Goldman Sachs: The Fed Is Likely to Resume the Easing Cycle This Fall

According to a report by Jinse Finance, Ashish Shah, Chief Investment Officer of Public Investing at Goldman Sachs Asset Management, stated that, as expected, Federal Reserve Governors Waller and Bowman emerged as dovish dissenters, while the majority of FOMC members prefer to wait and observe inflation trends over the summer. The data from the next two months will be crucial—if the inflationary pressures triggered by tariffs prove to be only temporary, we believe the Federal Reserve is likely to resume its easing cycle in the fall.