华尔街也要layoff了 mjnew2022-07-12 13:56:33

Wall Street layoffs likely ahead as two-year hiring boom turns to bust (cnbc.com)

• 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

一点不奇怪。股市不好，花街服务的客户都不行，它能好吗？

紫檀花街一半关心ib还有另一半关心quant

quant 和交易量有关。熊市交易量下降，总体quant利润会下降

砸手里了都躺平不交易了？

Quant hedge funds 今年表现都不错, 不知道Prop shops表现如何.

+1 前一阵子也是泡沫迹象显现，这次冲击不单单是高科技企业，各个行业领域都会挤泡沫。

对冲基金虽然原理上讲旱涝保收。但是事实是市场资金充足，都在给钱找升值机会的时候过好日子。

熊市-衰退-裁员三部曲。每一次衰退都是公司清理高薪老油条的机会，不会放过的。中年员工换到新公司，重新起步焕发青春。

投资银行相关业务大幅下降：IPO，增股，发债等，加上前两年招人太多

‘Fully staffed’，但也是有亮点的