Goldman Sachs
June 16, 2026
US TMT Quick Hits
Daily UpdateEquitiesRates Govt BondsConsumer DiscretionaryInformation Technology
This report provides a daily update on US TMT market performance, highlighting sector-specific volatility and investor sentiment ahead of the upcoming FOMC meeting.
Key Takeaways
- 1.Market sentiment remains balanced despite a late-day NDX pullback, with investors focusing on FOMC guidance and upcoming earnings from Accenture and Micron.
- 2.The FOMC is expected to keep the funds rate unchanged at the June meeting and potentially simplify its forward guidance.
Table of Contents
- GS US TMT .. quick hits ..
- Consumer relief
- Sign of the times
- Internet
- FOMC tomorrow
- Accenture (ACN) on Thursday
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Authors
Peter Callahan
Securities
ACNHOOD
Themes
Cyclical vs Defensive RotationFOMC Forward Guidance
Regions
GlobalUnited States