Last mentioned: Mar 24, 2026
New Target
The current projected window for the Federal Reserve to begin lowering the federal funds rate.
Forecast Revision
Goldman Sachs officially moves its projected first cut date to September 2026.
Previous Target
The month originally anticipated for the start of the easing cycle passes without a cut.
Initial Forecast
Goldman Sachs and other major banks project the first rate cut as early as Q1 or Q2 2026.
Goldman Sachs has officially pushed back its forecast for the Federal Reserve's first interest rate cut from June to September 2026. This shift signals a 'higher-for-longer' interest rate environment that could delay the next major liquidity-driven surge in the cryptocurrency markets.
Circle Internet Group reported a massive earnings beat driven by a 72% surge in USDC circulation and $11.9 trillion in transaction volume. However, Goldman Sachs analysts have flagged hidden cost escalations in the company's 2026 outlook that could challenge long-term margin sustainability.
Eric Trump, co-founder of World Liberty Financial, has reaffirmed his long-term bullish outlook for Bitcoin, predicting a $1 million price target despite a significant market correction. Speaking to CNBC, the President's son characterized Bitcoin as the 'asset class of this generation' and emphasized its historical 70% average annual growth over the last decade.
This page surfaces every story mentioning Goldman Sachs across our crypto coverage. We track each entity's appearance over time so readers can trace how the narrative evolves — which developments are isolated incidents, which build into longer arcs, and which reframe how operators in the space think about the entity. Story selection uses the same multi-source verification gate applied across the rest of our coverage.
Read our editorial methodology for how we identify, deduplicate, and score entity references. Our glossary defines the technical terms used across stories on this page, and our trends index contextualizes individual developments against the longer-running crypto beat. Cross-entity comparisons live on our compare view.
| What you see | What it tells you |
|---|---|
| Story count | Number of distinct stories where Goldman Sachs was a primary or referenced actor. |
| Recency clustering | Whether mentions are concentrated in a recent window (a news cycle) or distributed (a sustained arc). |
| Sentiment distribution | Aggregate sentiment of the stories mentioning this entity, weighted by impact score. |
| Cross-niche links | When the same entity surfaces in our sibling networks, we link to those views to enrich context. |