Is Goldman Sachs Right About the Fed Rate Cut Forecast? episode artwork

EPISODE · May 14, 2026 · 41 MIN

Is Goldman Sachs Right About the Fed Rate Cut Forecast?

from Investtalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Major Wall Street banks are now pushing back their expectations for Federal Reserve rate cuts as inflation risks and jobs data complicate the picture. We discuss what a longer wait for rate relief means for your bond portfolio, mortgage, and stock valuations.Today's Stocks & Topics: Golar LNG Limited (GLNG), Market Wrap, Bentley Systems, Incorporated (BSY), Jacobs Solutions Inc. (J), MercadoLibre, Inc. (MELI), Is Goldman Sachs Right About the Fed Rate Cut Forecast?, Autodesk, Inc. (ADSK), Newmont Corporation (NEM), VanEck Gold Miners ETF (GDX), Rio Tinto Group (RIO), Schwab U.S. Dividend Equity ETF (SCHD).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

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Is Goldman Sachs Right About the Fed Rate Cut Forecast?

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This episode is 41 minutes long.

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This episode was published on May 14, 2026.

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Major Wall Street banks are now pushing back their expectations for Federal Reserve rate cuts as inflation risks and jobs data complicate the picture. We discuss what a longer wait for rate relief means for your bond portfolio, mortgage, and stock...

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