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

• [New] Goldman Sachs anticipates an uneven transfer of wealth rather than a complete financial collapse, with smaller, struggling AI startups being consolidated by larger, cash-rich tech giants. The Chronicle-Journal
• [New] Tech firms are pouring massive sums into physical AI, and Morgan Stanley predicts the world could have more than a billion humanoid robots by 2050. Tribune Online
• [New] As Goldman Sachs issues a Federal Reserve warning over the state of the U.S. economy, analysts with Wall Street giant JPMorgan have called the bitcoin price bottom-reiterating a 2026 bitcoin price prediction that could see bitcoin challenge gold's $28.3 trillion crown. Forbes
• [New] JPMorgan Chase has reached agreements with several major data aggregators that will introduce paid access to customer bank account information, marking a decisive shift in how the U.S. financial sector handles third-party data flows. FinTech Magazine Article
• [New] Amid a drumbeat of warnings about a potential AI bubble, the CEOs of Morgan Stanley and Goldman Sachs have cautioned in recent weeks that equities could be heading for a drawdown. Global Banking & Finance Review
• [New] As a cornerstone of global finance, Goldman Sachs stands to benefit from a more business-friendly Republican administration, where potential deregulation and lower corporate taxation could stimulate business investment, lending, and capital-markets activity. BNN Bloomberg
• [New] Morgan Stanley has revised its 2026 gold forecast upward to $4,400 per ounce, with Goldman Sachs predicting a 6% rise through mid-2026 to $4,000 per troy ounce. FinancialContent
• [New] Goldman Sachs set a year-end 2026 target of 29,000 for the benchmark Nifty 50 index, predicting a 14% rise from current levels. The Milli Chronicle
• [New] Hybrid quantum-classical computing platforms are now used for risk modeling, portfolio optimization, and fraud detection at major institutions like JPMorgan and Deutsche Bank. TrendVeritas
• [New] Goldman Sachs lowered on Thursday its global copper mine supply forecast for 2025 and 2026 following a disruption at Indonesia's Grasberg, the world's second-largest copper mine. Yahoo Finance
• [New] Analysts at Morgan Stanley recently issued a warning about a possible 10-15% correction in global equity markets. Boston Institute of Analytics
• [New] Goldman Sachs and Morgan Stanley expect 10% to 20% correction in equity markets over the next 1-2 years. CNBC
• [New] Continued institutional adoption, exemplified by major financial players like Morgan Stanley offering crypto trading and the rollout of new institutional crypto products in early 2026, could provide substantial capital inflows. FinancialContent
• [New] Financial institutions, especially banks with significant lending operations, might see their net interest margins squeezed as rates fall, potentially impacting profitability for giants like JPMorgan Chase and Bank of America. FinancialContent
• [New] Morgan Stanley strategists expect deficits to reduce alongside targeted cost of living announcements. Morgan Stanley Australia
• [New] Goldman Sachs analysts, for instance, contend that the AI boom is still in its nascent stages, with current investment levels modest compared to the potential $20 trillion economic payoff expected from widespread AI adoption. FinancialContent
• Morgan Stanley raised its Brent crude forecast for the first half of 2026 to $60 a barrel from $57.5, citing the OPEC + decision to pause quota hikes in the first quarter of 2026 and recent U.S. and EU sanctions on Russian oil assets. TradingView
• While financial institutions face mixed impacts, diversified banks like JPMorgan Chase and Bank of America could benefit from renewed economic activity and loan demand if rates decline further, showcasing their resilience compared to more specialized lenders. FinancialContent
• The Reserve Bank of India expects GST rate cuts to boost consumption and investment, supporting economic recovery. Guidely
• Combined, the softer data and fiscal head-winds underpin Goldman Sachs' expectation that the BoE will embark on a more aggressive path of rate cuts than previously anticipated, bringing its terminal rate down toward 3% by mid-2026. investingLive
• Goldman Sachs has shifted its view for the Bank of England's monetary policy, now expecting a rate cut of 25 basis points in November. investingLive
• Companies like Wells Fargo & Company and JPMorgan Chase & Co., with significant mortgage lending operations, will see reduced refinancing activity as existing homeowners are locked into lower rates. FinancialContent

Last updated: 20 November 2025