Goldman Sachs Moves RBA Rate Hike Forecast to September

The shift in Goldman's forecast suggests growing conviction that the RBA's tightening timeline is compressing, likely reflecting firmer inflation or labor market signals in the underlying data. This matters for Australian dollar and rate-sensitive assets, as earlier hikes would tighten financial conditions sooner than markets had priced. The key question is whether other major forecasters follow suit, which would reinforce the narrative of a more hawkish RBA and potentially reset expectations for the rate path ahead of the September meeting.