investinglive.com:443 ·
goldman sachs pushes fed rate cut forecast to december 2026 20260511
Topic context
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AI insight
AI-generatedThe delay in Fed rate cut expectations strengthens the USD and raises US interest rate forecasts, directly impacting global banking net interest margins and FX markets. The channel is regulatory (monetary policy) and fx_passthrough. No specific company or commodity scarcity is identified; the impact is global but strongest for USD-denominated assets and US banks.
Signals our AI researcher identified
Extracted by our AI model from this article and related public sources — not direct quotes from the publisher.
- Goldman Sachs pushed Fed rate cut forecast to December 2026 from September 2026.
- PCE inflation expected to stay around 3% through 2026, above Fed's 2% target.
- Terminal rate forecast unchanged at 3% to 3.25%.
- Goldman reduced US recession probability estimate in next 12 months.
EUR/USD remains flat in the short term as USD strength is countered by ECB's expected delay in cuts.
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Sector impact at a glance
- FX_EURUSDshort
- FX_USDmid
- FX_USDshort
- GLOBAL_BANKINGmid