Goldman Sachs Projects September CPI Increase
- Goldman Sachs forecasts a 0.37% CPI rise for September.
- Market impact likely on inflation and asset prices.
- Tariffs, energy, food prices influence the forecast.
Goldman Sachs predicts a 0.37% increase in US headline CPI and a 0.36% increase in core CPI for September 2025, driven by rising food and energy costs.
These forecasts could influence monetary policy, potentially delaying Federal Reserve interest rate cuts, which may affect the cryptocurrency market by strengthening the US dollar and impacting major token prices.
Goldman Sachs anticipates a 0.37% rise in US CPI for September. This expectation is based on higher food, energy, and tariffs driving inflation. The analysis suggests a slight deviation from market consensus estimates.
The forecasts are attributed to the chief economists at Goldman Sachs. Although no statements were directly found from C-level leaders, the forecasts reflect the division’s established market insights.
The projected CPI increase could impact economic policies and markets. It is anticipated that sticky inflation may limit the prospects of Fed rate cuts, influencing the USD and US Treasuries. As Goldman Sachs Economists stated, “We expect a 0.37% increase in headline CPI (vs. +0.3% consensus), reflecting higher food (+0.35%) and energy (+0.6%) prices. This corresponds to a year-over-year rate of 2.9%.”
Financial shifts may occur, with heightened uncertainties gripping the crypto market. Despite no direct cryptocurrency references, historical data suggests CPI changes can cause market volatility and pressure on risk assets.
There is potential for broader financial repercussions as inflation pressures linger. Investors will likely pay attention to macroeconomic trends, given the current economic landscape and evolving monetary policies in the US.
Historical trends indicate that sticky CPI could negatively affect crypto prices by delaying rate cuts. This might support the USD and push US Treasuries lower. However, there are specifics missing on the precise crypto market response.
