Goldman Sachs has increased its US recession odds to 30% by 2026, citing Iranian tensions and oil shocks. This is up from 25%, driven by high energy prices and a weakening labor market.

The market for a US recession in 2026 shows traders are alert. Goldman’s update matches JPMorgan and EY-Parthenon, with recession odds at 35% and 40% respectively. Brent crude remains over $100 per barrel due to Strait of Hormuz disruptions, making energy costs a key concern. Traders are pricing in the risk that high oil prices could lead to reduced consumer spending and labor market issues.

Low trading volume suggests traders await clearer economic indicators. With no reported volume, the market seems paused. The Iran conflict’s impact on oil prices is a critical factor cited by Goldman Sachs. The market’s current odds of a US recession by December 31, 2026, are being closely monitored as tensions continue.

For those considering positions, betting against a recession might appeal if they expect a diplomatic resolution or economic resilience despite energy shocks. At 30￠, a YES share pays $1 if the US enters a recession in 2026 — a 3.3x return. This bet hinges on a sustained energy crisis and further economic decline.

Watch for signals from the NBER Business Cycle Dating Committee and major banks. Announcements from the Fed or changes in employment and GDP data from the BLS and BEA could shift market sentiment.

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Source: https://cryptobriefing.com/goldman-sachs-raises-us-recession-odds-to-30-by-2026-amid-oil-shocks/

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