The Federal Reserve is expected to lower interest rates in July

Goldman Sachs: The chances of the Federal Reserve raising rates within the year are relatively low; the scale of the supply shock is small and limited

Goldman Sachs analysts noted that although market volatility in interest rates has been severe since the war in Israel and Iran, the likelihood of rate hikes this year is low. Current supply shocks are limited, and the risk of inflation spillover is smaller. Monetary policy has also reduced the probability of further rate hikes.

Goldman Sachs: The likelihood of the Federal Reserve raising rates in 2026 remains relatively low

Goldman Sachs analysts pointed out that since the Iran war, the U.S. federal funds rate has been highly volatile, but the likelihood of rate hikes in 2026 remains low. Currently, supply shocks are relatively small, the risk of inflation spillover is low, and the Federal Reserve will not tighten policy solely due to an oil shock.

Scaramucci Warns the CLARITY Act Is Blocked: Bitcoin May Swing, Layer 1 Prospects Face Pressure

Former White House communications director Anthony Scaramucci pointed out that the CLARITY Act is running into obstacles, which could leave the 2026 crypto market facing long-term uncertainty. The bill is being blocked mainly due to political factors and resource depletion; in the short term, the regulatory framework will be difficult to implement, affecting market structure. However, he remains optimistic about Bitcoin’s long-term outlook and believes its Future still has upside potential.

Bitcoin ETF ends a run of seven consecutive red days, and renewed pressure returns to the Bitcoin price

After U.S. spot Bitcoin ETFs saw net inflows for seven consecutive trading days, they have recently switched to outflows, indicating that fund flows have become more cautious. Bitcoin’s price briefly fell below $70,000, reflecting weakness in market sentiment and liquidity. ETF outflows stem from investors re-evaluating the macro environment; amid expectations for high interest rates and geopolitical risks, investors’ risk appetite has declined. $70,000 has become a short-term line between bulls and bears, and technical indicators show that market confidence still needs to be restored.

Not like the Mega Bank experiment! The U.S. Federal Reserve: Stablecoins can significantly reduce cross-border payment costs, but there’s also a concern

The U.S. Federal Reserve’s first systematic assessment of payment stablecoins finds that they could improve cross-border payment efficiency, but may also change the flow of reserves and monetary policy. Stablecoin regulation is governed by the GENIUS Act and may affect the Fed’s asset management policies; as the scale grows, regulation will become more stringent.

Federal Reserve Board Governor Barr: Stablecoins carry money-laundering risk, the GENIUS Act framework is taking shape soon

The Federal Reserve Board member Michael Barr warned that stablecoin reserve assets face money laundering and financial stability risks, emphasizing that reserve quality is crucial. Stablecoins have advantages in areas such as real-time cross-border payments, but they could pose dangers due to insufficient regulation. Pushing the “Lummis Act” will require issuers to formally register and hold equivalent reserves to strengthen market stability. The implementation of regulatory details will directly affect the development of the U.S. stablecoin market.