<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>高盛和花旗在通脹問題上持有不同的觀點，因為美聯儲正在考慮其下一步政策。高盛預計只有到 2026 年底才會降息，理由是通脹持續、高能源價格和強勁的勞動力市場。相反，花旗則認為通脹是行業特定且暫時的，缺乏廣泛的傳播。這一分歧突顯了圍繞美聯儲政策的不確定性，這將對債券收益率、抵押貸款利率和投資者策略產生重大影響</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

高盛與花旗在通脹前景上存在分歧，美聯儲正在權衡其政策選項