Benchmark

Goldman Says Tighter Conditions After Market Sell-Off Equates to Three Fed Hikes

Enough to keep the Fed at zero until at least December

Goldman Index Shows Market Volatility Doing Fed's Work

Lock
This article is for subscribers only.

Federal Reserve policy makers may take a pass on raising rates next week if they decide the market has already done the tightening for them.

The recent stock market sell-off, an increase in corporate borrowing costs and the rise of the dollar have contributed to a tightening of financial conditions roughly equivalent to three 25 basis-point hikes in the central bank's benchmark federal funds rate, according to a Goldman Sachs Group Inc. report published late Thursday in New York.

The Goldman Sachs Financial Conditions Index -- a measure that incorporates variables like stock prices, credit spreads, interest rates, and the exchange rate -- rose to the highest level in five years at the end of August amid the most acute phase of the turmoil.