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

• [New] Goldman Sachs is anticipating that 2026 could be a record-breaking year for M&A, predicting deal flow of $3.9 trillion next year and continuing for the following years. JD Supra
• [New] JPMorgan Chase & Co. and other big US banks are scheduled to kick off the third-quarter reporting cycle next week while the spotlight will fall on tech-focused megacaps later this month. financialpost
• [New] UBS expects global capital expenditures to grow by 67% in 2025 alone, to $375 billion. financialpost
• [New] North Dakota's Roughrider stablecoin launches in 2026 with Fiserv, and Deutsche Bank sees BTC and gold on central bank sheets by 2030. Crypto Forem
• [New] Citigroup projects AI infrastructure outlays to reach roughly $490 B by 2026 and $2.8 T by 2029. Lance Roberts
• [New] Goldman Sachs raised its gold price target to $4,900 by end-2026. Ely Court - Market Bites Global Commentary
• [New] While some traditional players like JPMorgan Chase & Co. have already begun exploring blockchain technology, a rapid acceleration towards a crypto-centric economy could force more aggressive and costly transitions. International Business Times
• Morgan Stanley Research expects existing home sales to end this year with a 2% gain compared with 2024, growing to a 5% increase for 2026 as there could be a significant improvement in affordability. Morgan Stanley
• Goldman Sachs predicts 6-7% of the workforce will be displaced, which would take unemployment to around 12%, factoring in the current rate. / USA Yahoo News
• Citigroup forecasts Big Tech AI infrastructure spending to exceed US$ 2.8 trillion by 2029, driven by compute and specialized hardware needs. Medium
• Morgan Stanley expects combined U.S. online casino and sports-betting revenue to reach USD 15 billion in 2025, with an upside scenario of USD 30 billion by 2030 if wider adoption continues. Emergen Research
• Goldman Sachs is anticipating that 2026 could be a record-breaking year for M&A, predicting deal flow of $3.9 trillion in 2026 and continuing for the following years. National Law Review
• By 2030, 45% of prime working age women in the US, defined as women aged between 25 and 44, will be single according to Census Bureau historical data and Morgan Stanley forecasts - the largest share in history. The Guardian
• JPMorgan Chase plans to spend $18 billion on technology in 2025, with AI accounting for a significant portion. FinExtra
• Goldman Sachs Research forecasts global power demand from data centers will increase 50% by 2027 and 165% by the end of the decade. Amazon Web Services
• Goldman Sachs has raised its year-end 2025 forecast to $3,700, citing stronger-than-expected central bank purchases and ongoing ETF demand. Economic Times
• A recent report from Goldman Sachs estimates that AI and automation could impact up to 300 million jobs globally. StudioRed
• Citigroup forecast Bitcoin at $181,000 over 12 months. Crypto Briefing
• Morgan Stanley, a global investment bank overseeing approximately $4.8 trillion in assets, plans to launch a crypto asset-allocation strategy for client portfolios. Crypto Briefing
• Morgan Stanley clients will soon be able to diversify their portfolios through a wide range of digital assets. Crypto Briefing
• Goldman Sachs has said it expects US growth of only 1.7% this year, and the Fed has downgraded its forecast from 2.1% to 1.7%. World Socialist Web Site

Last updated: 16 October 2025