高盛：宏观研究最关注-美联储提前降息、美英财政政策、第二季度财报季

2 July 2025 | 4:33PM EDT What's Top of Mind in Macro Research: Earlier Fed cuts, US/UK fiscal policy, Q2 earnings season This week: Transcript Earlier Fed cuts We recently pulled forward our forecast for the next Fed rate cut to September from December as the very early evidence suggests that the tariff effects on consumer prices are a bit smaller than we expected, disinflationary pressures are coming through, and we suspect that Fed leadership shares our view that tariffs will only have a one-time price le ...