Goldman's top catch-up stocks to play growth in 2026
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Goldman Sachs highlights cyclical stocks as potential catch-up plays for 2026 growth, noting markets are underpricing stronger economic acceleration. Consumer stocks and nonresidential construction companies are lagging. Key stocks include Steel Dynamics, Commercial Metals, and Nucor, among others, with varying YTD returns. Goldman projects 2.5% GDP growth, above consensus forecasts.
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