Goldman Sachs is restructuring its influential technology, media, and telecom (TMT) investment banking group with an eye toward infrastructure deals and artificial intelligence, creating two new teams... ...

Core Insights - Gold and silver prices are experiencing significant upward momentum, with gold futures around $4,300 and silver nearing its record of over $64, driven by expectations of looser monetary policy from the Federal Reserve [1][2][4]. Group 1: Market Dynamics - The Federal Reserve's recent interest rate cut has contributed to the rise in gold and silver prices, indicating a potential continuation of this trend into 2026 [2][4]. - The US dollar index is under pressure, which is lifting commodity prices, including gold [3][4]. - Analysts anticipate that upcoming US nonfarm payroll data could influence gold prices, with a slowdown likely reinforcing bets on further rate cuts [3][4]. Group 2: Future Projections - UBS strategists predict gold prices will be supported by lower real yields and continued weakness in the US dollar, forecasting a price of $4,500 per ounce by June 2026 [4]. - Goldman Sachs maintains a "structurally bullish" outlook for gold, citing robust central bank demand, with potential for higher prices if US investors increase their allocations [5][6]. - Analysts suggest that if investor diversification increases, there could be significant upside to the end-2026 gold price forecast of $4,900 [6].

According to CoinDesk, investment bank Citi recently stated that the connection between the cryptocurrency market and traditional equity markets was once again getting closer. With volatility increasing across asset classes, bitcoin is still sensitive to market swings in equities and ether has also shown higher short-term volatility. Even though bitcoin’s volatility is below its one-year average, the crypto market has experienced multiple swings over the last little while due to broader market uncertainty. ...

Jamie Grant, global chairman at JPMorgan Chase & Co.’s investment banking group, is set to retire early next year after more than four decades at the lender, according to people with knowledge of the matter https://t.co/1B78awIq3v ...

Key Takeaways Goldman reported $3.37B in M&A advisory fees in the first nine months of 2025, reflecting higher deal volumes.GS equity and debt underwriting fees rose 7% and 11% in YTD 2025, adding support to overall IB revenue growth.GS management expects improved financing conditions to accelerate delayed M&A and capital-raisingThe Goldman Sachs Group’s (GS) chief financial officer, Denis Coleman, affirmed its strong confidence in global mergers and acquisitions (M&A) at the firm’s 2025 Global Conference h ...

Popular investment banking giant JPMorgan Chase has moved further into the crypto ecosystem with a tokenized market fund. This is in a bid to bring blockchain technology to an investing staple, which is the money-market fund. JPMorgan Plans to Open Fund to the Public With up to $4 trillion in Assets Under Management (AuM), JPMorgan is utilizing the Ethereum (ETH) blockchain to roll out its first tokenized money-market fund. According to a Wall Street Journal (WSJ) report, it plans to start with a $100 m ...

Core Viewpoint - GlobalTech Corporation has announced the planned acquisition of 123 Investments Limited, operating as Moda in Pelle, with D. Boral Capital LLC serving as its strategic advisor for this transaction [1][2]. Company Overview - GlobalTech Corporation is a U.S.-based technology holding company focused on artificial intelligence, big data, and emerging technologies, aiming to empower innovative companies through strategic partnerships and capital investment [3]. - D. Boral Capital LLC is a global investment bank that specializes in providing strategic advisory and financial solutions to middle-market and emerging growth companies, having successfully aggregated approximately $30 billion in capital since its inception in 2020 [4][3]. Acquisition Details - The acquisition of Moda in Pelle is part of GlobalTech's strategy to scale globally and invest in cutting-edge solutions, with updates to be shared in future public filings [2]. - The transaction is subject to customary agreements and compliance, with no assurance of timely completion [2]. Moda in Pelle Overview - Moda in Pelle, established in 1975, is a British footwear brand known for its high-quality products and strong presence in the UK market, operating over 40 retail stores and a robust online platform [4].

Core Viewpoint - Jefferies Financial Group Inc. and its trade finance arm, Point Bonita Capital, are under investigation for potential violations of federal securities laws following a probe by the SEC related to their exposure to First Brands Group, which filed for bankruptcy in September 2025 [1][4]. Group 1: Company Overview - Jefferies is an investment banking and capital markets firm, with Point Bonita Capital serving as its trade finance division [2]. - Both Jefferies and Point Bonita were significant financial partners of First Brands Group, an auto parts supplier that declared bankruptcy in September 2025 [2]. Group 2: Financial Exposure - On October 8, 2025, Jefferies disclosed that it and Point Bonita had approximately $715 million in exposure to First Brands' receivables, accounting for about 25% of Point Bonita's trade finance portfolio [3]. - Following this announcement, Jefferies' stock price dropped by $4.66 per share, or approximately 8%, from $59.10 on October 7, 2025, to $54.44 on October 8, 2025 [3]. Group 3: SEC Investigation Details - The SEC is investigating whether Jefferies provided adequate information to investors regarding their exposure to the auto industry, particularly in light of First Brands' bankruptcy, which involved $12 billion in debt [4]. - The SEC is also examining internal controls and potential conflicts of interest within Jefferies and Point Bonita [4]. Group 4: Legal Implications - Bleichmar Fonti & Auld LLP is investigating whether Jefferies and/or Point Bonita made materially false and misleading statements to investors concerning their significant exposure to First Brands and the ongoing SEC investigation [5].

Core Viewpoint - The article highlights five non-tech large-cap stocks that are currently trading on the dip from their 52-week highs, presenting attractive investment opportunities for 2026 [2][4]. Group 1: Market Overview - On December 11, 2025, the Dow and S&P 500 indexes advanced by 1.3% and 0.2%, respectively, reaching new all-time high closings, while the tech-heavy Nasdaq Composite fell by 0.3% [2]. - The recent Federal Reserve rate cut and high valuations in the technology sector have prompted a shift in market focus towards rate-sensitive cyclical sectors such as utilities, industrials, financials, energy, materials, and healthcare [3]. Group 2: Featured Stocks On Holding AG (ONON) - On Holding specializes in footwear and sports apparel, with an expected revenue growth rate of 20.6% and earnings growth rate of 79.3% for the next year [5]. - The Zacks Consensus Estimate for next year's earnings has improved by 22% over the last 30 days, and ONON is currently trading at a 22.7% discount from its 52-week high [5]. Lennar Corp. (LEN) - Lennar is involved in homebuilding and financial services, benefiting from a tech-enabled manufacturing platform aimed at improving efficiencies and reducing costs [6]. - The company has an expected revenue growth rate of 1.9% and earnings growth rate of 11.1% for the next year, with a 21.2% discount from its 52-week high [8]. Jefferies Financial Group Inc. (JEF) - Jefferies has gained market share in investment banking without significantly expanding its balance sheet, which is expected to drive top-line growth [9]. - The expected revenue growth rate is 16.5% and earnings growth rate is 59.5% for the next year, with a 23.7% discount from its 52-week high [11]. Omnicom Group Inc. (OMC) - Omnicom's diverse portfolio across traditional and digital marketing segments enhances revenue stability [12]. - The expected revenue growth rate is 3.1% and earnings growth rate is 8.8% for the next year, currently trading at a 13.2% discount from its 52-week high [14]. Thomson Reuters Corp. (TRI) - Thomson Reuters provides value-added information and technology across various sectors, including law, tax, and financial services [15]. - The expected revenue growth rate is 7.6% and earnings growth rate is 12.4% for the next year, with a significant 39.6% discount from its 52-week high [16].

Hong Kong red-hot market for initial public offerings is set to close the year with its busiest month for listings in at least four years as companies rush to list their shares https://t.co/ERwnRgkzoi ...