Multiple institutions look ahead to the Federal Reserve's SEP and dot matrix chart, paying attention to the policy stance of Federal Reserve Chairman Kevin Walsh
According to a report by JinShi, multiple institutions are forecasting the Federal Reserve's SEP and dot matrix. UBS is expected to raise its inflation forecast, Goldman Sachs expects interest rates to remain unchanged in 2026, Barclays expects interest rates to remain unchanged throughout 2026, Bank of New York Mellon is expected to cancel its expectation of a rate cut before the end of 2026, and Pacific Investment Management expects the dot matrix to shift towards a hawkish direction. Regarding whether Federal Reserve Chairman Kevin Walsh has submitted a personal forecast, Goldman Sachs, Capital Economics, TD Securities, and Bank of America do not expect him to submit it, JPMorgan expects him to submit it, and Jeffrey stated that Federal Reserve Chairman Kevin Walsh does not agree with forward guidance.