[New] JPMorgan Chase & Co. in November forecast $400 billion of high-grade US bond sales from the technology, media and telecom sector in 2026.
financialpost
[New] A Goldman Sachs survey indicated that 61% of chief financial officers and chief investment officers surveyed globally expect private credit to provide the highest total return over 2027.Insurance Business
[New] An investment bank has stated that Equinor ASA, Norway's state-controlled oil company, is expected to reduce annual share repurchases from $5 billion in 2025 to $2 billion in 2026.Energy Musings
[New] Goldman Sachs Group Inc projects a 23% return for Korean equities in 2026 in dollar terms, underpinned by 53% earnings growth and a favorable macro environment.Free Malaysia Today
[New] Atul cites a back-of-the-envelope reality check from JPMorgan Chase: To earn 10% returns on projected AI capex by 2030, firms would need $650 billion in annual AI revenues - roughly $400 per year from every iPhone user.Fair Observer
[New] Goldman Sachs stated that Xiaomi executives mentioned during a conference call that Xiaomi is committed to investing RMB 200 billion in R&D from 2026 to 2030, primarily focusing on AI, intelligent driving, and chip development.FuTu News
[New] Looking ahead, successful legislative passage could solidify U.S. leadership in digital finance, balancing protection with growth, as institutions like Citigroup, Fidelity and Visa expand crypto offerings as ETPs reach $175 billion in holdings.Kroll
[New] Importantly, profitability is being structurally enhanced by rising productivity, with a recent Goldman Sachs survey indicating that the share of firms using AI in regular production is expected to increase from 37% today to 74% over the next three years.Middlefield
[New] Goldman Sachs baseline expectation is that disinflation will continue whilst policy rates decline in developed markets in 2026.Macfarlanes LLP
Goldman Sachs expects U.S. equities to extend their winning streak in 2026.
Stocktwits
Morgan Stanley expects Tesla to have 1,000 Robotaxis by the end of 2026.
Sherwood News
Goldman Sachs now forecasts gold hitting $5,400 by year-end.
Economic Times
Goldman Sachs projects a sizable supply surplus in 2026 and sees WTI averaging around $52 per barrel.
investing.com
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
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
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
Last updated: 12 February 2026
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