Goldman Sachs warns a hotter CPI could push the Fed back to a hawkish stance, jolting rate‑cut bets and pressuring Bitcoin and major altcoins.
Summary
Goldman Sachs’ Kay Haigh says resilient growth wi...

<div><div>
<p>Goldman Sachs warns a hotter CPI could push the Fed back to a hawkish stance, jolting rate‑cut bets and pressuring Bitcoin and major altcoins.</p>
<adv/><div>
<div><span>Summary</span></div>
<div>
<ul>
<li>Goldman Sachs’ Kay Haigh says resilient growth will push the Fed’s focus back toward inflation risks, not just jobs data.<a href="https://crypto.news/wp/wp-admin/post-new.php">​</a>
</li>
<li>A stronger‑than‑expected CPI on Friday could cut the odds of two rate cuts this year and reprice risk assets, from US stocks to <span>$BTC</span> and <span>$ETH</span>.​</li>
<li>Bitcoin, Ethereum, <span>$XRP</span> and Solana already trade choppy as crypto markets function as a leveraged macro bet on the Fed’s reaction function.</li>
</ul>
</div>
</div>
<p>Goldman Sachs Asset Management is warning that this week’s US inflation print could flip the Federal Reserve back toward a harder line, just as markets were starting to price in a smoother easing cycle.</p>
<adv/><h2>Fed reaction function: jobs vs. inflation</h2>
<p>Speaking after stronger‑than‑forecast non‑farm payrolls, analyst Kay Haigh said there are “some initial signs of a tightening labor market, but there is still a way to go before it is fully tightened.” In other words, employment is cooling at the margins, yet not nearly enough to remove the <a href="https://crypto.news/dow-inches-higher-sp-500-caps-best-may-since-1990/">Fed’s inflation anxiety.</a></p>
<p>With growth still surprising to the upside, Haigh argues that “given the economy’s continued performance exceeding expectations, the FOMC’s focus will shift to the inflation situation.” Goldman Sachs’ base case still assumes “there is room for two more rate cuts by the Federal Reserve this year,” but Haigh adds a key caveat: if Friday’s CPI “unexpectedly rises, it may tilt the Federal Reserve towards a more hawkish stance.” For rate‑sensitive assets, that is the line that matters.</p>
<div>
<span> You might also like: </span> US adds 130,000 jobs in January, beating forecasts despite massive payroll revisions</div>
<h2>Macro risk and digital assets</h2>
<p>The macro backdrop is already bleeding into crypto pricing. Bitcoin (<span>$BTC</span>) is trading near $66,700, having slipped back below the psychologically important $67,000 zone after a run of liquidations. On crypto.news’ price board, Bitcoin (<span>$BTC</span>) is quoted around $68,614, with a 24‑hour range between roughly $67,960 and $70,504 on about $44.2B in turnover.</p>
<p>Ethereum (<span>$ETH</span>) changes hands close to $1,946, with a 24‑hour low near $1,943 and a high around $2,042, as roughly $17.4B in volume crosses the tape. <span>$XRP</span> trades near $1.37, down about 4.3% on the day, after posting a 24‑hour high of $1.43 and a low of $1.36. Solana (SOL), another high‑beta proxy on liquidity conditions, is indicated around $81.52, lower by roughly 3.7% over the last 24 hours.</p>
<p>This choppy tape underlines Haigh’s point: digital assets remain a leveraged bet on the Fed’s reaction function. If CPI forces policymakers to re‑embrace a tougher stance, traders expecting a gentle glide path of “two more cuts” may find that risk assets, from US equities to <span>$BTC</span> and <span>$ETH</span>, have been positioned one step too far in front of the data.</p>
<div>
<span> Read more: </span> Ault Capital Group unveils Ault Blockchain public testnet</div>

</div></div>

Goldman Sachs flags inflation risk that could derail Fed’s rate-cut path

高盛警告稱，CPI走高可能促使聯準會重回鷹派立場，衝擊降息預期，並給比特幣和主要山寨幣帶來壓力。

摘要：高盛分析師凱·海格表示，強勁成長將…

<div><div><p>高盛警告稱，CPI 走高可能會促使聯準會重回鷹派立場，衝擊降息預期，並給比特幣和主要山寨幣帶來壓力。</p><adv/><div><div><span>概括</span></div><div><ul><li>高盛分析師凱·海格表示，經濟的韌性成長將促使聯準會將注意力重新集中到通膨風險上，而不僅僅是就業數據<a href="https://crypto.news/wp/wp-admin/post-new.php">。</a></li><li>週五公佈的CPI數據若強於預期，可能會降低今年兩次降息的可能性，並重新調整包括美國股票、<span>BTC</span>和<span>以太ETH</span>在內的風險資產的價格。</li><li>比特幣、以太坊、<span>XRP</span>和Solana的交易已經出現波動，因為加密貨幣市場充當了對聯準會反應的槓桿式宏觀押注。</li></ul></div></div><p>高盛資產管理公司警告稱，本周公布的美國通膨數據可能會促使聯準會重新採取更強硬的政策路線，而此時市場剛開始預期寬鬆週期將趨於平穩。</p><adv/><h2>聯準會的反應函數：就業與通貨膨脹</h2><p>在非農就業數據強於預期之後，分析師凱·海格表示，「勞動市場出現一些收緊的初步跡象，但距離全面收緊還有一段路要走。」換句話說，就業市場正在小幅降溫，但遠不足以消除<a href="https://crypto.news/dow-inches-higher-sp-500-caps-best-may-since-1990/">聯準會對通膨的擔憂。</a></p><p>由於經濟成長仍然超出預期，海格認為，“鑑於經濟持續表現超出預期，聯邦公開市場委員會（FOMC）的關注點將轉向通脹形勢。”高盛的基本預期仍然是“美聯儲今年還有兩次降息空間”，但海格補充了一個關鍵的警告：如果週五公佈的消費者物價指數（CPI）“意外事件”，但海格補充了一個關鍵的警告：如果週五公佈的消費者物價指數（CPI）“意外的資產。</p><div><span>您可能也喜歡：</span>美國1月新增就業13萬個，儘管大幅下調了就業數據，但仍超出預期</div><h2>宏觀風險和數位資產</h2><p>宏觀經濟環境的影響已開始波及加密貨幣價格。比特幣（ <span>$ BTC</span> ）目前交易價格接近 66,700 美元，在經歷一輪清算後，已跌破具有重要心理意義的 67,000 美元關卡。在 crypto.news 的價格板塊，比特幣（ <span>$ BTC</span> ）報價約為 68,614 美元，24 小時交易區間約為 67,960 美元至 70,504 美元，成交額約為 442 億美元。</p><p>以太坊 ( <span>ETH</span> ) 交易價格接近 1,946 美元，24 小時最低價接近 1,943 美元，最高價約 2,042 美元，成交量約為 174 億美元。<span>XRP幣</span>(XRP) 交易價格接近 1.37 美元，日內下跌約 4.3%，24 小時最高價為 1.43 美元，最低價為 1.36 美元。 Solana ( SOL )Solana另一種高貝塔係數的流動性指標，其價格約為 81.52 美元，過去 24 小時下跌約 3.7%。</p><p>這段波動劇烈的走勢印證了海格的觀點：數位資產仍然是對聯準會政策反應的一種槓桿押注。如果CPI迫使政策制定者重新採取更強硬的立場，那麼那些預期聯準會「再降息兩次」的交易員可能會發現，從美國股票到<span>BTC</span>和<span>以太ETH</span>等風險資產，其倉位都過於超前於數據。</p><div><span>閱讀更多：</span> Ault Capital Group 發布 Ault 區塊鏈公測網</div></div></div>

高盛指出，通膨風險可能阻礙聯準會的降息路徑。

貝萊德與Uniswap合作，將代幣化債券基金引入DeFi領域，推動UNI價格飆升。圖片來源：Diaro
貝萊德持續擴展其在去中心化金融（DeFi）領域的佈局，此舉為……鋪平了道路。

貝萊德與Uniswap合作，將代幣化債券基金引入DeFi領域，導致UNI價格飆升……

Polymarket 上一玩家 1 年交易 61,793 次，狂賺 10.6 萬美元。

蚊子肉，滾出 10 萬美元利潤

貝萊德亞太區iShares主管尼古拉斯·皮奇表示，即使在亞洲，對加密貨幣進行適度的投資組合配置也可能推動大量資金流入市場。

他在Consensus大會的一個小組討論會上發表了上述言論……