[New] Goldman Sachs forecasts gold could climb toward $5,400 by the end of 2026, driven by continued central bank buying and sustained safe-haven demand.
American Standard Gold
[New] Net growth in the value of UK bank lending to businesses is expected to slow to 3.5% in 2026, nearly halving compared with a 6.9% net rise in 2025, as global and economic headwinds impact business confidence and reduce investment demand.
The Independent
[New] Capital Economics and Goldman Sachs have warned about possible S&P 500 decline if earnings growth slows.
Economic Times
[New] Morgan Stanley projects Tesla will scale from its current 50-150 supervised vehicles to 1,000 by end-2026, and potentially one million by 2035.
Simply Wall St
[New] In the banking and financial services space, companies such as JPMorgan Chase are exploring the use of AI agents to detect fraud, provide customized financial advice, and automate loan approvals and legal and compliance processes, which could reduce the need for junior bankers.
MIT Sloan
[New] Power demand is emerging as a key limiting factor, with Goldman Sachs analysts estimating annual growth rates of 17% through 2028.
ING Think
[New] Looking ahead, research - such as a study by Goldman Sachs - suggests that in some sectors as many as 50% of entry-level roles could be automated by 2027.
ets
[New] Economists at major institutions like Goldman Sachs expect a massive spending pop between late February and April as the first round of expanded tax refunds under the OBBBA are processed.
The Chronicle-Journal
[New] The Goldman Sachs projection is a stark reminder of the economic reality: electricity prices are already up 6.9% year-over-year in 2025 and are set to climb another 6% through 2027.
Ainvest
[New] As Goldman Sachs outlines, significant investments in AI infrastructure will drive innovation, potentially reducing costs and increasing the accuracy of financial predictions.
BUSINESS 2.0 NEWS
[New] Goldman Sachs' Panic Index at one point hit 9.22, nearing max fear level as investors feared companies could be overspending on AI - potentially causing a dot-com bubble repeat.
New York Post
[New] Goldman Sachs expects flows to improve further in 2026 given current allocator sentiment.
Hedgeweek
[New] Goldman Sachs warns of multi-year SaaS decline comparable to newspaper industry's 95% collapse.
Blog
Goldman Sachs has shifted its strategy to go long on AI-beneficiaries while shorting companies at risk of workflow replacement, a strategy that the 2.4% CPI print has bolstered by reducing the macro noise and allowing idiosyncratic risks to take center stage.
The Chronicle-Journal
The global investment bank UBS has warned that in the worst-case private credit could see default rates rise to as high as 13% in the US by AI generated aggressive disruption among corporate borrowers.
World Socialist Web Site
Morgan Stanley projects a V-shaped path, with the dollar index falling to 94 in Q2 2026 before rebounding to 100 by year-end, potentially supported by stronger growth, higher interest rates, and fiscal stimulus from the One Big Beautiful Bill.
Yahoo Finance UK
Goldman Sachs analysts said in a recent note that they expect 120 IPOs in 2026, raising $160 billion, up from 61 deals last year.
CNBC
Morgan Stanley foresees a $1.5 trillion financing gap for the AI buildout that will likely be filled in large part by credit as companies can no longer self-fund their capex.
CNBC
Major brokerages including Goldman Sachs, Barclays and Morgan Stanley expect the U.S. Federal Reserve to deliver its next interest rate cut in June while J.P. Morgan sees the next move as a hike in 2027.
CP24
UBS estimates 25% to 35% of private-credit exposure faces disruption risk; other sources place software at about 20% of outstanding private-direct loans.
Bez Kabli
Gemini: Major institutions like Goldman Sachs and J.P. Morgan generally expect the S&P 500 to grow at a slower, more normalized pace as high valuations and aging demographics act as a drag, partially offset by an AI productivity boom.
Yahoo Finance
Last updated: 26 February 2026
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