Goldman Sachs, JPMorgan join forecasts for September Fed rate hike

  • Goldman Sachs, JPMorgan, HSBC, Deutsche Bank and UBS forecast a September Federal Reserve rate increase.
  • A Reuters poll found 86 of 101 economists expect a 25-basis-point increase.
  • A rate increase would raise the prime rate and consumer borrowing costs.

Goldman Sachs, JPMorgan, HSBC, Deutsche Bank and UBS expect the Federal Reserve to raise its policy rate by 25 basis points at its September 15-16 meeting after firmer August inflation data shifted economist and market expectations. A Reuters poll found that 86 of 101 economists expected an increase, which would lift the target range to 3.75%-4.00% and mark the first hike since July 2023. Fed funds futures assigned roughly a 90% probability to a September increase. August's Consumer Price Index rose 0.4% from the prior month and 3.4% year on year, while core CPI increased 0.3%, exceeding analyst expectations. A rate increase would also push up the prime rate, raising borrowing costs for many consumer loans, while savings-account rates may increase. Expectations of tighter monetary policy could weigh on Bitcoin in the short term by supporting the dollar and Treasury yields, potentially reducing demand for riskier assets.

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