December 22, 2025 10:31 PM GMT Global Macro Commentary | Global December 22: Risk-On Into Year- End USD/JPY retraces down to 157 as Japan MoF reiterates potential FX action; bunds outperform slightly after ECB's Schnabel moderates rate hike expectations; oil rises on geopolitical tensions in Venezuela; weak 2y UST auction; US equities extend rally; DXY at 98.27 (-0.3%); US 10y at 4.17 (+1.6bp). The Global Macro Commentary will resume on Friday, January 2. Global rates see mixed but muted moves while JPY ret ...

Goldman is planning to expand its acquisitions and investments in Japan’s booming corporate deals market over the next decade by about $5.1 billion, with a focus on mid-sized firms. https://t.co/XDWSK4yNXR ...

JPMorgan has reclaimed its top spot in India’s equity offerings for the first time in five years https://t.co/CRlnnqW8gT ...

Citigroup will further increase its investment banking team in Japan to capitalize on a record-breaking boom in mergers and acquisitions that it expects to reach new heights. https://t.co/IQsyNqJbTt ...

John Marshall, Head of Derivatives Research at Goldman Sachs says options and other derivatives trading is going to be a bigger part of portfolios in 2026. He also thinks investors are less likely to buy treasury volatility. He joined the discussion on "Bloomberg Markets" with Scarlet Fu and Natalia Kniazhevich. ...

RT Watcher.Guru (@WatcherGuru)JUST IN: $4 trillion JPMorgan is considering offering crypto trading for institutional clients. ...

Valued at a market cap of $268 billion, The Goldman Sachs Group, Inc. (GS) is a leading global investment banking, securities, and asset and wealth management firm. It provides advisory services on mergers and acquisitions, capital raising, and risk management, and offers trading, investment management, and wealth solutions to corporations, financial institutions, governments, and high-net-worth individuals worldwide. The New York-based asset management titan is expected to announce its fiscal Q4 earning ...

Core Insights - The financial industry is undergoing significant changes due to advancements in AI technology, which will alter the workload and skill requirements for professionals in the field [1][2][5] - The ability of AI models to perform complex financial analyses has improved dramatically over the past two years, allowing for more efficient workflows [2][4][7] Group 1: AI Integration in Finance - AI models now require less manual input for financial calculations, demonstrating a leap in technological capabilities [2] - The financial sector is expected to integrate AI technologies extensively, impacting job roles and responsibilities [5] Group 2: Personal Experience and Adaptation - The individual transitioned to AI training while seeking equity valuation roles, highlighting the evolving job market in finance [3][6] - The commitment to AI training involves significant time investment, with work extending into evenings and weekends, reflecting the urgency to adapt to industry changes [4][7]

December 19, 2025 11:38 PM GMT Global Macro Strategist Top 10 Surprises for 2026 A year without surprises would be a surprise itself. We discuss 10 market surprises that could make investors think differently. Surprise #1: Jobless productivity bull-flattens UST curve: Supply-driven disinflation leads to lower term premia, and lower short rates lead to less deficit concerns, given issuance mix – flattening the yield curve vs. forwards. Surprise #2: Back to negative equity-bond correlations: With inflation ex ...

18 December 2025 | 11:33AM EST Commodities Research COMMODITY VIEWS 2026 Outlook: Ride the Power Race and Supply Waves Daan Struyven +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Samantha Dart +1(212)357-9428 | samantha.dart@gs.com Goldman Sachs & Co. LLC Lina Thomas +1(212)902-8376 | lina.thomas@gs.com Goldman Sachs & Co. LLC Eoin Dinsmore +65-6889-2401 | eoin.dinsmore@gs.com Goldman Sachs (Singapore) Pte Yulia Zhestkova Grigsby +1(646)446-3905 | yulia.grigsby@gs.com Goldman Sachs & Co. LL ...