Goldman Sachs: Federal Reserve expected to resume easing cycle in autumn
2025-07-30 18:25:31
Ashish Shah, chief investment officer at Goldman Sachs Asset Management Public Investment, said that as expected, two Fed governors, Waller and Bowman, became dovish dissidents, while most FOMC members preferred to wait and see the summer inflation trend. Data over the next two months are crucial - if tariff-induced inflationary pressures prove to be only temporary, we think the Fed is on track to resume the easing cycle in the autumn.
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