2026-01-12 19:42:38

Major shift in Fed expectations: Goldman Sachs now projects 25 basis point rate cuts arriving in June and September, moving away from their earlier March-June timeline. This recalibration of monetary policy forecasts matters significantly for risk assets. The delayed cutting schedule reflects updated inflation assessments and economic conditions, reshaping how traders should position around central bank decisions and broader macro cycles.

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MaticHoleFiller

· 01-15 19:16

Oh no, starting the switch in June? I was thinking it would bottom out by March. Now I have to wait another three months. I really need to adjust my mindset.

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CexIsBad

· 01-12 23:40

Another delay in interest rate cuts. I'm tired of this routine. Let's see if GS's prediction this time is reliable or not.

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ProveMyZK

· 01-12 20:12

Pushing it back again? After all this, we still have to wait until June to switch. The Federal Reserve really knows how to keep us on the edge of our seats.

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NervousFingers

· 01-12 20:12

Hey, Goldman has changed its tune again. Can this delay really save the market this time? I doubt it.

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LiquidationHunter

· 01-12 20:12

Damn, interest rate cuts only in June and September? If that's the case, my short positions are going to blow up.

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BoredRiceBall

· 01-12 20:05

Haha Goldman has changed its stance again, these people are more unpredictable than I am Wait, delay to June or September? How to play in the short term now, the bullish trend must be held tightly Feels like every time before the central bank decision, I have to recalculate everything. Such a hassle --- Wow, from March to June, the adjustment range is quite large --- So now should I hold onto US bonds or gamble on risk assets? This rhythm really has me confused --- Oh my, expectations have been revised again and again. I need to adjust my positions --- See you in June. Hopefully, inflation will truly stabilize by then, or else this forecast will be wrong again

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All-InQueen

· 01-12 20:04

Oh no, Goldman Sachs has changed its stance again, pushing it back... The market keeps messing with people's emotions. --- Will interest rate cuts start in June? It feels like we're always waiting, always disappointed. --- With such unpredictable expectations, how can I dare to hold a heavy position? --- Delay in rate cuts, how should risk assets be played... Need to recalculate again. --- Every time the central bank moves, predictions have to be revised. I can't keep up with the rhythm. --- March to June, Goldman won't change this time, right... Who knows. --- Wait and see, the most accurate indicator is still inflation data; predictions are all虚的. --- Two months delay, should I continue to hold at this position now?

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ContractHunter

· 01-12 19:54

Interest rate cut in June? Yeah right, I have to wait. If the market keeps messing around like this, I might vomit blood.

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