Goldman’s chief strategist is retiring after 31 years. Where he sees a bubble right now.
Dec 4, 2025, 9:07 AM EST1 sourcesAI-analyzed
Why it may matterVerify against the original reporting
Kostin's insights and stable VIX imply optimism for market stability and growth. Historical examples, such as post-2008 recovery, show that stable volatility can lead to upward price movements in markets.
AI summary
What happened, with direct paths to the underlying reporting
David Kostin, Goldman Sachs strategist, is retiring after 31 years. Kostin believes current market valuations are not indicating an AI bubble. He sees potential in consumer, healthcare, and AI-driven companies for revenue growth. VIX readings suggest stability, positively impacting market outlook for 2026. Goldman Sachs targets 7,600 for S&P 500 next year.
David Kostin, Goldman Sachs strategist, is retiring after 31 years.
Kostin believes current market valuations are not indicating an AI bubble.
He sees potential in consumer, healthcare, and AI-driven companies for revenue growth.
VIX readings suggest stability, positively impacting market outlook for 2026.
Goldman Sachs targets 7,600 for S&P 500 next year.
How to read this signal
Transparent limits for an AI-generated research aid
StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.
Related signals
More source-backed signals connected by company or event
VIX rises significantly amid renewed U.S.-China trade tensions. The VIX reached 22.76, highest since May 23. Investors show complacency with summer rally; volatility measures dive…
Goldman Sachs bullish on equities due to favorable macro conditions. Expecting two more Fed rate cuts this year, boosting investor confidence. Low recession risk creates supportiv…
S&P 500 hits 18th record closing high this year. VIX fell below 14.5, lowest since December. Goldman Sachs warns of increased equity drawdown risk. Fed easing could increase marke…