Published Sep 11, 2026, 11:04 PM ET · Updated 2 months ago · 1 source
Goldman now expects a 25bp Fed hike in September, driven by market pricing rather than inflation fundamentals
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Original Report
The FOMC will hike 25bp at the September meeting to avoid a negative market reaction from holding when markets price a nearly 90% chance of a hike, even though the CPI report did not materially change Goldman's fundamental inflation view.