Goldman Sachs Reports 10% CS Enrollment Drop, US Gas Prices Fall Below $4
GS•Enrollment in computer science and programming majors fell over 10% in 2025-2026, while healthcare and engineering fields saw about 3% gains, based on Goldman Sachs analysis. Meanwhile, US gas prices slid below $4 per gallon due to Iranian export declines, easing consumer costs and affecting energy trading.
1. Enrollment Trend Analysis
Goldman Sachs economists analyzed college major choices and found that fields linked to low AI displacement risk, notably healthcare and engineering, saw a 3% enrollment increase in the 2025-2026 academic year, while computer science and programming majors each declined by over 10%. This shift underscores student responses to labor demand and recent employment and wage growth trends.
2. Gas Price Decline Impact
US retail gasoline prices dropped below $4 per gallon as Iranian oil exports slumped, relieving supply constraints. The reduced fuel costs could bolster consumer discretionary spending and influence energy trading volumes, with potential effects on trading desks at institutions like Goldman Sachs.
