Goldman Sachs Adds March 2027 Rate Hike Forecast After Hot October CPI

The signal here is less the inflation print than the forecast architecture: Goldman is extending its hiking path into 2027, implying it sees price pressure as persistent rather than transitory. That matters for rate-sensitive corners of crypto and tokenized real-world assets, where the marginal buyer is often benchmarked to the front end of the curve. The bank's own reasoning is internally inconsistent — it flags January as possible but leans on seasonal pricing patterns to prefer March — so the timing is soft even if the direction is firm. Whether the milder November and December prints materialize is the open question.