"We are entering a new, 'postmodern' cycle in which inflation poses more risk than deflation," Goldman Sachs strategist Peter Oppenheimer said.

At the beginning of the year, Goldman Sachs predicted that the S&P 500 Index would rise to 5100 points by December, but then the bank lowered expectations to 4,700 points. Thus, analysts at Goldman Sachs expect the U.S. market to grow by 17% by the end of the year.

The bank's experts have chosen the most promising stocks with the highest growth potential in this cycle:

  • Adobe
  • AMD (Advanced Micro Devices)
  • Micron
  • Philip Morris
  • British American Tobacco