[New] UBS predicts 2 million humanoids in the workplace by 2035, growing to 300 million by 2050.
Tech Business News
[New] Morgan Stanley echoes a positive but tempered outlook, suggesting that U.S. equities will outperform global peers, a reversal from last year, with the S&P 500 projected to rise to about 7,800.
Lance Roberts
[New] Goldman Sachs projects 2.8% global GDP growth, up from consensus expectations, with the U.S. economy outpacing most major peers.
Lance Roberts
[New] Analysts at Morgan Stanley predict a less than 30% chance of a full rollout by 2027, citing geopolitical friction as the primary obstacle.
Interactive Crypto
[New] By starting now rather than later, JPMorgan Chase could become the first major bank to benefit from AI.
Yahoo Finance
[New] Firms like Oppenheimer and Deutsche Bank are leading the bull case, citing innovation-led earnings growth and potential for further corporate tax cuts.
The Chronicle-Journal
[New] Analysts at Goldman Sachs predict a 15-20% stock increase for Alphabet in 2026, driven largely by Waymo's expansion into international markets like Europe and Asia by mid-year.
Interactive Crypto
[New] Analysts at Canadian investment bank TD Securities expect a weaker start to 2026 for silver prices.
Ecofin Agency
[New] Heavy investment in EV manufacturing has led to an oversupply of cars in China, with UBS predicting that the growth rate of EV sales in China will halve in 2026.
Fortune
[New] Analysts from firms like Morgan Stanley have adjusted forecasts, predicting Robotaxi contributions might not materialize until late 2027 at the earliest.
WebProNews
[New] Goldman Sachs concurs on muted US prospects, forecasting just 6.5% annual S&P 500 returns through 2035 - driven by earnings, not the multiple expansion that powered the last decade.
Mutual Fund Observer
[New] Analysts at Morgan Stanley and JPMorgan estimate AI's infrastructure push could drive $1.5 trillion in additional borrowing by tech companies in the coming years.
CNBC
[New] UBS expects AI to fuel further gains in global equities although it warns investors to be mindful of bubble risks.
The Guardian
[New] Banks such as JPMorgan Chase & Co. and Morgan Stanley have joined the bullish chorus, predicting emerging markets will benefit from dollar weakness and the investment explosion in artificial intelligence.
Yahoo Finance
[New] UBS expects a gradual reopening of IPO activity in 2026, but only for companies that are large, profitable, and easy to underwrite.
StudioAlpha
Banks like JPMorgan and Goldman Sachs could be the next Mag 7.
Crypto Briefing
Mizuho Americas forecast heightened volatility for property-weighted primary insurers as reinsurance dynamics evolve, alongside erosion in underwriting margins driven by softening conditions and mix shift.
Artemis.bm - The Catastrophe Bond, Insurance Linked Sec
If global trade tensions escalate, the very international networks that have made Citigroup a winner in 2025 could become liabilities.
FinancialContent
Analysts at JPMorgan Chase expect prices to rise above $5,000 a troy ounce in 2026.
News8000.com
Investment bank UBS maintains a constructive view on Macau's gaming industry heading into 2026, with momentum likely to stay resilient in terms of growth in revenue and earnings.
Emerging Market Skeptic
Morgan Stanley did say that it expects a 260,000-ton deficit for copper in 2025, followed by a significant, 600,000-ton shortfall for 2026.
Aluminum Market Update
Last updated: 08 January 2026
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