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

• [New] Morgan Stanley forecasts a major AI breakthrough in early 2026 driven by unprecedented compute growth. NAITIVE AI Consutling Agency Blog
• [New] Morgan Stanley forecasts a massive AI breakthrough in early 2026 driven by a 10 x increase in compute power, potentially doubling AI intelligence as noted by Elon Musk. NAITIVE AI Consutling Agency Blog
• [New] Morgan Stanley projects autonomous agents could influence $385 billion in U.S. ecommerce spend by 2030. Yahoo Finance
• [New] Bank of America is expected to focus on US high-net-worth clients, while Morgan Stanley will handle smaller retail orders through its E TRADE platform. Crypto Briefing
• [New] Citigroup expects first-quarter 2026 investment banking fees and markets revenues (equities and fixed income) to grow year over year in the mid-teens, supported by strong M&A and equity capital markets activity. Yahoo Finance
• [New] The current geopolitical crisis has created the largest oil supply disruption in modern history, with the closure of vessel traffic through the Strait of Hormuz removing an estimated 13 million barrels per day from global markets according to JPMorgan Chase analysis. Discovery Alert
• [New] Deutsche Bank prompted discussion after one of its strategists predicted that the dominance of the U.S. dollar could be eroded if countries decide to price crude in alternative currencies. CNBC
• [New] Goldman Sachs research published in early 2026 projects that generative AI could ultimately affect 300 million full-time jobs globally, with roughly two-thirds of current occupations exposed to some degree of AI automation. Tech Insider
• [New] Banks such as JP Morgan and UBS expect gold prices to approach the historic threshold of $6,000 per ounce by December. Ecofin Agency
• [New] Goldman Sachs trimmed its target to $91, flagging that auto OEMs and suppliers are expected to deliver in-line to softer results this quarter due to rising input costs and weak Q1 auto sales in China. 24/7 Wall St.
• [New] Analysts at Goldman Sachs bumped up the probability of a U.S. recession in the coming 12 months to 30%, stressing that they, too, still expect two rate cuts because they see unemployment moving higher than the Fed's own projections. Guardian Capital
• [New] According to Goldman Sachs estimates cited by Bloomberg, a rapid reopening of the Strait of Hormuz could lead to Brent averaging around $82 per barrel in Q3 and $80 in Q4, while a delayed reopening by one month could push prices above $100 in the second half of the year. Stock Market Update
• [New] Wells Fargo analysts have already signaled that they no longer expect any rate cuts in 2026, citing persistent inflationary pressures from energy shocks. The Chronicle-Journal
• [New] Morgan Stanley is expected to handle smaller-ticket retail buyers through E Trade, while UBS and Citi are expected to manage parts of the international effort. / USA MEXC
• [New] Goldman Sachs Research forecasts a 160-165% increase in power demand by 2030 compared to 2023 levels. Brookings
• [New] If the Fed continues rate cuts as Morgan Stanley forecasts, mortgage rates could decline further. The Silicon Review
• [New] Goldman Sachs, Moody's Analytics and others in recent days have raised their odds of recession in the next 12 months, with a focus on threats from a slowing jobs picture and surging energy costs. CNBC
• Wall Street brokerages including Goldman Sachs still expect two Fed rate cuts before year end, projecting reductions in September and December. GlobeNewswire
• Goldman Sachs observed that AI-related hardware revenues could rise to over $700bn in 2026 Q4, underlining the scale of the ongoing investment cycle. Economic Times
• Morgan Stanley filing the lowest fee Bitcoin ETF during extreme fear proves institutions are competing to bring capital in. TechBullion
• If early data from firms like Goldman Sachs and Morgan Stanley holds true, we could see a secondary upward re-rating of Microsoft as it begins to capture a larger portion of the global corporate labour budget. FinancialContent
• If the Strait of Hormuz reopens, Goldman Sachs predicts a rapid recovery in sentiment and a potential relief rally for discretionary stocks like Tesla, Inc., which have been hammered by high interest rates and the luxury-buyer retreat. / Iran The Chronicle-Journal

Last updated: 23 April 2026