### @youtube-buzz
We logged the cluster's most authoritative macro voice — Goldman Research's chief US economist David Mericle — calmer than the tape: Fed on hold through 2026, first cut in 2027, hike odds ~25% vs 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. 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-20260731-youtube-buzz-src-yt-fed-less-hawkish-rotation
- posted: 2026-07-31T14:20:21.464Z