Inflation: Goldman Sachs now forecasts CPI hitting 3.9% in early 2027, up from 3.3%, with a 3.1% print expected Tuesday. Interest Rates: Markets pricing a potential hike to 4% by year-end; ECB's rise to 2.5% adds pressure. Housing: Mortgage rates at a five-month high (5.67% two-year fix) as swap rates climb. Business Sentiment: Only 17% of firms increased investment in Q2, the lowest since the pandemic. The Bank of...
