Sitting at the Intersection of Soft Funding January 10, 2026 12:58 AM GMT US Rates Strategy | North America Funding markets sit at the intersection of more than ample cash in the system and smaller collateral in need of financing, pointing to further repo normalization. With this carrying potential for lower EFFR prints, we think FFF6 longs offer compelling value after the market impact of a large futures block. Key Takeaways Please add me to your distribution list. M Idea Morgan Stanley & Co. LLC Martin W ...

Global Markets Outlook January 2026 Christian Mueller-Glissmann, CFA Kamakshya Trivedi Head of Asset Allocation Goldmans Sachs International christian.mueller-glissmann@gs.com Chief FX and EM Strategist Goldmans Sachs International kamakshya.trivedi@gs.com George Cole Head of European Rates & Strategy Goldmans Sachs International george.cole@gs.com +44-20-7774-1714 +44-20-7051-4005 +44-20-7552-1214 This report is intended for distribution to GS institutional clients only. Investors should consider this repo ...

Raghu Narain, Head of APAC Investment Banking at Natixis CIB, shares his 2026 outlook on deal making across Asia Pacific from M&A momentum to opportunities in tech, the energy transition, and regional growth. He joins Paul Allen exclusively on Bloomberg's Insight with Haslinda Amin. ...

Investment Rating - The report projects a real GDP growth of 4.8% for 2026, which is above the consensus expectation of 4.5% [7]. Core Insights - China's manufacturing competitiveness and rare earth controls are expected to drive export volumes growth of 5-6% annually [7]. - The current account surplus is projected to be 4.2% of GDP, significantly higher than the consensus of 2.5% [7]. - Although the property market has not yet bottomed, its negative impact on GDP growth is expected to lessen [7]. - Government consumption growth is anticipated to increase, compensating for weak household consumption in 2026 [7]. - Investment is expected to rebound from 2025 to 2026 [7]. Economic Growth - The report anticipates a gradual reflation process in China, with PPI inflation expected to rise from -2.6% in 2025 to -0.7% in 2026 and headline CPI inflation increasing from 0% in 2025 to 0.6% in 2026 [7]. - The fiscal deficit is projected to widen by 1.2 percentage points of GDP, reaching 12.2% in 2026 [33]. Policy Outlook - The report expects a 20 basis points cut in policy rates and a year-end USDCNY exchange rate of 6.85 [7]. - The 15th Five-Year Plan continues to prioritize manufacturing, technology, and security [7]. Investment Trends - Investment growth is expected to rebound in 2026 due to policy support and a low base effect [42]. - The report highlights that the high-tech sector is projected to contribute an average of 1 percentage point to real GDP growth over the next five years [59].

As filed with the U.S. Securities and Exchange Commission on January 8, 2026. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ___________________________ Cantor Equity Partners VI, Inc. (Exact name of registrant as specified in its charter) ___________________________ | Cayman Islands | 6770 | 98-1601080 | | --- | --- | --- | | (State or other jurisdiction of | (Primary Standard Industrial | (I.R.S ...

The world's most prominent investment bank says the massive rally in the stock market, which is moving into its fourth year, is not over. ...

Morgan Stanley promoted 184 of its employees to managing directors this year, an about 6% increase from a year ago, according to an internal memo seen by Reuters. ...

Core Insights - Jefferies reported a higher profit for the fourth quarter, driven by a rebound in dealmaking and strong underwriting, indicating robust activity in Wall Street's investment banking sector [1] Group 1: Financial Performance - The company's fourth-quarter profit increased significantly, reflecting improved market conditions and increased transaction volumes [1] - The rebound in dealmaking suggests a recovery in mergers and acquisitions, which is a positive sign for the investment banking industry [1] Group 2: Market Implications - The strong underwriting performance indicates that investor confidence is returning, which may lead to more capital market activities [1] - This performance serves as an early indicator of the overall strength of Wall Street's investment banking landscape [1]

Group 1: General Motors (GM) - GM has demonstrated strategic discipline by reducing electric vehicle investments, ending a $10 billion robotaxi program to save $1 billion annually, and refocusing on personal vehicles and Super Cruise [1] - Under CEO Mary Barra, GM is expected to lead U.S. sales among all manufacturers for 2025 following a year of volatility after the announcement of "Liberation Day" [2] Group 2: Citigroup - Citigroup has transformed under CEO Jane Fraser's "Project Bora Bora," with full-year revenues tracking toward $84 billion, the highest since 2010, and all five business segments hitting quarterly records [4] - The stock performance is the best among major U.S. banks, up 67%, trading above tangible book value for the first time in a decade, and Fraser was elected Chair of the Citigroup Board of Directors [3] Group 3: Eli Lilly - Eli Lilly became the first trillion-dollar pharmaceutical company, with sales of its tirzepatide drugs growing by 131% year-over-year, capturing 63% of all branded anti-obesity prescriptions [8] - The company announced a $27 billion investment in four new U.S. manufacturing plants, the largest pharmaceutical commitment in U.S. history, driving the stock up 39% for the year [10] Group 4: Amphenol - Amphenol delivered record sales and earnings in every quarter of 2025, with revenues surging over 50% year-over-year, driven by organic growth in the IT datacom market [12] - The company's acquisition strategy has been effective, acquiring over 50 companies in the past decade, including a $10.5 billion deal to expand fiber-optic capabilities [13] Group 5: Freeport-McMoRan - Freeport-McMoRan achieved a 34% increase in performance, benefiting from the copper Supercycle, with copper prices reaching $12,000 per ton [14] - Despite a tragic mudslide halting production at the Grasberg mine, the company’s diversified portfolio showed resilience, with significant income increases from other mines [15] Group 6: Ralph Lauren - Ralph Lauren transformed from a discount-dependent retailer to a luxury brand, with average unit retail prices doubling and market capitalization reaching an all-time high of $20 billion [16] - Revenues rose 7% to $7.1 billion in fiscal year 2025, with adjusted operating margins expanding 150 basis points to 14% [17] Group 7: Boeing - Boeing delivered 537 aircraft as of November 2025, up from 348 in 2024, and increased production targets for the 787 [19] - The company completed its acquisition of Spirit AeroSystems, enhancing control over production and maintaining a backlog of $640 billion [20] Group 8: Starbucks - Starbucks reached positive comparable sales for the first time in seven quarters under CEO Brian Niccol's "Back to Starbucks" strategy [23] - The company has undergone significant reorganization, including workforce reductions and store closures, while focusing on improving customer experience [24] Group 9: Nike - Nike has prioritized performance improvement across sports, launching successful products and initiatives that have driven over 20% growth in the running category [27] - The company has also strengthened wholesale channels, with revenue accelerating by 8% to $7.5 billion in the latest quarter [28] Group 10: Target - Target is at a pivotal moment with incoming CEO Michael Fiddelke, who has already acted decisively with an 8% workforce reduction [30][33] - The company has a solid foundation with a $100 billion omnichannel business, but faces challenges including market share losses and a vulnerable product mix [31][32] Group 11: Disney - Disney has fortified its position as a streaming powerhouse, with nearly 200 million subscribers and a turnaround from $4 billion in annual losses to profitability [34] - The company has faced challenges but has shown strong performance in box office sales and capital investments in parks and cruise divisions [35]

Group 1 - The article discusses three underperforming stocks that are expected to face challenges as they enter 2026, contrasting with previously highlighted best performers for 2025 [1] - Rida Morwa, a seasoned investment and commercial banker with over 35 years of experience, leads the Investing Group High Dividend Opportunities, focusing on high-yield investment strategies [1] - The service aims for a targeted safe yield of over 9%, offering features such as model portfolios, buy/sell alerts, and regular market updates to its members [1] Group 2 - The article emphasizes the importance of community and education in investment strategies, suggesting that investors should not navigate the market alone [1]