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(28/04/26)Goldman Sachs has raised its oil outlook, sharpening investor focus on inflation and the path for interest rates.The bank now expects Brent crude to average $90 a barrel in the fourth quarter, with WTI at $83, while maintaining an upside scenario of $120 to $150 should supply disruptions intensify.The move reinforces concerns that energy-led price pressures could complicate the case for near-term rate cuts. In markets, that favours commodity-linked sectors while weighing on rate-sensitive growth names.For bankers, the implications are more immediate: stronger conditions for energy consolidation, infrastructure transactions and commodity financing mandates, particularly in upstream assets.

Goldman Sachs: Higher Oil Forecasts Reignite Inflation Concerns

(28/04/26)US equities remained underpinned by corporate earnings strength in JPMorgan’s latest weekly market note, with the S&amp;P 500 back in positive territory year-to-date and the Nasdaq hovering near record highs.The bank pointed to 13.2% blended earnings growth and 9.9% revenue growth, reinforcing the view that fundamentals continue to outweigh macro headwinds. Oil, however, remains a key risk variable, trading around $95 a barrel, while Bitcoin rose to $77,800.For dealmakers, the backdrop is increasingly supportive. Firmer equity valuations and a steadier risk appetite should help reopen windows for IPOs, secondary issuance and stock-financed acquisitions as the second quarter progresses.

JPMorgan: Earnings Momentum Keeps Equities on the Front Foot

(28/04/26)Morgan Stanley’s latest outlook keeps investors anchored to the structural growth themes that have driven markets over the past year, with AI infrastructure, power demand and industrial investment remaining central.The bank’s shares closed at $190.18, leaving them just 2.27% below their 52-week high, in line with broader strength across US financials and capital markets.For advisory teams, the focus remains on sectors tied to the AI buildout — notably data centres, semiconductors, utilities and energy infrastructure, where strategic activity continues to gather pace.

Morgan Stanley: AI Capex and Power Demand Stay in Focus

(28/04/26)Bank of America’s latest weekly note points to an improving market backdrop as gains begin to extend beyond the largest technology names.With the S&amp;P 500 modestly positive for the year, the bank highlights improving breadth as a sign of healthier investor positioning and stronger risk sentiment.A broader rally tends to provide a firmer foundation for capital markets activity, particularly in equity issuance, sponsor exits and strategic public-market M&amp;A.For dealmakers, that shift in tone may prove more important than the headline index level itself.

Bank of America: Broader Rally Improves Market Tone

(28/04/26)Citi’s latest market update keeps oil at the centre of the macro narrative, forecasting Brent at $110 in Q2, easing to $95 in Q3 and $80 in Q4.The bank’s upside case still envisages a spike towards $150 a barrel, a move that would materially alter inflation expectations and inject further volatility into rates and FX markets.For corporate finance teams, the implications extend beyond energy. Higher fuel costs raise pressure on transport, logistics and consumer-facing sectors, increasing the likelihood of refinancing, restructuring and opportunistic M&amp;A activity.

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