2026 Economic Outlook: Wells Fargo’s Forecast for GDP, Inflation & Equities

Leave a Comment / Economic Outlook, Equity Markets, Investment Strategy, Macroeconomics, Market Forecasts, Monetary Policy / By
Wells Fargo Investment Institute projects 2026 U.S. GDP growth of ...

They see tax and regulatory easing, strong technology and AI inves...

WFII and peers like Bank of America and J.P. Morgan broadly agree ...

Recommended strategies stress valuation discipline, diversificatio...

BBVA CIB Accelerates Sustainable Finance Growth, Eyes Investment Banking Revenue Surge by 2029

Leave a Comment / Banking Strategy, Corporate & Investment Banking, Financial Results, Investment Banking, Sustainable Finance / By

Executive Summary BBVA Corporate & Investment Banking (CIB) is executing a strategy centered on sustainable growth, sector specialization, and global expansion. In 2025 its revenues rose sharply—recording €1.71 billion in Q1 (+36 % YoY) and €3.194 billion in H1 (+28 % YoY)—while its sustainable finance activity climbed substantially, aligned with a new target of €700 …

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Why J.P. Morgan’s $105B Expense Surge Signals a Shift in Carbon Transition Costs

Leave a Comment / Banking, Carbon Markets, Climate Finance, ESG & Sustainability, Investment Banking / By

Gist J.P. Morgan remains deeply engaged in the low-carbon transition through its Center for Carbon Transition (CCT), actively structuring landmark deals in nature-based carbon removal and advancing its Carbon Compass framework for firmwide climate metrics. [1][2][3] Among recent pivotal deals, the bank led a $210 million credit facility for Chestnut Carbon to scale afforestation projects …

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Citi Forecasts ~25% YoY Surge in Q4 Investment Banking Fees Amid Strategy & Regulatory Shifts

Leave a Comment / Banking & Financial Services, Capital Markets, Financial Regulation, Investment Banking, Mergers & Acquisitions / By

Key Takeaways Citigroup CFO Mark Mason forecasts that investment banking fees will rise by **mid-20% year-over-year** in the fourth quarter (Q4) of 2025, driven largely by momentum in mergers and acquisitions (M&A). In contrast, Citigroup expects markets revenue for the same period to decline by **low-to-mid single digits** year-over-year. The bank’s global economic outlook remains …

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JPMorgan Revenue Momentum Hits Headwinds: Fees Up Slightly, Costs Surge to $105B

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Executive Summary JPMorgan Chase projects that its investment banking revenue will increase by a low-single-digit percentage in the fourth quarter of 2025, with markets revenue rising in the low-teens, citing improved dealmaking conditions and higher trading activity. However, the bank also expects expenses in 2026 to surge to about $105 billion—well above Wall Street’s forecasts. …

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Citigroup Sees 25% Surge in Q4 Investment Banking Fees Amid Soft Market Revenues

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Executive Summary Citigroup CFO Mark Mason expects investment banking fees in Q4 2025 to increase by approximately 25% year-over-year, driven by strong M&A activity; market revenues are projected to decline modestly compared to the same period. Meanwhile, the bank is underway with major transformation efforts, with around two-thirds of its cost-cutting and operational streamlining initiatives …

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SEC Moves to End Key Sections of Global Research Analyst Settlement via FINRA Rule 2241

Leave a Comment / Capital Markets, Equity Research, FINRA Rules, Investment Banking, Securities Regulation / By

Executive Summary On December 5, 2025, the Securities and Exchange Commission (SEC) agreed to terminate—or significantly modify—the remaining undertakings under the Global Research Analyst Settlement, long ago entered into in the early 2000s, which imposed strict firewalls and prescriptive rules for research‐banking separation. [2][3] The change recognizes that many of those obligations have been superseded …

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Hong Kong Tightens IPO Rules: Regulators Demand Higher Standards Amid Surge in Listings

Leave a Comment / Equity Capital Markets, Hong Kong IPOs, Investment Banking, IPO Regulation, Securities Regulation / By

Executive Summary Hong Kong’s Securities and Futures Commission (SFC) and the Hong Kong Exchanges and Clearing (HKEX) have jointly urged investment banks to improve the quality of IPO applications, citing concerns over rushed or substandard submissions amid a surge in listings. More than 300 companies—most from mainland China—have filed to list so far in 2025, …

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Regulators Roll Back Bank Capital & Leverage Rules—What That Means for Lending Risk

Leave a Comment / Bank Capital, Banking Regulation, Community Banking, Credit Risk, Leveraged Lending / By

Executive Summary Regulators have rescinded longstanding limits on “leveraged lending”—bank loans made to highly indebted companies—by withdrawing the interagency guidance from 2013 on such transactions. Additionally, bank capital rules are being loosened: the enhanced supplementary leverage ratio (eSLR) will be relaxed for large banks and their depository subsidiaries beginning April 1, 2026, and the community …

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How Foss Hill Financial Builds an Inclusive Investment Banking Pipeline at Wesleyan

Leave a Comment / Career Development, Diversity & Inclusion in Finance, Investment Banking, Student Finance Organizations, University Career Services / By

Executive Summary Foss Hill Financial is a student-led investment banking club at Wesleyan University founded in 2023 to guide students through the early and networking-heavy recruitment process for finance roles. It operates through a mentorship cohort structure, yields growing internship placement results, and is increasingly conscious of gender equity issues within its cohorts. Strategic challenges …

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