Goldman Sachs·2026-07-09SectorAMERICAS PAYMENT TECHNOLOGY: Payments 2Q26 Preview: Expect strong spend volumes to help clear a low bar amid recent underperformance; Upgrade TOST to BuyTOST.US
Goldman Sachs·2026-07-09SectorAmericas Investment Banks Investment Banking Monitor: Large-cap IBanking continues to drive the cycle
Goldman Sachs·2026-07-09SectorGreater China Display: Jun LCD TV panel price MoM increase; New AI TV, gaming monitor, E-paper display launched
Goldman Sachs·2026-07-09SectorAMERICAS PAYMENT TECHNOLOGY: 2Q26 Fintech Preview: We remain constructive amid robust top line growth and favorable macro backdrop
Goldman Sachs·2026-07-09SectorAmericas Healthcare: Biotechnology: ALNY IONS: Surprise CARDIO-TTRansform miss results in status quo landscapeALNY.USIONS.US
Goldman Sachs·2026-07-09MacroChina: CPI inflation softened from May to June, and PPI inflation likely peaked
Goldman Sachs·2026-07-09SectorAMERICAS TECHNOLOGY: IT SERVICES: 2Q Earnings Preview: Expect guidance to move toward midpoints given increased macro uncertaintyIBM
Goldman Sachs·2026-07-09MacroChina: PBOC reiterated its measured easing stance at Q2 MPC meeting; Governor Pan unveiled package to support CNH market in Hong Kong
Goldman Sachs·2026-07-08SectorChina Data Centers: NDRC approved two C-REIT projects; Implications for Range GDS300442.SZ9698.HK
Goldman Sachs·2026-07-08SectorAUSTRALIA METALS & MINING Copper price tailwinds remain strong, but highlight ongoing mining sector cost inflation and near-term headwinds for Fe and Al; preview June-Q FY27BHP.AXFMG.AX
Goldman Sachs·2026-07-08SectorAmericas Technology: Hardware: C2Q26 PC market share review: Industry unit shipment declines driven by component availabilityAAPLDELL
Goldman Sachs·2026-07-08SectorCHINA STAPLES: Value Retailers 1H26 2Q26 Preview: Raise earnings on robust store open pace and resilient SSSG; Reiterate Buy1768.HK300972.SZ
Goldman Sachs·2026-07-08SectorOutdoor Advertising: Solid mid-single digit 2026 growth outlook; recent M&A activity newsflow; 1H 2Q26 JCDecaux Stroeer previewsDEC.PASAX.DE
Goldman Sachs·2026-07-08MacroJapan: BOP: May Inbound Spending Down YoY for Second Month; Foreign Investors Large Net Sellers of Japan Equities and Bonds in June
Goldman Sachs·2026-07-08SectorJapan Electronic Components: Expert call: reconfirming sustained strength in nearline HDDs; we maintain Buy on TDK and HOYA6762.T7741.T
Goldman Sachs·2026-07-08MacroChina FX Rates Monitor: Resilient CNY amid Dollar Strength, Low Rates amid Growth Weakness