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Fed May Extend Operation Twist, Grow Balance Sheet, Goldman Says

The Federal Reserve is expected to start a new asset purchase program at a meeting this week, Goldman Sachs Group Inc. (GS) chief economist Jan Hatzius said.

The Fed may expand its balance sheet, extend its so-called Operation Twist and/or lengthen its short-term interest rate guidance beyond late 2014, Hatzius said in an e-mailed report to clients today.

“A decision not to ease is tantamount to a tightening,” he said. “At this point we’d be quite surprised if we saw no easing.''

The Fed committee is expected to lower its forecast for real economic growth and raise its forecast for the unemployment rate “significantly,” Hatzius said.

To contact the reporter on this story: Mark Bentley in Istanbul at mbentley3@bloomberg.net

To contact the editor responsible for this story: Benjamin Harvey at bharvey11@bloomberg.net

Enlarge image Goldman Sachs Chief Economist Jan Hatzius

Goldman Sachs Chief Economist Jan Hatzius

Goldman Sachs Chief Economist Jan Hatzius

Jonathan Fickies/Bloomberg

Jan Hatzius, chief U.S. economist at Goldman Sachs Group Inc.

Jan Hatzius, chief U.S. economist at Goldman Sachs Group Inc. Photographer: Jonathan Fickies/Bloomberg

June 19 (Bloomberg) -- Goldman Sachs Asset Management Chairman Jim O'Neill talks about the outlook for monetary policy at the European Central Bank and Federal Reserve. He also discusses the Chinese economy with Manus Cranny on Bloomberg Television's "Last Word." (Source: Bloomberg)

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