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29 June 2026Goldman Sachs' latest market monitor focused on AI as a long-term productivity driver rather than simply a technology investment theme. The bank argued that AI adoption will increasingly benefit sectors beyond large-cap technology, supporting earnings growth across the broader economy.Despite higher-for-longer interest rates, Goldman believes corporate investment remains resilient, with businesses continuing to accelerate automation and digital infrastructure spending.Market implications<ul><li>AI remains the dominant structural investment theme</li><li>Productivity gains continue supporting growth expectations</li><li>Market leadership is gradually broadening</li></ul>M&amp;A / deal flow implications<ul><li>AI software and automation remain acquisition priorities</li><li>Corporate investment continues supporting advisory activity</li><li>Technology deal pipelines remain healthy</li></ul>3 key takeaways<ol><li>AI is becoming an economy-wide productivity story.</li><li>Investment opportunities extend beyond Big Tech.</li><li>Corporate spending remains resilient.</li></ol>

Goldman Sachs: AI Productivity Story Broadens

29 June 2026JPMorgan turned even more bullish this week, raising its year-end S&amp;P 500 target to 7,800 from 7,600, joining a wave of upward revisions across Wall Street. The bank cited stronger-than-expected earnings growth, AI-driven capital expenditure and improving geopolitical conditions following progress in US-Iran negotiations.The firm also lifted its earnings forecasts to $350 EPS for 2026 and $390 EPS for 2027. With the S&amp;P 500 up 7.6% year-to-date, JPMorgan believes the AI investment cycle remains in its early stages, although it warned that crowded positioning in AI-related names could increase volatility.Market implications<ul><li>AI continues driving earnings upgrades</li><li>S&amp;P 500 target increased to 7,800</li><li>Crowded positioning increases downside risk</li></ul>M&amp;A / deal flow implications<ul><li>Equity valuations support stock-financed acquisitions</li><li>AI infrastructure remains the strongest deal theme</li><li>ECM markets continue to improve</li></ul>3 key takeaways<ol><li>JPMorgan raised its S&amp;P 500 target.</li><li>AI capex continues driving earnings growth.</li><li>Crowded AI positioning is the biggest near-term risk.</li></ol>

JPMorgan: AI Earnings Boom Drives Target Upgrade

29 June 2026Morgan Stanley's latest research highlighted easing inflation risks following the sharp decline in oil prices. Brent crude ended the week around $80.57 per barrel, down nearly 8%, reducing pressure on inflation expectations and improving the outlook for financial markets.The bank maintained its constructive view on equities, arguing that AI-led earnings growth continues to outweigh macro headwinds. It also reiterated that gold's long-term outlook depends increasingly on renewed investor demand rather than central-bank purchases.Market implications<ul><li>Lower oil prices ease inflation concerns</li><li>AI remains the primary earnings driver</li><li>Commodity markets remain sensitive to geopolitical developments</li></ul>M&amp;A / deal flow implications<ul><li>Improved financing conditions support transactions</li><li>Infrastructure and AI deals remain active</li><li>Energy deal momentum may moderate if oil prices remain lower</li></ul>3 key takeaways<ol><li>Falling oil prices improve the macro backdrop.</li><li>AI continues supporting earnings.</li><li>Financing conditions are gradually improving.</li></ol>

Morgan Stanley: Lower Oil Prices Improve the Macro Outlook

29 June 2026Bank of America highlighted improving market sentiment as easing geopolitical tensions helped drive equities higher. The Nasdaq gained 2.43% over the week, while the S&amp;P 500 rose 0.93%, supported by falling energy prices and resilient corporate earnings.With Brent crude falling to $80.57 per barrel, inflation concerns eased, creating a more favourable environment for equity markets and corporate financing.Market implications<ul><li>Lower energy prices support risk appetite</li><li>Equity markets remain near record highs</li><li>Credit markets remain stable</li></ul>M&amp;A / deal flow implications<ul><li>Stronger financing conditions support M&amp;A</li><li>ECM activity remains healthy</li><li>Strategic acquisitions remain attractive</li></ul>3 key takeaways<ol><li>Falling oil prices have improved sentiment.</li><li>Capital markets remain supportive.</li><li>Corporate confidence continues to strengthen.</li></ol>

Bank of America: Improving Sentiment Supports Capital Markets

29 June 2026Citi's latest market update focused on the easing of geopolitical tensions following progress in US-Iran negotiations. The reopening of the Strait of Hormuz helped push WTI crude to around $76.60 per barrel and Brent to $80.57, reducing one of the market's biggest inflation risks.Meanwhile, the Federal Reserve kept interest rates at 3.50%-3.75%, while initial jobless claims remained around 229,000, reinforcing the picture of a resilient US economy.Market implications<ul><li>Lower oil prices reduce inflation risks</li><li>Interest rates are likely to remain higher for longer</li><li>Economic growth remains resilient</li></ul>M&amp;A / deal flow implications<ul><li>Improved sentiment supports strategic M&amp;A</li><li>Industrial and infrastructure sectors remain active</li><li>Financing conditions continue to stabilise</li></ul>3 key takeaways<ol><li>Geopolitical risks have eased significantly.</li><li>The Fed remains cautious on rate cuts.</li><li>Lower oil prices support dealmaking.</li></ol>