ABOVE / HAWKISHBuy-side
Apollo
Higher for longerExpects persistent inflation and higher-for-longer rates; no discrete meeting or year-end target is public.
Read source · Jun 2026 ↗INSTITUTIONAL MACRO INTELLIGENCE
Market pricing.
House views.
One screen.
Compare current public macro calls from leading sell-side and buy-side institutions — with dates, sources and gaps made explicit.
AS OF31 JUL 2026PUBLIC SOURCES · MANUAL SNAPSHOT
MARKET BENCHMARKMarket: 1–2 hikes
Fed-funds futures moved sharply hawkish in July. The dashboard treats market pricing separately from economists’ modal house view.
Open benchmark ↗MONETARY POLICY / 18-FIRM VIEW MAP
Fed path through Dec 2026
Modal view Above / hawkish Below / dovish
VIEW DISTRIBUTION
Percentages use only explicit, comparable public calls in the current set. Qualitative views, unmatched horizons and firms without a verified public call stay visible in the table but are excluded from the calculation.
SORT:
RATIONALE & SOURCE
ApolloBuy-sideJun 2026Higher for longer
Expects persistent inflation and higher-for-longer rates; no discrete meeting or year-end target is public.2026 Mid-Year Outlook ↗
Bank of AmericaSell-side27 Jul 2026Hold
Latest reported base case remains unchanged rates, while acknowledging a meaningful hike risk.Reuters Fed preview ↗
BarclaysSell-side4 May 2026Hold
Forecasts the Fed holding rates through 2026; this is a public Reuters report of the house call.Reuters / Barclays forecast ↗
BlackRockBuy-sideJul 2026Hold
Market hike odds look aggressive; easing energy should keep the Fed paused longer.Advisor Outlook ↗
BlackstoneBuy-side—No public call
No current, theme-specific public call has been verified. The firm remains visible so the coverage gap is explicit.
BNP ParibasSell-sideJul 20261 hike
One 25bp hike expected in December; further hikes considered unlikely.Fixed Income Focus ↗
BridgewaterBuy-side—No public call
No current, theme-specific public call has been verified. The firm remains visible so the coverage gap is explicit.
CitadelBuy-side27 Jul 20261 hike
Citadel Securities called for a surprise 25bp hike at the July meeting, citing inflation credibility.Latest Fed call ↗
CitiSell-side23 Jul 20262 cuts
Citi continues to expect cuts rather than hikes. Its public midyear path puts the year-end upper bound at 3.25%, implying two 25bp cuts.Research @ Citi ↗
Deutsche BankSell-side24 Jun 2026Hold
Hold is the base case, with tightening a risk if inflation persists.Midyear Macro Outlook ↗
Goldman SachsSell-side21 Jul 2026Hold
Rates unchanged in 2026; next cuts expected in 2027.US Midyear Outlook ↗
HSBCSell-side1 Jul 2026Hold
Federal-funds target range expected to stay steady through 2026 and 2027.Investment Monthly ↗
J.P. MorganSell-sideJul 2026Hold
Target range held at 3.50–3.75% through year-end.Midyear Economic Outlook ↗
Morgan StanleySell-sideJul 2026Hold
Expects no change this year despite market pricing for at least one hike.Fed Rate Pause ↗
PIMCOBuy-side20 Jul 2026Hold
Baseline is steady policy through 2026 as inflation gradually eases.PIMCO Perspectives ↗
Standard CharteredSell-side17 Jul 2026Hold
Soft inflation and easing energy pressure support a year-end hold.Weekly Market View ↗
UBSSell-side27 Jul 2026Hikes over-priced
Says current market conviction around hikes over the coming year is too aggressive.House View Briefcase ↗
Wells FargoSell-side11 Jun 2026Hold
Says the case for rate hikes is not compelling and expects a cautious, wait-and-see Fed.US Economic Outlook ↗
CONVICTION AT THE EDGES
Divergent views
ABOVE / HAWKISHSell-side
BNP Paribas
1 hikeOne 25bp hike expected in December; further hikes considered unlikely.
Read source · Jul 2026 ↗ABOVE / HAWKISHBuy-side
Citadel
1 hikeCitadel Securities called for a surprise 25bp hike at the July meeting, citing inflation credibility.
Read source · 27 Jul 2026 ↗BELOW / DOVISHSell-side
Citi
2 cutsCiti continues to expect cuts rather than hikes. Its public midyear path puts the year-end upper bound at 3.25%, implying two 25bp cuts.
Read source · 23 Jul 2026 ↗BELOW / DOVISHSell-side
UBS
Hikes over-pricedSays current market conviction around hikes over the coming year is too aggressive.
Read source · 27 Jul 2026 ↗RESEARCH UNIVERSE
18-firm coverage list
J.P. MorganSell-sideCurrent public view
Goldman SachsSell-sideCurrent public view
CitiSell-sideCurrent public view
BarclaysSell-sideCurrent sourced view
Deutsche BankSell-sideCurrent public view
BNP ParibasSell-sideCurrent public view
HSBCSell-sideCurrent public view
Standard CharteredSell-sideCurrent public view
Morgan StanleySell-sideCurrent public view
Bank of AmericaSell-sideCurrent sourced view
Wells FargoSell-sideCurrent public view
UBSSell-sideCurrent public view
BlackRockBuy-sideCurrent public view
PIMCOBuy-sideCurrent public view
BlackstoneBuy-sideCurrent public view
BridgewaterBuy-sideNo public numeric target
CitadelBuy-sideCurrent sourced view
ApolloBuy-sideCurrent public view
A firm remains in the universe even when no recent primary public call is available. Private research can be added later from documents you provide; until then, the dashboard will not infer or fabricate a position.