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Morning Edition · Thursday, October 1, 2026Published at 1:49 AM EDT · New York
Goldman Sachs Pushes Its Next Fed Hike Call to December as Bitcoin's Inflation Pop Fades
August core inflation near 3 percent came in below expectations, but long-term Treasury yields did not fall and bitcoin gave back its move above 85,000 dollars.
Goldman Sachs moved its forecast for a second Federal Reserve interest-rate increase from October to December after the August reading of core personal consumption expenditures (PCE) inflation, the gauge the Fed watches most closely, came i…
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Inflation Reacceleration Reopens the Hiking Cycle
US core inflation prints keep coming in above consensus, forcing markets to price renewed Fed tightening rather than the cuts that underpinned 2025 risk-asset positioning, so each upside CPI surprise repeats the same transmission — higher front-end rates, a firmer dollar, and compressed multiples on long-duration and leveraged assets.
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