Sou Hu Cai Jing·2025-05-14 09:39Group 1 - Major Wall Street banks, including Goldman Sachs, Barclays, and Citigroup, have delayed their expectations for the Federal Reserve's interest rate cuts to December, reflecting a significant change in market sentiment regarding monetary policy adjustments [3][8] - The latest interest rate swap contracts indicate that the Federal Reserve may only cut rates by approximately 55 basis points this year, down from previous expectations of 75 basis points, showcasing a cautious market outlook on economic conditions [4][8] Group 2 - The easing of trade tensions is expected to boost economic growth by enhancing business confidence and promoting investment and consumption, which has reduced the urgency for the Federal Reserve to implement rate cuts [5][8] - Concerns remain regarding inflationary pressures due to tariff policies, as indicated by Federal Reserve Governor Kugler, suggesting that even with improved trade relations, inflation could rise and impact the Fed's decision-making on rate cuts [6][7][8]