1. Goldman Sachs: Expects the Federal Reserve to raise interest rates again in October.
2. Bank of America: Expects the Federal Reserve to raise interest rates in October and December respectively.
3. CITIC Securities: Expects the Federal Reserve to raise interest rates by another 25 basis points this year, and may hold rates steady next year.
4. Huatai Securities: The necessity for a Federal Reserve rate hike in October has decreased; a December rate hike is expected as the baseline scenario.
5. CICC: There is no fundamental basis for the Federal Reserve to raise interest rates continuously and significantly, unless oil prices subsequently spiral out of control.
6. DBS Bank: The Federal Reserve may raise interest rates twice more in this interest rate cycle—this year and in early 2027.
7. Macquarie Group: Expects the Federal Reserve to raise interest rates by another 50 basis points, 25 basis points each in December this year and the first quarter of 2027.
8. BlackRock: The market may be overinterpreting Warsh's wording. It is necessary to distinguish between the need to maintain the Federal Reserve's credibility and the commencement of a sustained rate hike cycle.
9. ING: This action is more like a one-off risk management rate hike. After completing this rate hike, the Fed is likely to enter a long observation period.
10. Westpac: We expect the Fed to implement a second rate hike this year to anchor market expectations, but the probability of a third rate hike is less than 50%. Rate cuts will not begin until 2028 at the earliest.
