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


  • [New] Goldman Sachs has released its highly anticipated 2026 Global M&A Outlook, titled Think Big, Build Bigger, predicting a massive 15% increase in merger and acquisition deal volume compared to the previous year. The Chronicle-Journal
  • [New] On Thursday, US Federal Reserve officials are expected to vote to lower capital requirements - the funds they need to cover risky assets - for the biggest banks by 4.8%, which could free up capital for banks such as JPMorgan Chase, Goldman Sachs and Morgan Stanley. The Guardian
  • [New] Goldman Sachs is warning investors to brace for a possible stock correction that will not necessarily be buffered by bonds. CNBC
  • [New] Morgan Stanley saw a 4.9% decline this month as fears grew that AI-driven wealth management tools might disrupt their core advisory business. The Chronicle-Journal
  • [New] Goldman Sachs projects 2.5% GDP growth in 2026, above the consensus economist estimate of 2.1%. WTOP News
  • [New] Infrastructure Spending: Morgan Stanley estimates that $3 trillion in AI-related infrastructure investment will flow through the global economy by 2028. BuildEZ
  • [New] Morgan Stanley now projects Amazon's free cash flow will go negative by $17 billion in 2026; Bank of America sees a $28 billion deficit. Distributed Thoughts
  • [New] While Deutsche Bank acknowledges that risks in 2026 are skewed toward additional support, particularly if inflation undershoots persist, it stresses that the case for renewed easing has not yet been proven. investingLive
  • [New] For Goldman Sachs, the primary concern is the lack of transparency; a six-week shutdown could reduce Q1 growth by over 1.1 percentage points. The Chronicle-Journal
  • [New] As a more traditional money center bank, Wells Fargo is more exposed to the lending risks and less to a pullback in dealmaking, while Goldman Sachs is more exposed to fewer mergers and acquisitions. CNBC
  • [New] Last week's Wall Street Journal covered a new Goldman Sachs report saying AI will eventually displace 11 million jobs - above 6% of U.S. workers. Navellier
  • [New] Bank of America, Citibank, and JPMorgan Chase are among more than 50 banks worldwide that have agreed to support a new framework from the international payments platform Swift that is expected to enable faster and more affordable cross-border transactions. Digital Transactions
  • [New] Economists from Goldman Sachs have forecast a rise in the unemployment rate, noting risks from faster technology adoption and worker displacement. IndexBox Inc.
  • [New] Deutsche Bank analysts have flagged the ECB as holding policy steady with inflation risks unresolved - a posture that mirrors the Fed's cautious stance but from a fundamentally weaker economic position. investing.com
  • [New] With energy demand increasing faster than capacity and alternative solutions requiring years to develop and implement, data centers risk becoming maxed out according to Goldman Sachs and others. WTW
  • [New] Goldman Sachs will no longer consider race, gender, and sexual orientation when evaluating potential board members. ballotpedia
  • [New] Goldman Sachs projects 6.9% GDP growth for 2026, above consensus, following an estimated 7.7% in 2025. / India The Rio Times
  • [New] Goldman Sachs projects a 15% compound annual growth rate in U.S. data center power demand through 2030, with data centers consuming 8% of all U.S. electricity by that year. EnkiAI - Find the right insight
  • [New] Goldman Sachs Research projects that total data center power demand will grow by 160% globally by 2030, confirming that the U.S. experience is a blueprint for infrastructure challenges that will emerge in other developed nations. EnkiAI - Find the right insight

Last updated: 26 March 2026



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