[New] 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
[New] 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.
[New] 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
[New] Goldman Sachs Research expects data center power demand to surge 175% by 2030 compared to 2023 levels.
Yahoo Finance
[New] 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
[New] Morgan Stanley projects a 14% gain for the S&P 500, fueled by U.S. tax incentives and Fed easing.
Ainvest
[New] 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
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
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
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
Goldman Sachs analysts project tariffs could add another 0.3 percentage points in just the first half of 2026. / China
BabyPips.com
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
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
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
Last updated: 29 January 2026
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