Goldman Sachs(US:GS) Jin Shi Shu Ju·2025-09-16 14:00Group 1 - The S&P 500 index reached a new all-time high, driven by market optimism that the Federal Reserve will implement a 25 basis point rate cut [1] - Investors expect the Fed to prefer a 25 basis point cut over a 50 basis point cut to retain future flexibility, as indicated by the phrase "the more bullets you fire, the faster you run out" [1] - Goldman Sachs referred to the current market situation as the "Goldilocks scenario peak," supported by Oracle's positive cloud revenue revision and a broader AI sector boost [1] Group 2 - The upcoming Federal Reserve meeting is expected to be tense, with Powell and Governor Cook facing accusations from the Trump administration, which may influence their decision-making [2] - Market volatility is anticipated following Powell's statements and Q&A session, with a focus on the Fed's updated macroeconomic forecasts and interest rate path [3] - The dollar has declined significantly, with a 0.87% drop in the past month and a 10.56% decrease year-to-date, attributed to expectations of rate cuts and actions by the Trump administration [3]