Goldman Sachs is doubling down on its call for a December rate cut as labor market cracks widen, urging investors to stay overweight equities and buy market dips ahead of further policy easing in 2026.
On Monday, Goldman Sachs chief economist Jan Hatzius said the delayed September jobs report "may have sealed a 25bp cut at the December 9–10 FOMC meeting," especially after New York Fed President John Williams called for "a further adjustment in the near term."
