Goldman Sachs is telling investors to prepare for a stronger U.S. consumer heading into 2026 — a move that directly challenges the narrative that President Trump is a “lame duck.”

In a new note to clients, Goldman highlights rising real incomes, job growth, easing inflation pressures, and increased consumer confidence as reasons to favor growth-oriented consumer stocks.

This video breaks down why Wall Street’s positioning matters more than political headlines — and why markets may already be signaling that Trump’s economic influence is far from over.

When investors shift from defense to opportunity, it’s worth asking: are we witnessing the early signs of a consumer resurgence — and a presidency that still commands economic momentum?

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