Goldman Sachs·2026-08-18SectorCHINA PROPERTY WEEKLY WRAP: Week 33 Wrap-Transaction volume recovered at margin while leading indicators mixed001979.SZ0817.HK1109.HKChina property·Neutral
Goldman Sachs·2026-08-18SectorAMERICAS UTILITIES: POWER: PA follows Texas in tightening Data Center rules, focused on local community approvalsEXC.USFE.USUS power utilities·Neutral
Goldman Sachs·2026-08-18SectorCHINA CONSUMER DURABLES: APPLIANCE TRACKER July 2026: Domestic retail showing further improving signs as comp continues to ease, yet pricing pressure remainsChina appliances·Neutral
Goldman Sachs·2026-08-17StrategyGlobal Weekly Kickstart: Strong earnings momentum on both sides of the AtlanticEuropean equities·OverweightUS equities·Overweight
Goldman Sachs·2026-08-17SectorCHINA MACHINERY: 2Q 1H26 Preview: Strong core operations partially offset by unfavorable FX; prefer Weichai, Sinotruk, Dingli, First Tractor and Lonking (up to Buy)0038.HK2338.HK300218.SZ3808.HKChina machinery·Overweight
Goldman Sachs·2026-08-17MacroChina: 70-city average primary property price decline narrowed further in July, with Tier-1 and Tier-2 cities posting sequential gainsChina property·Neutral
Goldman Sachs·2026-08-17SectorAMERICAS BANKS: REGIONAL Handbook: Analyzing key industry trends; spotlight on 2H26 guidance implicationsBFH.USFHN.USMTB.USSYF.USUS regional banks·Neutral
Goldman Sachs·2026-08-17MacroGlobal: GS Economic Indicators Update: Canada Trimmed Core Inflation Edges Up to 2%Canada·Neutral
Goldman Sachs·2026-08-17SectorUS Tariff Impact Tracker: Indicated Imports into LA Remain Positive on YOY Basis Over Next WeekUS transports·Overweight
Goldman Sachs·2026-08-17SectorJapan Industrial Electronics: 1Q wrap overseas read-across: Earnings growth likely to continue, partly on new optical power technologies6501.T6622.T6752.TJapan industrial electronics·Overweight
Goldman Sachs·2026-08-17SectorChina Battery: Initiation Feedback: Diverging demand views, CATL in focusChina batteries·Overweight
Goldman Sachs·2026-08-17SectorAMERICAS ENERGY: OIL - REFINING Refreshing SMID Estimates; Favor DK with 13% 2027 FCF YieldUS refiners·Overweight
Goldman Sachs·2026-08-17SectorGS Supply Chain Congestion Scale: Aug 17th; Index Down W W, Bottleneck Scale Unchanged at ‘2’US transports·Neutral
Goldman Sachs·2026-08-17SectorCHINA PROPERTY: New development on land tenure renewal, long-term positive for stronger playersChina commercial real estate·Overweight
Goldman Sachs·2026-08-17MacroChina: July activity data broadly weakened and missed expectations, pointing to a soft start to Q3China·Underweight
Goldman Sachs·2026-08-16MacroGlobal Views: They’re Not HikingUS rates·NeutralEuropean equities·Overweight
Goldman Sachs·2026-08-15StrategyChina Weekly Kickstart: MSCI China declined 3% while CSI300 remained flat; US announced drone tariffs; HSI Company proposed HSTECH index revampChina equities·NeutralHong Kong H-shares·Overweight