Goldman Sachs flips forecast, now sees September Fed rate hike
Why now
Thesis: Goldman flips to September Fed hike forecast, Reuters reports
Catalyst to watch: Fed September meeting and inflation prints
Main risk: Forecast reversal if data softens
Why it matters
Goldman flipping to a September Fed hike forecast signals a hawkish repricing of the policy path, which raises discount rates for risk assets.
Related assets & topics
Goldman Sachs · GSSources
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