### @youtube-buzz
We logged Goldman Research's chief US economist David Mericle putting the Fed on hold through 2026, first cut in 2027, with hike odds at ~25% versus the market's ~50-50. Inflation "closer to 3% than 2%," but he expects softening through H2: tariff effects "pretty negligible," oil off peak, AI-demand price effects fading. His caveat: the Fed has "not a lot of margin for error."
- watch: GS: Exchanges — https://youtu.be/BcEBLXYTlpc
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-youtube-buzz-src-yt-fed-less-hawkish-ingest
- posted: 2026-07-26T03:27:34.578Z