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Bank & fund research views Latest Activity

Public views from researchers and strategists at Morgan Stanley, J.P. Morgan, Goldman Sachs, Citi, HSBC, Barclays, UBS, Nomura, BlackRock, PIMCO and others: macro, rates, FX and market outlooks.

251 related activitiesLast 30 days 80 itemsFeatured among them 0 items

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Activity Archive · Page 9 页

8 JulWedIssue 161–180 items
  1. Citi: Research @ Citi23

    Citi Markets Podcast: The Tech Trade at a Crossroads

    In the Citi Markets Podcast, Scott Chronert discusses the possible direction of the US stock market in the third quarter, analyzing the "game of chicken" in the AI trade and the prospects for breadth in the rest of the S&P 500. This podcast is for informational purposes only and does not constitute investment research or any professional advice, including financial or tax advice. The content is based on publicly available information and no guarantee is made as to its accuracy or completeness.

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7 JulTue
  1. PIMCO：Accrued Interest31

    Greg Sharenow on Structural Changes in Commodities

    Greg Sharenow, Head of Commodity Portfolio Management at PIMCO, joins the podcast to discuss structural shifts in commodities. He analyzes how factors such as the Iran conflict, AI infrastructure buildout, and manufacturing reshoring are affecting energy supply-demand balances, and explores the role of commodities in portfolio construction. This podcast is for informational purposes only and does not constitute investment advice.

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2 JulThu
  1. Goldman Sachs: Exchanges19

    Goldman Sachs' Top of Mind Explores How AI Will Impact Employment

    Goldman Sachs' Top of Mind discusses the prediction that rapid AI capability improvements and rising corporate adoption could trigger mass unemployment by the end of this decade. MIT scholars Daron Acemoglu and Neil Thompson join Goldman Sachs Research economist Joseph Briggs for a conversation hosted by Allison Nathan.

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  2. BlackRock: The Bid33

    BlackRock The Bid Episode 266: Midyear 2026 Outlook — Scarcity and Abundance in the AI Era

    BlackRock's The Bid podcast Episode 266 presents the Midyear 2026 Outlook, centered on the theme of scarcity and abundance in the AI era. Host Oscar Pulido speaks with Jean Boivin, Head of the BlackRock Investment Institute, about the energy, infrastructure, labor, and capital constraints brought by AI expansion. They introduce the concept of 'multi-furcation,' noting that markets are currently driven by multiple competing outcomes rather than a single baseline scenario. The episode also discusses the evolving nature of AI investment opportunities, the central role of infrastructure, the importance of tactical portfolio construction, and why investors need to rethink traditional diversification approaches.

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30 JunTue
  1. JPMorgan: Making Sense24

    Midyear Outlook 2026: Resilient Growth, Sticky Inflation, and Policy Shifts

    J.P. Morgan’s Making Sense presents the Midyear Outlook 2026, where Head of Content Strategy Samantha Azzarello joins analysts from the Global Markets Research team to discuss market performance in the first half of 2026, shifting inflation and policy expectations, and the impact of geopolitical headwinds. Recorded between June 15 and 24, 2026, this episode explores the key drivers across asset classes—including equities, rates, FX, and commodities—for the second half of the year.

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27 JunSat
  1. JPMorgan: Making Sense24

    Healthcare Deals: A Mid-Year Pulse Check

    Jerry Lee and Nick Richitt, Global Co-Heads of J.P. Morgan's Healthcare Investment Banking, break down five key themes reshaping the healthcare landscape in this mid-year outlook episode. Hosted by Haley Trethaway. Recorded June 16, 2026. For informational purposes only. Not an offer or solicitation to trade any financial instrument.

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26 JunFri
  1. BlackRock: The Bid36

    Inflation and Investing: What Sticky Prices Mean for Your Portfolio – Ask Me Anything

    In this Ask Me Anything episode of BlackRock’s The Bid, host Oscar Pulido is joined by Helen Jewell, Chief Investment Officer of International Equities, and Tom Becker, Senior Portfolio Manager in the Global Tactical Asset Allocation team, to discuss what’s driving inflation today and what it means for portfolios.

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  3. J.P. Morgan Asset Management: Insights Now23

    2026 Mid-Year Outlook: Multiple headwinds and market divergence amid the AI boom

    JPMorgan Asset Management has released its 2026 mid-year market outlook, noting that current markets are shaped by the combined effects of AI investment enthusiasm, geopolitical uncertainty and economic divergence. The AI boom is driving rapid growth in the technology and semiconductor sectors, while higher energy prices and heightened global tensions are adding complexity to inflation dynamics and consumer sentiment.

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24 JunWed
  1. JPMorgan: Making Sense12

    Security and Resiliency in Action: Kristina Nilsson, Global Co-Head of AI Investment Banking, and Justin Krauss, Head of Defense Tech and Innovative Economy Security Resiliency, on the importance of prioritizing strategic technology

    In the latest episode of Security and Resiliency in Action, part of J.P. Morgan’s Making Sense podcast, Kristina Nilsson, Global Co-Head of AI Investment Banking, and Justin Krauss, Head of Defense Tech and Innovative Economy Security Resiliency, discuss the importance of prioritizing strategic technology. This content is produced by members of the J.P. Morgan Investment Banking Group and is for informational purposes only. It is not an offer or solicitation for any financial instruments or credit services.

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  2. Citi: Research @ Citi23

    Citi Markets Podcast: 'King in the North' – Andy Burnham's Market Impact

    Citi's Beata Manthey and May Rostom discuss how Andy Burnham, as the clear frontrunner following Keir Starmer's resignation as UK Prime Minister, is reshaping the UK political landscape. The conversation covers the stability of the transition and the far-reaching implications for the economy, interest rates, foreign exchange, and equity markets. This podcast is for informational purposes only and does not constitute investment research or any financial advice.

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23 JunTue
  1. English translation is being prepared.32

    Semi-Bicentennial Special: U.S. Market Control on the 250th Anniversary of the Declaration of Independence

    JPMorgan's Eye on the Market releases a special edition marking the 250th anniversary of the U.S. Declaration of Independence, using a fictional half-bald eagle, half-octopus creature named "Aquilaceph" as a metaphor to explore America's enduring grip on financial markets.

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  2. Goldman Sachs: Exchanges21

    Goldman Sachs Research: What Signals Does the IPO Boom Send?

    Ben Snider, Chief U.S. Equity Strategist for Goldman Sachs Research, analyzes the intensifying IPO activity since 2026, exploring its implications for investor sentiment and the potential impact of the IPO boom on subsequent U.S. stock market performance. This analysis was recorded on June 22, 2026, and is for informational purposes only and does not constitute investment advice.

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19 JunFri
  1. Nomura: The Week Ahead31

    Nomura The Week Ahead: Global Monetary Policy Outlook After New Fed Chair Kevin Warsh's First FOMC Meeting

    Nomura's The Week Ahead focuses on market volatility following new Fed Chair Kevin Warsh's first FOMC meeting, outlining the outlook for subsequent U.S. monetary policy. It also covers diverging interest rate expectations for the ECB and the Bank of England, as well as recent rate hikes by Bank Indonesia and the upcoming rate decision from the Bank of Thailand. Content is organized by interest rate topics, the U.S., EMEA, and Asia.

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  2. JPMorgan: Making Sense25

    Emerging Market Credit: Liquidity in a New Era

    Meridy Cleary from J.P. Morgan's FICC Market Structure and Liquidity Strategy team speaks with James Banghart, Global Head of Emerging Market Credit Trading, to discuss the test of geopolitical shocks on emerging market credit liquidity, the evolution of execution models driven by portfolio trading and ETFs, and the potential impact of new bond transparency rules in the EU and UK. This podcast was recorded on June 9, 2026, and also touches on the current state and drivers of emerging market private credit.

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18 JunThu
  1. Goldman Sachs: Exchanges23

    Maverick Capital Co-CIOs on How to Pick Winners in AI

    Maverick Capital Co-CIOs Ben Silver and David Tykocinski joined Goldman Sachs' Great Investors podcast to share the firm's three-decade-long long-term investment strategy: no market timing, deep due diligence, and partnering with management teams to generate long-term returns. They also discussed investment opportunities in AI and healthcare, as well as their complementary collaborative approach in co-leadership roles. The interview was recorded on June 4, 2026.

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  2. BlackRock: The Bid34

    BlackRock The Bid Podcast: Is tokenization the next evolution of global financial market infrastructure? In conversation with BlackRock Chief Operating Officer Rob Goldstein

    Episode 264 of BlackRock's The Bid podcast features Oscar Pulido in conversation with BlackRock Chief Operating Officer Rob Goldstein, exploring the topic of tokenization. The discussion covers the practical definition of tokenization, how it differs from cryptocurrency, the role of digital wallets, the logic of coexistence between traditional finance and digital assets, the role of blockchain in financial infrastructure, and the impact of regulation on the future development of the tokenization market.

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17 JunWed
  1. Goldman Sachs: Exchanges34

    How Will a U.S.-Iran Agreement Affect Oil Prices?

    Daan Struyven, Co-Head of Global Commodity Research and Head of Oil Research at Goldman Sachs Research, noted that oil prices are expected to fall further after the U.S. and Iran reached an agreement to end hostilities and reopen the Strait of Hormuz, but will not return to pre-war levels in the short term. Oil prices still face upside risks due to lingering conflict effects, persistently low inventories, and the risk that the Strait of Hormuz may not fully reopen. Goldman Sachs Research forecasts an average Brent crude price of $75 per barrel next year, below the approximately $80 per barrel level at the time of the podcast recording.

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16 JunTue
  1. Nomura: The Week Ahead24

    Week Ahead Special: NIFA 2026 Conversations (Part 2)

    Nomura Investment Forum Asia (NIFA) 2026 Special releases the second part of guest conversations. Guest Dr. Leslie Teo discusses AI, covering the creation path of AI's long-term economic value, the monetization logic of large AI capital expenditures, AI's productivity-boosting effect on economic growth, and the current progress of the "end of jobs" debate.

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