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

• [New] Goldman Sachs expects U.S. equities to extend their winning streak in 2026. Stocktwits
• [New] Morgan Stanley expects Tesla to have 1,000 Robotaxis by the end of 2026. Sherwood News
• [New] Goldman Sachs now forecasts gold hitting $5,400 by year-end. Economic Times
• [New] UBS expects 2026 to be a record year of supply for fixed income in the US, accelerated by AI-driven capex and a strengthening M&A pipeline. The DESK – The leading source of information for
• [New] Goldman Sachs projects a sizable supply surplus in 2026 and sees WTI averaging around $52 per barrel. investing.com
• [New] Goldman Sachs warns of lingering supply chain vulnerabilities, while J.P. Morgan sees AI-driven productivity as a counterbalance to labour shortages. Life | Travel | Save
• [New] Goldman Sachs now projects Brent around $59 per barrel in Q4 2025, with rallies capped by high inventories and OPEC + supply, before easing to about $56 by late 2026. MarketScreener
• [New] Goldman Sachs offers a more optimistic outlook, expecting the US to substantially outperform consensus estimates due to tax cuts, easier financial conditions, and reduced tariff drag. Medium
• SpaceX is advancing toward a public offering in 2026, selecting Bank of America, Goldman Sachs, JPMorgan Chase, and Morgan Stanley as lead advisers and underwriters for what could become one of the largest IPOs in history. Crypto Briefing
• Even with a flood of fresh investment over the last year, Chinese tech firms have kept their ethos of efficiency: Goldman Sachs estimates that top Chinese firms will spend just 15% to 20% of the budget of their U.S. counterparts. Morningstar, Inc.
• Bank of America's new standards follow similar policies from Citigroup and Morgan Stanley, announced after engagement with Green Century, that strengthened financing standards for clients in forest-risk commodities. / USA Green Century
• Goldman Sachs Research expects data center power demand to surge 175% by 2030 compared to 2023 levels. Yahoo Finance
• UBS expects the US dollar index to experience a moderate recovery in 2026, anticipating a 2-3% overall gain for the year, which would see the DXY rebound to around the 100 mark by the year's end. / USA Emerging Market Skeptic
• Morgan Stanley projects a 14% gain for the S&P 500, fueled by U.S. tax incentives and Fed easing. Ainvest
• Morgan Stanley warns of a 35% probability of a U.S. and global recession in 2026, driven by sticky inflation and uneven monetary policy. Ainvest
• 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
• 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
• 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
• 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

Last updated: 05 February 2026