[New] Banks like JPMorgan and Goldman Sachs could be the next Mag 7.
Crypto Briefing
[New] 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
[New] If global trade tensions escalate, the very international networks that have made Citigroup a winner in 2025 could become liabilities.
FinancialContent
[New] Analysts at JPMorgan Chase expect prices to rise above $5,000 a troy ounce in 2026.
News8000.com
[New] 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
[New] 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
[New] Central bank demand for gold has been elevated for four years and is likely to continue into 2026, alongside strong investment demand.
GV Wire
[New] Indeed, more than half of markets professionals surveyed by Deutsche Bank strategists identify AI disillusionment as the top risk for the coming year.
Reuters
[New] JPMorgan Chase & Co. recently forecast an 8% rise in utility-bond issuance in 2026, citing new data centers as well as investments to make the electric grid more resilient.
financialpost
[New] The deluge of US new CLO issuance is seen extending into 2026 too ... BNP Paribas SA expects new CLO sales to reach $215 billion in 2026, while Bank of America Corp. forecasts $195 billion of fresh issuance.
McAlvany Financial Group
[New] JPMorgan Chase recently reiterated its bullish $170,000 price target for Bitcoin in 2026.
Nasdaq
[New] Morgan Stanley projects a 109% year-over-year revenue growth in 2025, reaching $180.9 million across key markets.
Ainvest
[New] The investment bank anticipates a major robotaxi breakout in the U.S., projecting that approximately 33 cities could launch commercial autonomous services in 2026.
FinancialContent
[New] The base case, which we assume means that Goldman Sachs Research thinks it is the most likely outcome, is that the balance between supply and demand is set to narrow significantly over the next 18 months, with datacenter occupancy peaking at around 93% sometime in 2026.
The Register
[New] Morgan Stanley analysts are projecting that there will be a cumulative shortfall of 47 gigawatts of computing power through 2028 - and the next phase of AI investing will not be who's building the best GPUs, but who can best provide data center infrastructure and the power to use them.
Yahoo Finance
[New] Banks and Financial Institutions: While some aspects might improve, banks like JPMorgan Chase and Bank of America could see their net interest margins squeezed.
FinancialContent
[New] Strategists at Goldman Sachs are predicting bullion could reach US$4,900 by the end of 2026, as central banks continue to buy gold and ETF buying remains robust.
The Globe and Mail
Flagship investments include Vulcan's lithium extraction project in Germany, supported by a €250 million European Investment Bank commitment, and Greenland Resources' molybdenum project, which could supply up to 25% of EU demand.
New Energy Industrial Strategy (NEIS) Newsletter
The Bank of Japan was forced to begin raising interest rates somewhat sooner than they had anticipated, potentially disrupting carry trades which are integral to some international investment strategies.
Northern Trust
Goldman Sachs' earlier research, echoed in X conversations, projects the humanoid sector reaching $154 billion by 2035, driven by leaders in AI and components manufacturing.
WebProNews
Last updated: 01 January 2026
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