智通财经网·2025-11-25 13:53Group 1 - Wall Street macro traders are on track for their best performance since 2009, driven by clients betting on global central bank interest rate policy shifts [1] - Major financial institutions like Goldman Sachs, JPMorgan, and Citigroup are expected to generate $165 billion in revenue from fixed income, credit, and commodity trading, a 10% increase from 2024 [1] - The income from G10 interest rate businesses is projected to reach $40 billion, marking a five-year high [1] Group 2 - Emerging market macro traders are expected to achieve their largest revenue of $35 billion in 20 years, while credit traders anticipate $27 billion and commodity traders $11 billion [2] - The average bonus pool for FICC is expected to grow by about 3%, with interest rate traders seeing a 7% increase [2] - Stock traders are projected to have a 14% higher bonus than last year, benefiting from a surge in AI stock investments [2] Group 3 - Nomura's interest rate business is benefiting from the Bank of Japan's interest rate hikes, despite the Federal Reserve and European Central Bank cutting rates [3] - Nomura is focusing on helping Asian clients invest more easily in Western interest rate markets and utilizing interest rate derivatives for hedging [3]