Goldman Sachs Ends Holdout, All Banks Expect Fed Hike

Goldman Sachs quietly scrapped its no-hike forecast late Friday, becoming the final major bank to predict a Federal Reserve rate increase. That leaves every major Wall Street forecaster aligned on a hike, a signal that often precedes sharp swings in crypto prices tied to dollar liquidity.

What actually happened

According to CoinDesk, Goldman Sachs dropped its no-hike prediction late on Friday. It had been the last major bank still betting the Fed would hold rates steady. With that reversal, every major bank tracked by the outlet now expects a rate increase at the coming meeting. The report quotes an unnamed economist who argues the hike reflects worries about Wall Street stability, not inflation data. CoinDesk does not name the economist, state the expected hike size, or confirm the exact meeting date. The report was published on 13 September 2026, days before the anticipated Fed decision.

How we got here

Before Friday, big banks were split on the Fed's next move. Over recent weeks, forecasters gradually shifted from 'no change' to 'hike', leaving Goldman as the last holdout. Its flip creates a rare moment where every top Wall Street economist agrees ahead of a Fed meeting. Such full agreement is unusual, since banks typically diverge based on differing inflation and jobs data models. The pattern suggests analysts are reading stronger signals now than a few weeks ago, though the source material does not explain what changed.

Why this matters for you

For everyday wallet holders, a unanimous Wall Street rate call often means near-term price swings, since risk assets react fast to rate expectations. If the Fed follows through, tighter dollar liquidity could ripple into stablecoin flows and leveraged crypto positions. Builders working on AR and smart glasses hardware should watch too, since tighter policy can slow venture funding, though no funding figures appear here. Bonuz users holding crypto through this window may notice short-term volatility driven by rate headlines rather than project news. The real impact still hinges on the Fed's actual decision, not yet confirmed.

The bigger question

If a rate decision is shaped more by Wall Street stability than inflation numbers, how independent is the central bank really? That question matters for anyone who assumes Fed policy follows data alone. Markets, including crypto, price assets partly on the belief that policy is rules based. A shift toward stability driven decisions could change how traders, builders and everyday wallet users read every future Fed signal.

What to watch

The Fed meeting referenced in the 13 September 2026 report falls the following week, though no exact date was given. Watch whether the Fed matches the now-unanimous hike forecast or holds steady instead. A surprise either way could move crypto prices quickly, a dynamic bonuz.market will keep tracking for wallet users and hardware builders alike.