Goldman Delays Fed Rate Cut Forecast to December
Goldman sees a strong chance the Fed will avoid further rate hikes, while Polymarket odds put 2026 rate cuts at zero.
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Goldman sees a strong chance the Fed will avoid further rate hikes, while Polymarket odds put 2026 rate cuts at zero.
The move brings yield-bearing cash management to institutional crypto firms without turning FTIXX into a blockchain-based fund.
Goldman expects corporate profit growth to slow rather than collapse, putting the focus on whether equity valuations can withstand weaker earnings momentum.
The pivot lands after the Fed lifted rates to 3.75%-4.00% and Chair Kevin Warsh called inflation too high, with traders pricing just over 50% odds of another 25bp move.
The call puts a 25 basis point increase back on the table, a hawkish signal for risk assets that had been pricing the tightening cycle as finished.
Months after dismissing the pitch, Goldman published research on Hyperliquid and hosted roughly 20 investors including Point72 and Citadel, pushing institutional interest past token exposure into the…
Thorne calls it 'the Wall Street wall of mirrors,' a hike to placate futures rather than respond to real inflation.
The $3.7T-asset Wall Street bank's call reframes next week's FOMC from a hold into a tightening event, putting risk assets and crypto back on a defensive footing.
The 10-day inflow streak gives the institutional-demand story persistence, while the $83M quarterly increase frames Goldman Sachs' position as part of broader accumulation.
Eleven sessions of net inflows and a $1.68B launch-to-date haul signal real bid for XRP, but the 13F roster is more market-making than conviction.
The names link XRP to established portfolio-allocation channels, while the quarterly 13F format makes persistence more important than a single list of holders.
The $88.1M position gives Solana investors a visible Wall Street signal, while 13F data offers a periodic snapshot rather than a live portfolio view.
A 30.6% chance of a September hike leaves most traders expecting no change, but Bitcoin's month-long $62,000–$66,000 range shows the macro tailwind has not yet produced a breakout.
Goldman already had a Bitcoin Premium Income ETF on file with the SEC since April. Buying Neos, with over $1B already in BTCI, lets it leapfrog BlackRock's BITA on day one rather than waiting out a…
The finding challenges an income-only view of consumer strength, showing why cash flow matters even among high earners.
A 78% haircut on a Goldman-issued structured note tied to Strategy (formerly MicroStrategy) crystallises the gap between equity-style upside bets and the credit risk underneath the bitcoin-treasury…
A Goldman analyst note flags a tail-risk path for Brent above $120 if Strait of Hormuz traffic stays disrupted, with the bank modelling an upside scenario through year-end rather than a base case.
Solomon's endorsement breaks with Dimon and other Wall Street CEOs fighting the bill's yield-bearing stablecoin provisions, and lands just as a possible Senate floor vote looms next week.
The endorsement from one of Wall Street's top CEOs adds institutional weight to a bill that would split SEC and CFTC oversight of crypto markets and define digital commodity status.
The bank lifted its Brent forecast ceiling to $120 from $110, framing the Strait of Hormuz as the swing variable for the rest of 2026 and a fresh inflation pulse into already-stretched consumer…