow don’t just follow growth—they engineer it. Don’t just navigate change. Architect it. #Worksmarternotharder4
Great to see you again and thank you for sharing your time and wisdom with us. To a happy, healthy, and prosperous 2025!
It's exciting to see the signs of growth-oriented policies from the incoming administration in the U.S. That being said, to fully unlock the potential of private sector investment, I would suggest focusing on reducing regulatory hurdles, promoting transparency in tax and trade policies, and fostering greater collaboration between public and private sectors to support innovative projects. These steps could accelerate growth and create new opportunities for businesses and investors alike. #PrivateSectorGrowth
Sounds like an inspiring time in Davos! 🌍 It’s great to hear about the optimism around a growth-oriented agenda and the potential to unlock private sector investment. Your insights on the macro environment are always valuable, and it’s exciting to see the opportunities ahead for your firm and clients. Wishing you continued success and energy for the journey ahead! 🚀💼"
That sounds good David Solomon, enjoy your trip to Davos! 👍😊🇨🇭💼📈
Davos always amplifies the pulse of global momentum, and your insights on bridging policy with private sector potential resonate deeply! Thrilling to hear clients are optimistic about a growth-focused agenda—unlocking investment isn’t just policy, it’s the fuel for innovation.
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dapper at Davos!
Student at Texas A&M University
1moI think you’re right about not being a straightforward path. I think the Fed needs to raise interest rates again 50 basis points which would make room for 6, 25 basis point cuts throughout the year and end with a 50 point basis cut at the end of the year to bring rates to 2.75-3%. This accounts for the risk of the problem of inflation at 2.9ish instead of 2.5 where it was earlier as it seems so oscillate between 2.5 & 3. Raising rates instead of keeping it the same would allow for a change of direction of inflation sooner. One might ask well wouldn’t this plan cut rates to be the same as they would be in the long term plan in June at 4-4.25. Yes however, the sooner cuts that would bring rates down to where they are now would create a boom effect for the equities markets, so companies can launch a IPO sooner and private investment is unlocked sooner. If you’re a Goldman recruiter reading this…please connect/reach out. I’m looking for work and I’ve never gotten an interview.