Mateus Dibbo, head of investment strategy at Goldman Sachs in Europe, the Middle East and Africa, said that the Federal Reserve is likely to keep interest rates unchanged throughout 2026, and the risk of inflation will ease in the second half of this year. DiBeau said on Wednesday: “Obviously, the market is still raising interest rates, but we don't agree. We think the Federal Reserve will keep interest rates unchanged for the foreseeable future.” Dibo said that the higher inflation data at the beginning of the year was driven by oil prices, the World Cup, and tariffs, and there is currently little indication that inflation will spread across the board for the rest of 2026. He added that judging from trends in the real estate market, housing inflation is expected to decline. “We don't think wages will be a major source of inflationary pressure because the US labor market is far from booming.”

Mateus Dibbo, head of investment strategy at Goldman Sachs in Europe, the Middle East and Africa, said that the Federal Reserve is likely to keep interest rates unchanged throughout 2026, and the risk of inflation will ease in the second half of this year. DiBeau said on Wednesday: “Obviously, the market is still raising interest rates, but we don't agree. We think the Federal Reserve will keep interest rates unchanged for the foreseeable future.” Dibo said that the higher inflation data at the beginning of the year was driven by oil prices, the World Cup, and tariffs, and there is currently little indication that inflation will spread across the board for the rest of 2026. He added that judging from trends in the real estate market, housing inflation is expected to decline. “We don't think wages will be a major source of inflationary pressure because the US labor market is far from booming.”