Report published September 27, 2026
Global Week Ahead: Goldman Sachs Central Bank and Macroeconomic Forecasts
Goldman Sachs · September 27, 2026
Goldman Sachs previews the week of September 28 – October 4, forecasting in-line rate decisions in Colombia and Australia and below-consensus US PCE inflation. Out-of-consensus projections include firmer French inflation and softer wage and inflation prints in the US, Japan, and Poland.
Read the remaining 4 pages
Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Key Takeaways
- 1.Central bank forecasts in Colombia (12.0%) and Australia (4.6%) are expected to be in line with consensus.
- 2.Goldman Sachs forecasts weaker-than-consensus US inflation indicators, predicting US PCE at 3.58% YoY and Core PCE at 3.17% YoY versus 3.7% and 3.3% consensus.
- 3.Out-of-consensus calls include higher-than-consensus France HICP YoY (3.2% vs. 3.1% consensus) and lower-than-consensus figures for US Average Hourly Earnings MoM (0.2%), Japan Tokyo Core CPI YoY (2.3%), and Poland CPI YoY (3.9%).
Table of Contents
- Global Week Ahead: September 28 – October 4
- Exhibit 1: Central Bank Policy Decisions
- Exhibit 2: Selected Global Indicators
- Exhibit 3: Most Out-of-Consensus Indicator Forecasts
- Exhibit 4: This Week's Data Releases and Forecasts
- Methodological Notes
Report data
Exhibit 4: This Week's Data Releases and Forecasts
| Metric | Estimate | Context |
|---|---|---|
| Colombia Minimum Repo Rate Forecast | 12.0% | Banco de la República policy rate forecast by GS, in line with consensus and prior level |
| Australia RBA Cash Rate Forecast | 4.6% | RBA Cash Rate forecast by GS, in line with consensus (4.6%) vs. last (4.35%) |
| US PCE YoY Forecast | 3.58% | GS forecast weaker than consensus (3.7%) and last (3.7%) |
| US Core PCE YoY Forecast | 3.17% | GS forecast weaker than consensus (3.3%) and last (3.34%) |
| France HICP YoY Forecast | 3.2% | GS forecast stronger than consensus (3.1%) and last (2.6%) |
Reports in this series
Global Week Ahead is shown in chronological order through this edition, published on September 27, 2026.
Part of the Global Week Ahead series — view all 14 editions
Looking for the latest edition? Global Week Ahead October 12 – October 18 (Oct 11, 2026)
Access the full report
And others from the leading tier 1 banks.
Free account: read previews and a daily allowance of full reports. Pro removes the daily limit.
Authors / Editors
Browse More
Related Reports
WUS: AI PCB Ramp up on Rising AI Server and Switch Demand; GM Improvement Driven by PCB Specification Upgrade
October 12, 2026
Europe Real Estate: 3Q26 Sector Preview
October 12, 2026
Japan Steel Works: Nikkei Report: Thales to Transfer 2R2M Mortar Production to JSW, Domestic Production to Start in 2027
October 12, 2026
The 720: China AI, CATL, HSBC, AIA, HK Ex, Inovance, Korea Banks, Largan, WUS, SG Banks, Shein
October 12, 2026
Americas Branded Consumer Goods: Apparel & Accessories: September Store Traffic Update
October 12, 2026