Kazimir (ECB) confirms the direction of rate cuts but conditions each step on data. Goldman anticipates a persistently restrictive Warsh Fed. The Fed/ECB divergence is emerging as the key macro theme of the summer-with direct implications for EUR/USD and peripheral bonds.
Jun 25, 2026 at 03:01 8 8
Goldman Sachs revises upward its Fed Funds forecast for 2026, confirming that Kevin Warsh is steering U.S. monetary policy with a structurally more restrictive philosophy than Powell. The implications for long-term rates, the dollar, and equity valuations are profound.
Jun 24, 2026 at 18:35 12 11
Goldman Sachs raises its target on Foxconn Industrial Internet as ASE Technology expands its capabilities. In the data center supply chain, assemblers and packaging foundries are gaining ground.
Jun 24, 2026 at 18:04 11 9
Goldman Sachs revises its Fed scenario upwards following Kevin Warsh's first public signals: reaffirmed independence, key interest rates remaining high beyond 2026, and acknowledged dissent with the White House. Markets urgently reprice a later pivot-and Goldman adjusts its models accordingly.
Jun 24, 2026 at 10:00 10 8
Six days after his first FOMC meeting, Kevin Warsh is making his monetary mark-and Goldman Sachs is beginning to quantify the consequences for the interest rate trajectory.
Jun 23, 2026 at 21:45 6 4
