Goldman Sachs SELL

Global Week Ahead August 24 – August 30

Aug 24, 20268 pages

From the report报告摘录South Korea Rate Cut: 2.75% forecast vs consensus 3.0%, signaling potential policy shift ahead of US PCE data.

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

Economics Research 23 August 2026 | 10:04PM EDT

Global Week Ahead: August 24 – August 30

We highlight our Economics teams’ forecasts of central bank decisions and economic data Jan Hatzius | for the coming week, including our most out-of-consensus views. Goldman Sachs & Co. LLC

Joseph Briggs n Central bank meetings: Central bank meetings: Central banks in Thailand, | Philippines, South Korea, Hungary are scheduled to meet this week. Goldman Sachs & Co. LLC

Sarah Dong o Our forecasts are weaker than consensus in: | Goldman Sachs & Co. LLC § South Korea (GS: 2.75%, consensus: 3.0%, last: 2.75%). Megan Peters | o Our forecasts are in line with consensus in: Goldman Sachs International

§ Thailand (GS: 1.0%, consensus: 1.0%, last: 1.0%), § Philippines (GS: 5.0%, consensus: 5.0%, last: 4.75%), § Hungary (GS: 5.5%, consensus: 5.5%, last: 5.75%).

n Key global indicators: The main key global indicator this week is US PCE.

n Our most out-of-consensus forecasts for the week: We have several out-of-consensus views (where our forecast differs from consensus by at least one standard deviation of the historical surprise) for other indicators this week: o We are most above consensus on: § France HICP yoy (GS: 2.7%, consensus: 2.6%, last: 2.4%), § Japan CPI Tokyo ex. Fresh Food yoy (GS: 1.8%, consensus: 1.7%, last: 1.7%), § Mexico Economic Activity Indicator yoy (GS: 2.8%, consensus: 1.9%, last: 1.11%), § Brazil Unemployment Rate (GS: 5.3%, consensus: 5.4%, last: 5.4%), § Brazil FGV Inflation IGP-M MoM (GS: -0.28%, consensus: -0.34%, last: -1.16%), § Brazil FGV Inflation IGP-M yoy (GS: 2.1%, consensus: 2.05%, last: 2.76%), § Mexico Biweekly CPI yoy (GS: 3.31%, consensus: 3.24%, last: 3.14%).

Our economics teams’ week ahead publications: Please refer to our macro teams’ week ahead publications in the US, Europe, Japan, Australia and New Zealand, Asia-ex Japan, CEEMEA, and LATAM for more details on the upcoming data releases and our forecasts.

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to

Goldman Sachs Global Week Ahead

Global Week Ahead: August 24 – August 30

Exhibit 1: Central Bank Policy Decisions

*Market pricing as of Friday close. See below for the methodology we use to compute market pricing.

Source: Goldman Sachs Global Investment Research, Bloomberg, Haver Analytics

Exhibit 2: Selected Global Indicators

*Scores are calculated as the difference between GS forecast and Bloomberg consensus, normalized by the historical standard deviation of actual data print minus Bloomberg consensus forecast.

Source: Goldman Sachs Global Investment Research, Bloomberg

Read the full report + PDF阅读全文与 PDF

The full summary (4 key points) and the original Goldman Sachs PDF are for MastermindX Pro members. 完整摘要(4 个要点)与 Goldman Sachs 原始 PDF 为 MastermindX Pro 会员专享。

Read on MastermindX前往 MastermindX 阅读

Related institutional research相关机构研报

Not investment advice. MastermindX hosts third-party institutional research for reference and education; ratings and views are the authors', not ours. Browse the full Research Vault → 非投资建议。MastermindX 仅收录第三方机构研究,供参考与学习;其中评级与观点均属作者本人。浏览完整研报库 →