Our Scans · (FS.1.00) Investment Banking · Weekly Summary

• [New] Banking giant Citigroup likewise forecasts a total 75 BPS cut in 2025, spaced out in 25 BPS increments in September, October and December. CoinTelegraph
• [New] Based on a 2024 Citigroup report, there is a high possibility that AI will boost the global banking industry's profits by as much as USD 2 trillion by 2028. FinExtra
• [New] The Morgan Stanley analyst's insights align with the idea that as much as 80% of Tesla's future valuation could be tied to its Optimus humanoid robot program. TESLARATI
• [New] JPmorgan Chase is to launch its retail digital bank in Germany in 2026. FinExtra
• [New] Even more bullish, Morgan Stanley and Citigroup have published that the space sector could hit $ 1-1.4 trillion by 2040, and in some disruptive scenarios, possibly $2+ trillion. TS2 Space
• [New] Morgan Stanley projects global edtech spending to increase from $250 billion in 2022 to $620 billion in 2030. ManagedMethods Cybersecurity, Safety & Compliance for K
• [New] Retail exposure adds another risk factor: UBS estimates direct US equity holdings will reach 265% of disposable income in 2025, raising concerns that a slowdown in household sentiment could trigger a sharp unwind. Hedgeweek
• [New] US investment bank Goldman Sachs expects to see stricter disclosure rules and a stronger focus on rewarding shareholders in the next phase of measures. ST
• [New] Companies will spend $375 billion globally in 2025 on AI infrastructure, the investment bank UBS estimates. SingularityHub
• [New] The Goldman Sachs dollar overvalued depreciation analysis indicates structural changes that could persist for years ahead, with their models showing continued overvaluation across multiple frameworks that they use for currency assessment. CryptoRank
• [New] Goldman Sachs forecasts growth to be just 1% in the final two quarters due in part to slower consumer spending and a sharp slowdown in real income growth that reflects weaker job growth. CNBC
• Goldman Sachs Global Investment Research analysts expect a 165% increase in power demand through the rest of the decade, driven by both accelerating adoption of AI and non-AI technological needs. Goldman Sachs Asset Management
• J.P. Morgan and Goldman Sachs have already partnered with quantum startups to explore quantum portfolio optimization, a trend that could redefine the entire finance industry. SEM Nexus
• The Stoxx Europe 600 dropped 0.6%, led lower by declines in Fresenius Medical Care after a UBS downgrade, though Partners Group outperformed with stronger-than-expected profits. Balfour Capital Group
• US Tariff Hike to 50% on Indian Goods May Hit GDP Growth by 80 Basis Points, Warns Morgan Stanley Morgan Stanley warns that US tariffs now cover 67% of Indian exports. Leverage Edu
• HSBC and UBS for instance are forecasting that interest rates will fall to 3% by the end of 2026. This is Money
• A temporary U.S.-China tariff reduction (from 145% to 30% for 90 days) has eased fears of a tariff-driven downturn, with J.P. Morgan and Goldman Sachs lowering their recession probabilities to 40% and 35%, respectively. EconCurrent's Substack
• International bank Goldman Sachs is eyeing up Asia's looming $6.1 trillion wealth transfer, which has already seen an increasing number of family offices and philanthropy opportunities opening across Asia. Alliance magazine
• Economists from Keynes onward have warned of technological unemployment; now, as AI gobbles cognitive tasks, reports like Goldman Sachs' peg 300 million jobs at risk globally, underscoring the need for non-wage buffers. David Shapiro's Substack
• Goldman Sachs cuts 2025 U.S. GDP forecast to 1.7% due to tariff-driven risks and weak policy offsets. Ainvest

Last updated: 11 September 2025