Sep 15, 2026, 9:05 AMFederal Reserve and Monetary Policy
Morgan Stanley Joins Goldman Sachs in Last-Minute Fed Rate-Hike Forecast
Morgan Stanley joined Goldman Sachs in switching from a Fed hold call to a rate-hike forecast late Monday, a limited MarketWatch RSS feed summary said.
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Summary
Morgan Stanley late Monday changed its Federal Open Market Committee forecast from unchanged interest rates to a rate hike, joining Wall Street rival Goldman Sachs. MarketWatch reported the shift in a feed summary published September 15, 2026.
The source provided limited detail. It did not specify the expected increase, the relevant FOMC meeting, either bank’s reasoning, or when Goldman Sachs changed its forecast. The next material event is the Federal Reserve’s rate decision.
Positives
- Morgan Stanley and Goldman Sachs now share the same directional forecast for a Federal Reserve rate increase.
- Goldman Sachs had already moved to a hike call before Morgan Stanley followed late Monday.
- Both firms abandoned unchanged-rate forecasts, giving investors a clearer view of their latest FOMC expectations.
Risks & concerns
- Morgan Stanley’s late switch from a hold forecast highlights uncertainty immediately before the Federal Reserve decision.
- The limited feed summary did not specify the expected rate increase or identify the relevant FOMC meeting.
- MarketWatch provided no rationale, probabilities, or market implications for either bank’s changed forecast.
Primary sourceMarketWatch.com - Top Storieshttps://www.marketwatch.com/story/morgan-stanley-joins-goldman-sachs-in-11th-hour-switch-to-forecasting-a-fed-hike-c7597bda?mod=mw_rss_topstories
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