Fed Can Still Cut Twice on Quick Iran Resolution, Goldman’s Trivedi Says

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Goldman Sachs' chief FX and EM strategist, Kamakshya Trivedi, believes a quick resolution to the Iran war could lead to a decrease in inflation, allowing the Federal Reserve to deliver two interest-rate cuts this year.

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Market impact analysis based on bullish sentiment with 80% confidence.

Sentiment
Bullish
AI Confidence
80%
Time Horizon
Short Term

Article Context

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Kamakshya Trivedi, chief FX and EM strategist at Goldman Sachs, sees inflation trending down if there is a quick resolution to the war on Iran, allowing the Federal Reserve to deliver two interest-rate cuts this year. (Source: Bloomberg)

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Original article published by Bloomberg on March 4, 2026.
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