
Goldman Sachs sees 85% chance of Fed rate hike in September meeting
A Fed rate hike could tighten monetary policy, impacting interest-sensitive assets and shaping future market expectations significantly.

A Fed rate hike could tighten monetary policy, impacting interest-sensitive assets and shaping future market expectations significantly.

The anticipated rate hike may stabilize market sentiment, suggesting a cautious approach rather than a shift to aggressive monetary tightening.

The widening spreads in AI-related debt markets signal increased borrowing costs, potentially hindering smaller operators' growth and innovation.

Goldman Sachs now expects a 25bp Fed rate hike on Sept. 16 after August CPI kept annual inflation at 3.4% and futures odds reached 87%.

Banks including Goldman Sachs, Bank of America, Commerzbank, and HSBC have lifted their Brent crude forecasts due to ongoing Middle East shipping issues in the Strait of Hormuz.

Goldman Sachs abandoned its forecast that the Federal Reserve would hold rates through 2026 and now expects a 25-basis-point increase next week, days after a hotter-than-expected inflation print pushed hike odds above 86%. The Reversal As recently as July 31, Goldman Sachs was the loudest institutional voice arguing the Fed would sit still. The bank […]

Goldman Sachs' AI hub expansion in Bellevue signals a strategic shift towards tech-driven efficiency, potentially reshaping workforce dynamics.

Goldman Sachs gathered 50 Gen Z multimillionaire heirs for a two-week crash course on investing in sports, building confidence, and reading the news.

Diesel just broke $6 a gallon nationwide for the first time in U.S. history, and Jeff Currie says $5 gasoline is likely to land before midterms. The founder and CEO of Real Macro, who spent more than a decade running Goldman Sachs’ commodities research desk, told Bloomberg Television on Friday that the odds of average U.S. gasoline hitting $5 a gallon before the November midterms are “extremely high.” AAA data released the same day put the national diesel average at $6.0556, a record that’s up 14 percent in a month…
CFO Bret Johnsen told a Goldman Sachs conference on Thursday that SpaceX had clinched another major data center deal worth over $1 billion a month.

AI's long-term potential requires cautious optimism, as its economic impact may be less immediate and transformative than anticipated.

Renewed Houthi attacks on Saudi energy sites and U.S.-Iran clashes over the Strait of Hormuz have lifted Brent crude near $100 a barrel, prompting Goldman Sachs to raise year-end forecasts and outline a $120 scenario if disruptions persist.

Goldman Sachs is framing gold's sharp decline from January highs as an elongated pause in the bull run rather than a cycle top, citing Fed uncertainty and geopolitical disruptions while recommending buys near $4,000 ahead of the September FOMC.

Open AI models could democratize AI adoption, boosting demand for cloud infrastructure and enterprise tools, while raising dependency concerns.
Goldman Sachs says oil could hit $120 as Trump abandons diplomacy with Iran, escalating the risk of a wider war.
South Korea’s KOSPI index would need to climb roughly 74% to reach the level Goldman Sachs strategist Timothy Moe still expects. He is holding a 12,000 target set before the index lost a quarter of its value. Moe, the bank’s chief Asia Pacific equity strategist, published the call three months ago and has not revised

Goldman's bullish outlook on AI hardware demand may drive significant investment shifts, but regional disparities could widen economic gaps.

China's housing policy shift may deepen the property crisis, strain local government finances, and drive market consolidation favoring state-backed firms.

Goldman Sachs reaffirms a KOSPI target of 12,000, citing AI memory demand and projected earnings growth of 300-360% for South Korean stocks in

Goldman Sachs, Jane Street, and Millennium Management led disclosed spot XRP ETF holdings in second-quarter filings. Bloomberg Intelligence data showed known filers held $183.5 million in fund exposure representing about 176.4 million XRP. Goldman Sachs Leads XRP ETF Holder Rankings Institutional investors held $183.5 million across U.S. spot XRP exchange-traded funds (ETFs) at the end […]