BlackRock and Goldman just made the same massive call on US economy — with 1 powerful force fueling America
BlackRock and Goldman just made the same massive call on US economy — with 1 powerful force fueling America.
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Two of the most powerful figures on Wall Street are looking past today's geopolitical turmoil — and betting that one enormous force will keep pushing America forward.
Larry Fink, the CEO of BlackRock, said he is "very bullish" on financial markets over the next year, arguing that the technological revolution sweeping through corporate America could boost profit margins across a growing number of industries.
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"I'm very bullish on the markets over the next 12 months," Fink told CNBC (1). "I think the technological revolution is going to power better margins for more companies."
BlackRock's margins increased by 260 basis points over the previous 12 months, he said, with much of that improvement coming from the company's growing use of technology.
Goldman Sachs CEO David Solomon delivered a similarly optimistic message in an interview with Fox News.
"The U.S. economy is in pretty good shape," Solomon said (2), while acknowledging that businesses and investors are operating in a complex environment.
Geopolitical tensions unfolding around the world remain difficult to ignore. Solomon specifically pointed to the conflict in the Middle East and America's complicated relationship with China.
But once he steps back from those immediate concerns, his long-term view of the country becomes decisively bullish.
"We have this technology supercycle that's driving change in business and business activities… I'm a huge optimist on the U.S., with a three-, five-, seven-year view. " he said.
"I think there are enormously compelling characteristics of our economy: capital formation, entrepreneurship and all the tech innovation going on. We're at the center of accelerating all of that right now and that's definitely an engine for real productivity gains in the coming years. The economy is solid."
Taken together, the two CEOs are making a remarkably similar call.
Fink believes technology can expand corporate margins and support markets over the next 12 months. Solomon believes the same technological supercycle can lift American productivity over a much longer horizon.
If you share that optimism, here's a look at a few simple ways to position yourself for America's growth in 2026 — and beyond.
