30 June 2025 | 12:14PM EDT US Daily: Shifting to a September Cut and a Lower Terminal Rate (Mericle) Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Alec Phillips +1(202)637-3746 | alec.phillips@gs.com Goldman Sachs & Co. LLC David Mericle +1(212)357-2619 | david.mericle@gs.com Goldman Sachs & Co. LLC Ronnie Walker +1(917)343-4543 | ronnie.walker@gs.com Goldman Sachs & Co. LLC Manuel Abecasis +1(212)902-8357 | manuel.abecasis@gs.com Goldman Sachs & Co. LLC Elsie Peng +1(212)357-3137 ...

Stocks have marched higher, but what about the economic outlook. Our senior economics reporter Steve Leeman joins us right now. He's got a rapid update with how things are going.Steve, good morning. Good morning, Becky. Yeah, the economic outlook has brightened a bit, but it's not nearly as rosy as the market looks to be.Most forecasts still see tariff effects weakening growth and driving inflation higher, though both are somewhat less than they were in our prior forecast. the average of 15 forecasts on the ...

18 June 2025 | 8:32PM EDT US Daily: June FOMC Recap: Taking Higher Tariffs on Board, Cautiously (Mericle) Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Alec Phillips +1(202)637-3746 | alec.phillips@gs.com Goldman Sachs & Co. LLC David Mericle +1(212)357-2619 | david.mericle@gs.com Goldman Sachs & Co. LLC Ronnie Walker +1(917)343-4543 | ronnie.walker@gs.com Goldman Sachs & Co. LLC Manuel Abecasis n FOMC participants raised their inflation forecasts and lowered their GDP growth fore ...