Goldman Sachs raises dollar-yen outlook, now sees yen weakening to 165 within 12 months
The Wall Street bank lifted its 1-year forecast for USD/JPY, pointing to persistent U.S. Treasury yield strength and Japan’s shifting fiscal and rate outlook.
Banks, asset managers, payments networks, insurers, fintech, crypto-linked companies, and the capital markets around them.
The Wall Street bank lifted its 1-year forecast for USD/JPY, pointing to persistent U.S. Treasury yield strength and Japan’s shifting fiscal and rate outlook.
THE APEX TIMES
A recent Yahoo Finance market note said Visa (V) screens well using the average brokerage recommendation (ABR) metric. The post also questioned whether ABR, driven by sell-side ratings, is a reliable way to choose investments.
A surge tied to artificial-intelligence linked trading has pushed two of the largest emerging-markets exchange-traded funds in different directions, underscoring that “nearly interchangeable” funds may track meaningfully different risk when leadership shifts.
A new Yahoo Finance piece revisits what a $1,000 investment in JPMorgan Chase & Co. a decade ago might be worth today, arguing that long-term results for investors are often driven by how a stock performs over time, not just how it starts.
Morgan Stanley Investment Management, through its private infrastructure arm, said it will invest in a gas-fired combined-cycle electricity project in Sturgeon County, Alberta, alongside Pembina Pipeline and Kineticor Asset Management.
In a note cited by Bloomberg, Morgan Stanley said momentum in semiconductors is fading and warned that the knock-on effects could soften the broader equity market. The bank’s top AI bets among hyperscalers are Microsoft, Amazon and Meta.
The move boosts one of the Wall Street’s higher-conviction calls tied to data-center connectivity equipment as analysts say artificial intelligence infrastructure demand could stay elevated through 2028.
A widely shared market note says Bank of America’s “highest-conviction” Q3 2026 stock ideas highlight dividend income paired with double-digit upside goals. The accessible material does not include the list of companies or the stated upside figures, leaving key details to be verified.
The brokerage moved T-Mobile U.S. to Buy from Neutral, saying the market is reacting too strongly to fears that low-Earth-orbit satellite competition will pressure the wireless carrier’s growth.