高盛：GOAL Kickstart_ 鸽派与缓和 -市场迎来 “金发姑娘”背景

30 June 2025 | 10:11PM BST GOAL Kickstart Dovish and De-escalation - Markets embrace a Goldilocks Backdrop Last week increased expectations of a more dovish Fed (Exhibit 1), de-escalation of Middle East tensions (Exhibit 2) and progress in U.S. trade negotiations (including removal of section 899) supported growth pricing across assets. Our Economists pulled forward their forecast for the next cut to September and reduced their terminal rate forecast to 3-3.25%. Indeed, our PC1 "Global growth" factor improv ...