# Is Goldman Sachs Right About the Fed Rate Cut Forecast?

Page: https://stenobird.com/podcast/investtalk-442958/is-goldman-sachs-right-about-the-fed-rate-cut-forecast
Text version: https://stenobird.com/podcast/investtalk-442958/is-goldman-sachs-right-about-the-fed-rate-cut-forecast.md
Podcast: [InvestTalk](https://stenobird.com/podcast/investtalk-442958)
Published: 2026-05-14T00:10:58+00:00
Episode link: http://investtalk.com
Audio file: https://pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/137/audio3.redcircle.com/episodes/b5f0266b-302f-4398-a3b3-efb8bc72fda8/stream.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investtalk-442958/episodes/is-goldman-sachs-right-about-the-fed-rate-cut-forecast
Duration seconds: 2513

## Resource

Major Wall Street banks are now pushing back their expectations for Federal Reserve rate cuts as inflation risks and jobs data complicate the picture. We discuss what a longer wait for rate relief means for your bond portfolio, mortgage, and stock valuations. Today's Stocks & Topics: Golar LNG Limited (GLNG), Market Wrap, Bentley Systems, Incorporated (BSY), Jacobs Solutions Inc. (J), MercadoLibre, Inc. (MELI), Is Goldman Sachs Right About the Fed Rate Cut Forecast?, Autodesk, Inc. (ADSK), Newmont Corporation (NEM), VanEck Gold Miners ETF (GDX), Rio Tinto Group (RIO), Schwab U.S. Dividend Equity ETF (SCHD). Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Progressive: https://www.progressive.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands

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## Transcript

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