Pundit
Simona Gambarini
12 receipts • Tracked since Apr 2026
Simona Gambarini is a Senior Market Strategist and Executive Director at Goldman Sachs Asset Management, leading the EMEA and Asia Strategic Advisory Solutions team. With over 15 years of experience as a markets economist, she provides macro, markets, and geopolitical insights to institutional clients.
Affiliations
No firm affiliations on record.
— Filed —
12 receipts
2026
12 predictions- Jan 1, 2026Too early to tell.“We expect China's growth to remain robust in 2026, supported by its strategic focus on high-tech manufacturing and the development of a modern industrial system.”
Filed for tracking. Outcome to be evaluated as the timeline plays out.
- Jan 1, 2026Too early to tell.“In the Euro area, growth looks set to run above potential as the region continues to prove resilient in the face of lingering trade uncertainty. The German fiscal stimulus, a still-healthy labor market, reduced trade-policy headwinds, and supportive credit flows should collectively sustain domestic demand and investment.”
Filed for tracking. Outcome to be evaluated as the timeline plays out.
- Jan 1, 2026Too early to tell.“In the US, activity should stay robust, underpinned by strong AI-related capital expenditure, still-easy financial conditions, and a positive fiscal impulse from the 'One Big Beautiful Bill'.”
Filed for tracking. Outcome to be evaluated as the timeline plays out.
- Jan 1, 2026Too early to tell.“We expect global growth to remain robust in 2026, underpinned by reduced trade-policy uncertainty, a supportive fiscal stance, accommodative financial conditions, and sustained AI-driven capital investment.”
Filed for tracking. Outcome to be evaluated as the timeline plays out.
- Jan 1, 2026Too early to tell.“Hyperscalers capex is expected to reach $540 billion in 2026, with Nvidia’s CEO Jensen Huang anticipating $3-4 trillion of AI infrastructure spending by 2030.”
Filed for tracking. Outcome to be evaluated as the timeline plays out.
- Jan 1, 2026Too early to tell.“Japan is also poised for another year of solid performance, with domestic demand in the driver’s seat: a tight labor market, powerful incentives to invest in labor-saving technologies, and targeted fiscal measures should keep growth on a firm footing.”
Filed for tracking. Outcome to be evaluated as the timeline plays out.
- Jan 1, 2026Too early to tell.“On the back of this shift, our China team has raised its forecast for real GDP growth in 2026-30 to an annual average of 4.5%, compared to 4.0% before.”
Filed for tracking. Outcome to be evaluated as the timeline plays out.
- Jan 1, 2026Too early to tell.“In the UK, a fiscal drag and the prospect of sluggish real income growth might dampen growth, but monetary policy easing is likely to support consumption, and UK exports could benefit from a global synchronized re-acceleration.”
Filed for tracking. Outcome to be evaluated as the timeline plays out.
- Jan 1, 2026Too early to tell.“After resuming its easing cycle in December, the BoE is also likely to cut rates further to a terminal rate of 3%, as inflation risks are more balanced following a more conservative Autumn Budget.”
Filed for tracking. Outcome to be evaluated as the timeline plays out.
- Jan 1, 2026Too early to tell.“By contrast, the ECB may well stay on hold for an extended period, with any further cut requiring a clear catalyst such as a material downside growth surprise or a sharp euro appreciation. While not our base case, if the recovery were to gain traction, rate hikes could return to the discussion in the second half of 2026.”
Filed for tracking. Outcome to be evaluated as the timeline plays out.
- Jan 1, 2026Too early to tell.“In Japan, continued reflation progress supports our call for continued modest tightening by the BoJ, particularly if the Shunto negotiations confirmed firmer wage growth heading into 2026 and/or yen weakness amplified imported inflationary pressures.”
Filed for tracking. Outcome to be evaluated as the timeline plays out.
- Jan 1, 2026Too early to tell.“In the US, we expect the Fed to cut rates further in 2026, but above-trend growth argues for only limited additional easing. That said, the appointment of a dovish new Fed Chair could point to somewhat more room for cuts, depending on the extent to which the new Chair manages to convince the rest of the FOMC of their policy views.”
Filed for tracking. Outcome to be evaluated as the timeline plays out.