[New] Investment banks like Goldman Sachs and Morgan Stanley have already reportedly begun competing for lead underwriting roles in what could be the largest fee-generating events in banking history.
The Chronicle-Journal
[New] Goldman Sachs expects central bank purchases of around 70 tonnes in 2026, while the World Gold Council reported record ETF inflows of $89 billion in 2025. / China
investing.com
[New] Goldman Sachs forecast a $4,900 price target for gold while Morgan Stanley says it could hit $4,800 by the last quarter of the year.
Money
[New] If AI can truly deliver 30% to 40% efficiency gains in back-office operations for firms like Citigroup, then a 26 x multiple might not be a sign of a bubble, but rather a reflection of a permanently more efficient economy.
The Chronicle-Journal
[New] UAE's climate investment vehicle ALTERRA, in partnership with Spanish bank BBVA, plans to launch a USD1.2bn climate-focused co-investment fund to scale climate-aligned investments across energy transition, decarbonization technologies, climate tech and sustainable living.
Nasser Saidi & Associates
[New] Crude oil prices retreated after initial gains from potential U.S. strikes on Iran, with Goldman Sachs revising 2026 Brent forecasts downward due to a 2.3 million bpd surplus and rising global stocks, emphasizing the need for lower prices to balance markets unless major disruptions occur.
GeopoliticsUnplugged Substack
[New] Goldman Sachs emphasized that the most critical catalysts for Xiaomi lie in the scaling effects of its electric vehicle business (with the 2026 delivery target increased to 550,000 units) and the potential to replace external suppliers (such as NVIDIA) with self-developed chips.
FuTu News
[New] Goldman Sachs analysts project tariffs could add another 0.3 percentage points in just the first half of 2026. / China
BabyPips.com
[New] Simultaneously, Morgan Stanley issued a major upgrade to Overweight, arguing that the burgeoning era of autonomous AI agents will spark a massive second wave of demand for Datadog's monitoring tools.
FinancialContent
[New] Goldman Sachs expects AI spending to decelerate from the previous year while company adoption increases, causing rotations among the largest US tech stocks that create two-way risk for the aggregate index.
CNBC
[New] Analysts, including Goldman Sachs, expect spodumene prices to recover toward US$1,155 per tonne by 2027, with structural deficits emerging by decade's end. / China
Nasdaq
Goldman Sachs projects total hyperscaler capex from 2025-2027 will reach $1.15 trillion - more than double the $477 B spent from 2022-2024.
Introl
Goldman Sachs analysts see the global economy expanding by 2.8% annually from 2025 through 2027 and 2.7% in 2028.
Goldman Sachs Asset Management
Goldman Sachs analysts see Japanese gross domestic product increasing by 1.2% in 2025, 0.7% in 2026, 1.2% in 2027, and 1.1% in 2028.
Goldman Sachs Asset Management
Morgan Stanley expects gold to reach $4,800 an ounce by the end of 2026, while JPMorgan has flagged the possibility of prices exceeding $5,000.
Dabafinance
Common EU bond issuance for defence spending, and a call for more funding for the European Investment Bank is expected.
UK - EN - Intermediary
The European Investment Bank plans to invest €4.5 B in defence projects in 2026, up from €3.5 B in 2025, reinforcing procurement pathways and validating the scalability of dual-use technologies.
GoHub Ventures
Last updated: 22 January 2026
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