华尔街投行下半年也要 layoff?

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itmm
楼主 (北美华人网)
zz The math is ominous: Headcount at JPMorgan’s investment bank, Goldman Sachs and Morgan Stanley jumped by 13%, 17% and 26%, respectively, in the past two years amid a hiring binge. Meanwhile, capital markets revenue has fallen off a cliff. “When banks have a revenue problem, they’re left with one way to respond,” said one Wall Street recruiter. “That’s by ripping out costs.”
https://www.bloomberg.com/opinion/articles/2022-07-12/wall-street-drought-for-rainmakers-threatens-banker-job-cuts?srnd=premium
投资银行相关业务大幅下降:IPO,增股,发债,并购等,加上前两年招人太多
IPO volumes have dropped a staggering 91% in the U.S. from a year earlier, according to Dealogic data. Companies are unwilling or unable to issue stock or bonds, leading to steep declines in equity and debt capital markets revenues, especially in high yield, where volumes have fallen 75%. They’re also less likely to make acquisitions, leading to a 30% drop in deals volume so far this year.
  ‘Fully staffed’,但也是有亮点的
The numbers bear that out. For example, JPMorgan added a net 8,000 positions at its corporate and investment bank from the start of 2020 to this year’s first quarter. The biggest Wall Street firm by revenue now has 68,292 employees, 13% more than when the pandemic began. Headcount jumped even more at Goldman in the past two years: by 17%, to 45,100 workers. Employee levels at Morgan Stanley jumped 26%, to 76,541 people, although that includes the impact of two large acquisitions.
The saving grace on Wall Street this year has been a pickup in some areas of fixed-income trading. Greater volatility in interest rates around the world, surging commodity prices and inflation at multi-decade highs has created opportunities. JPMorgan’s Pinto said he expected second-quarter markets revenue to increase 15% to 20% from a year earlier.
That too may eventually be under pressure, however. Banks will need to carefully manage the amount of capital allocated to trading businesses, thanks to the impact of higher interest rates on their bond holdings and ever-stricter international regulations.

吃鸡蛋
房事要垮
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itmm
房事要垮
吃鸡蛋 发表于 2022-07-13 07:54

万物之源来自疫情之后 FED 狂放水,导致很多行业出现短暂荣景股市房市新高, 很多公司招了很多人。结果一收紧就麻烦了....
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momo2008
银行早就开始裁员了吧
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grapefruitsun
去年这时好多人还在津津乐道跳槽拿大包裹太容易,裁员开始时,会last in first out
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freewilly
tech公司都不敢IPO,投行不也得跟着裁员
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minqidev
我早说了,以后美国股市能涨的只有中概股和俄概股。将来制造能力和能源,是实打实得印钞机。
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intpi
我早说了,以后美国股市能涨的只有中概股和俄概股。将来制造能力和能源,是实打实得印钞机。
minqidev 发表于 2022-07-13 09:00

你买了中概俄概股吗?推荐几个呗
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tiffanylee
银行早就开始裁员了吧
momo2008 发表于 2022-07-13 08:25

银行是不招人,但是有人辞职的话就会在印度去招人了
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alexpeppers
去年这时好多人还在津津乐道跳槽拿大包裹太容易,裁员开始时,会last in first out
grapefruitsun 发表于 2022-07-13 08:41

也可能是first in, first out Senior毕竟贵很多 干的活儿Junior一样可以干
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minqidev
你买了中概俄概股吗?推荐几个呗
intpi 发表于 2022-07-13 09:38

我看好 蔚来。NIO
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momclub17
华尔街那群人,使劲裁。
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Geofan
It不会裁新来的,因为新人还没有Performance,没法Identify。老人最危险
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miss6161
周期来了 这次会很夸张 比2008年那次深远很多
我是马甲
狼来了都喊了很多年了。我就在投行,没听说周围谁被裁了。
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momo2008
银行是不招人,但是有人辞职的话就会在印度去招人了
tiffanylee 发表于 2022-07-13 09:44

的确是这样的,最近这几年银行offshore team扩张很厉害,本土走一个就在印度招一个。
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momo2008
It不会裁新来的,因为新人还没有Performance,没法Identify。老人最危险
Geofan 发表于 2022-07-13 12:00

老人级别上去的工资也高了的最危险 毕竟干的活也不是公司离了你就干不了的