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News · ▼ Bearish · 1 source confirmed · 2026-09-28 04:45 UTC

Goldman Sachs Sees Inflation’s Last Two Tricks Before Year- End

Why now

Thesis: Late-cycle inflation risk keeps Fed cautious

Catalyst to watch: CPI and PCE prints versus forecasts

Main risk: Opinion piece, not a data release

Why it matters

Goldman framing of late-cycle inflation dynamics implies sticky price pressure and rate risk for risk assets.

Related assets & topics

Goldman Sachs · GSInflationTreasury Bonds

Sources

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