Sonali Basak of Bloomberg News shares top things bankers and private equity titans are thinking about. None of that meant all too much to the markets: Goldman and JPMorgan are still down for the year, while Morgan Stanley has gained just 1.4% in 2020. JPMorgan economist David Kelly told Bloomberg TV that financials “are being treated as if they’re victims of this pandemic when they’re really operating pretty well.” Perhaps it’s the spate of risks on the horizon.