Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike
Published . Updated .
Morgan Stanley late on Monday joined Wall Street rival Goldman Sachs in changing its call from the Federal Open Market Committee leaving rates unchanged to the U.S. central bank hiking interest rates.
Directly affected
Indirectly affected
- TLT iShares 20+ Year Treasury Bond
Long-term bonds move when yields change
- IEF iShares 7-10 Year Treasury Bond
Treasury bonds move when yields change
- SHY iShares 1-3 Year Treasury Bond
Short-term bonds move when the Fed changes rates
- SPY SPDR S&P 500
Stocks move when the Fed changes the rate path
- JPM JPMorgan Chase
Bank profits move with lending and interest rates
- BAC Bank of America
Bank profits move with lending and interest rates
- XLF Financial Select Sector SPDR
A fund of financial companies
- KRE SPDR S&P Regional Banking
Regional banks are sensitive to interest rates
- ALLY ALLY FINANCIAL INC
GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- BMO BANK MONTREAL MEDIUM
GA selected BMO as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Morgan Stanley late on Monday joined Wall Street rival Goldman Sachs in changing its call from the Federal Open Market Committee leaving rates unchanged to the U.S. central bank hiking interest rates.
Source: MarketWatch
Goldman Sachs Group (GS) since this story, compared with the market
Since the first closing price after “Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike,” Goldman Sachs Group (GS) is -6.70%. The S&P 500 fund (SPY) is +1.66% over the same days, a -8.36% difference versus the market.
Filings that name Goldman Sachs Group (GS) around 15 Sep 2026
- Maria Elvira Salazar sell Goldman Sachs Group (GS) ($1,001 - $15,000). That is 9 days after publication, inside 30 days. The filing is listed beside the story “Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike.”
- Rohit Khanna sell Bank Of America (BAC) ($1,001 - $15,000). That is 6 days before publication, inside 30 days. The filing is listed beside the story “Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike.”
- Michael Rulli buy Goldman Sachs Group (GS) ($1,001 - $15,000). That is 12 days before publication, inside 30 days. The filing is listed beside the story “Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike.”
- Gilbert Cisneros buy Goldman Sachs Group (GS) ($1,001 - $15,000). That is 20 days before publication, inside 30 days. The filing is listed beside the story “Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Goldman Sachs Group (GS)
Companies carried with this story
- GS Goldman Sachs Group
Goldman Sachs Group (GS) is linked, with no stored direction, high confidence in the 15 Sep 2026 story “Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike.” Reason on file: The reported development directly names GOLDMAN SACHS GROUP INC in the headline; GA resolved that company to GS
- MS Morgan Stanley
For “Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike,” Morgan Stanley (MS) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names MORGAN STANLEY in the headline; GA resolved that company to MS
- ALLY Ally Financial
In “Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike,” Ally Financial (ALLY) is linked, with no stored direction, medium confidence. Reason on file: GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BAC Bank Of America
In “Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike,” Bank Of America (BAC) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAC as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BMO Bank Of Montreal /Can/
Bank Of Montreal /Can/ (BMO) is linked, with no stored direction, medium confidence in the 15 Sep 2026 story “Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike.” Reason on file: GA selected BMO as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CM Canadian Imperial Bank Of Commerce /Can/
In “Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike,” Canadian Imperial Bank Of Commerce /Can/ (CM) is linked, with no stored direction, medium confidence. Reason on file: GA selected CM as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CRBG Corebridge Financial
Corebridge Financial (CRBG) is linked, with no stored direction, medium confidence in the 15 Sep 2026 story “Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike.” Reason on file: GA selected CRBG as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- EFC Ellington Financial
For “Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike,” Ellington Financial (EFC) is linked, with no stored direction, medium confidence. Reason on file: GA selected EFC as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Goldman Sachs Group (GS)
On 15 Sep 2026, “Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike” is the story that connects Goldman Sachs Group (GS) to this story.
What ties Goldman Sachs Group (GS) to the headline is this: The reported development directly names GOLDMAN SACHS GROUP INC in the headline; GA resolved that company to GS
Morgan Stanley (MS) is here too. Its reason reads: The reported development directly names MORGAN STANLEY in the headline; GA resolved that company to MS
Price levels for Goldman Sachs Group (GS)
ALLY traded between 36.18 and 40.33 across 20 sessions. The latest close on file is 37.53. GS traded between 859.56 and 967.15 across 20 sessions. The latest close on file is 875.50. MS traded between 176.46 and 205.76 across 20 sessions. The latest close on file is 178.53.
How strong the case is around Goldman Sachs Group (GS)
46 out of 100
“Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.