Goldman Sachs' latest 2026 economic outlook is here

The core forecast is this — the Federal Reserve will continue to loosen next year, for a very straightforward reason: the US economy remains resilient, and inflation is well controlled.

Specifically, Goldman Sachs predicts that in 2026, the Federal Reserve will cut interest rates two more times, scheduled for June and September, each by 25 basis points. In other words, this is like giving the market a confidence boost.

From a big-picture perspective, although the US economy is still growing at a decent pace, it’s not overly strong, and inflation remains within a manageable range. So, the Fed’s pace will start to adjust — no longer solely focused on fighting inflation, but seeking a balance between growth and prices.

For assets like $BTC, $ETH, and $BNB, this means the liquidity environment may gradually loosen. With more money in the system, the demand for asset allocation will increase. Of course, the actual trajectory will depend on how the market performs in reality.