<div id="readability-page-1">Goldman’s cautious stance: Goldman Sachs expects rate cuts only by late 2026, citing persistent inflation, elevated energy prices, and a strong labor market. Citi’s narrower view: Citi argues inflation is limited to a few sectors and lacks the broad-based spread seen in past cycles, suggesting it may be temporary. Why it matters: The Fed’s policy path could hinge on whether inflation proves persistent or fades, shaping bond yields, mortgage rates, and investor strategies.</div>

花旗

GS-C

高盛

GS-A

GS-D

SPCX

<p>高盛和花旗在通胀问题上持有不同的观点，因为美联储正在考虑其下一步政策。高盛预计只有到 2026 年底才会降息，理由是通胀持续、高能源价格和强劲的劳动力市场。相反，花旗则认为通胀是行业特定且暂时的，缺乏广泛的传播。这一分歧突显了围绕美联储政策的不确定性，这将对债券收益率、抵押贷款利率和投资者策略产生重大影响</p>

Goldman and Citi split on inflation outlook as Fed weighs options

GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

SpaceX

GS Hldg R

CITIGROUP INC 6.250 NON CUM SER II PFD WI

高盛与花旗在通胀前景上存在分歧，美联储正在权衡其政策选项