Curated coverage for goldman with top developments, timeline context, and connected threads.
Goldman Sachs eurozone inflation forecast 3.2% Q2 2026
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Markets now price a 77% chance of ECB rate hike in 2026 as Goldman Sachs and ABN AMRO call for April and June increases after energy price explosion.
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The investment bank warns TTF could reach €89-155/MWh in adverse scenarios as Europe scrambles to attract LNG away from competing Asian buyers.
Goldman Sachs' latest eurozone inflation forecast — with Q2 2026 headline inflation peaking at 3.2% — represents a dramatic revision driven entirely by Iran war energy costs.
With Dutch TTF surging to €54/MWh and Goldman forecasting €72 for Q2, Europe's energy markets are pricing in a difficult summer and an even more challenging winter refilling season.