#GoldManSachs

🚨 Goldman Sachs cuts US Treasury yield forecasts, expects earlier Fed rate cuts! 📉

Analysts now predict 2-year yields at 3.45% and 10-year at 4.20% by end-2025, down from 3.85% and 4.50%. Fed cuts now eyed for Sept, Oct, and Dec, not just one late-year cut. Despite strong labor data, Goldman stands firm, citing distorted figures from government hiring and lower labor participation.

Meanwhile, $11B in long-term bond funds dumped in Q2 2025, ending a 3-year inflow streak. Investors are spooked by rising inflation and growing gov’t debt, says PGIM’s Robert Tipp. 📊