Goldman Sachs Now Expects Fed to Raise Rates 25bps in September

The notable part is the stated reason: a major bank revising its call not because its economic view changed, but because market pricing did. That is a reminder that policy expectations can become self-reinforcing once positioning and forecasts align, which matters for rate-sensitive corners of crypto and RWA markets that trade off the front end. Whether this is genuine convergence or a forecast chasing the tape is the open question to watch.