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![LanceRoberts Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::49958733.png) Lance Roberts [@LanceRoberts](/creator/twitter/LanceRoberts) on x 95.6K followers
Created: 2025-07-22 10:47:09 UTC

"...we estimate that real personal #consumption has now stagnated on net for six months, which rarely happens outside of #recession." - $GS

The weakness in consumption and housing has pushed down their tracking estimate for H1 real #GDP growth to 1.1%, about a percentage point below potential.

GS continued: "We expect a similar pace in H2, as the growing real income drag from tariff-related price increases offsets the boost from easier financial conditions."

![](https://pbs.twimg.com/media/GwdMGgXWYAAzlXf.jpg)

XXXXX engagements

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**Related Topics**
[gdp](/topic/gdp)
[$gs](/topic/$gs)
[goldman sachs](/topic/goldman-sachs)
[stocks financial services](/topic/stocks-financial-services)

[Post Link](https://x.com/LanceRoberts/status/1947609354997227775)