Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.
The Federal Reserve held rates steady while the Bank of Canada raised them. Goldman Sachs expects the next rate hikes in both the US and Europe in December, while also monitoring the US midterm elections and returns on AI investment.
Goldman Sachs ·
Fiscal easing and the AI boom have offset some of the impact of tariffs and the Middle East war, but Goldman Sachs believes renewed energy price increases, higher long-term interest rates and weakening AI-driven growth are putting downward pressure on global growth in 2027.
Goldman Sachs ·
US stocks fell as Treasury yields declined. BofA believes markets are worried about whether AI investment can be converted into profits. Risk aversion raises the bar for a Federal Reserve rate hike in October, but the energy shock and underlying inflation still support further tightening; the European Central Bank is more likely to wait, while the Bank of England faces more immediate pressure to act.
Bank of America ·
