While there’s a lot to get through, as Goldman's Tony Pasquariello noted in his first report of the year, the overarching theme is that the macro backdrop remains conducive for stocks in 2026. Goldman economists expect another year of sturdy global growth of 2.8% in 2026 vs consensus at 2.5%, forecasting continued economic expansion in all regions combined with further modest (and nont so modest) easing by the Fed.