Допис

🚨 The market just got a reality check. Goldman Sachs no longer expects additional Fed rate cuts in 2026, pushing its final two projected cuts to June and December 2027 while raising the odds of a rate hike from 10% to 20%. The shift came after another strong jobs report: • May payrolls: 172K vs. 85K expected • April revised up to 179K • Unemployment steady at 4.3% According to Goldman, tariffs, elevated oil prices, and AI-driven demand could keep inflation stubbornly above 3%, making it difficult for the Fed to ease policy anytime soon. Markets are taking notice. CME data shows a 97% chance of no rate change in June, while gold tumbled nearly 3.5% after NFP, falling below $4,320 and erasing its YTD gains. Higher-for-longer is back on the table. 📉 #DailyOrbit