#GoldmanSeesNoSeptHike

Fed hike odds gone. Rate cut priced in. Oil back to $88. $BTC still $63k. $ETH can't hold $1,900. The setup everyone begged for is finally here and crypto is still asleep at 63k.

NOW: Emerging-market currencies have hit a record high as cooling Fed rate hike bets fuel demand for risk assets. $BSB

A September Fed hold may be the base case, but the more important signal is why that view has strengthened. July retail sales fell 0.6% month over month, nonfarm payrolls dropped by 23,000, and both CPI and PPI eased. Together, those readings point to softer demand, employment and inflation rather than one isolated weak print. With market-implied odds of a hold near 69%, conviction is meaningful but not settled. My read: incoming jobs and inflation data now matter less for confirming the consensus than for testing how quickly it could unravel. #GoldmanSeesNoSeptHike

GOLDMAN SACHS SAYS A SEPTEMBER FEDERAL RESERVE RATE HIKE IS VERY UNLIKELY AS INFLATION SHOWS SIGNS OF EASING.

Goldman Sachs says a September Federal Reserve rate hike is very unlikely as inflation shows signs of easing.

Goldman Sachs says a September Federal Reserve rate hike is very unlikely as inflation shows signs of easing.

Decrypt just spittin' facts Prediction Markets Give the Fed 74% Odds of Standing Pat in September

IMPORTANT: 🇺🇸 FED is not expected to hike interest rate in Septebmer Odds have jsut dropped below 29% for the first time after the previous FOMC meeting This is good news for markets!!

New report: The Balance of Risks (August 2026). My read stays late-cycle, not the end of it. Base case into Q4 is a midterm correction that resolves into recovery, with energy forcing another Fed hike the bigger risk, not a dovish pivot.