Goldman’s Rosner Sees Decent Chance of Fed Rate Hike in July

MacroDigital Finance Impact 4
โดย Yahoo Finance·Read original
Summary · why it matters

Goldman Sachs Asset Management’s Lindsay Rosner said there is a decent chance the Federal Reserve hikes rates in July, calling new Chair Kevin Warsh’s debut surprisingly hawkish. Rosner put the odds of a July hike near 50/50, contingent on upcoming PCE and jobs data, as headline PCE ran at 3.77% in April, nearly two points above the 2% target. Energy inflation surged to 18.26% year over year in April, driven by oil’s jump from $60 to $102 per barrel, flipping a disinflationary tailwind into the Fed’s biggest headache. Goldman Sachs has pushed its expected rate cuts from late 2026 to late 2027, making the next PCE release the swing factor on whether July becomes a live hike meeting.

Impact on stocks 3

Financials▼ · 1 stocks
Goldman Sachs Group Inc
GS
▼ NegativeMonetaryrelevance

Goldman Sachs AM's Rosner sees decent chance of Fed rate hike in July, which would pressure financial conditions and Goldman's investment banking and trading revenues.

Artificial Intelligence▼ · 1 stocks
NVIDIA Corporation
NVDA
▼ NegativeMonetaryrelevance

Higher rates and hawkish Fed outlook could weigh on growth-sensitive tech stocks like NVIDIA, though not directly mentioned.

Energy▲ · 1 stocks
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