Goldman Sachs is sending a bullish signal to its clients about the US economy. The investment bank's latest call? Load up on consumer stocks—nicotine products, energy drinks, candy makers—as indicators of a coming party in the American market.

What's this really saying? When institutional money starts pushing consumption plays, it typically reflects confidence in consumer spending power. The timing matters too. These picks suggest Goldman sees disposable income flowing and sentiment shifting toward discretionary spending.

For market participants watching macro trends, this kind of institutional positioning is worth tracking. Whether it's traditional equities or crypto valuations driven by macro cycles, understanding where the big money is rotating gives you a frame for what's coming next in risk appetite.