Research: Broker notes on sectors, macro, rates and strategy

  • Goldman Sachs·2026-08-18Sector

    001979.SZ0817.HK1109.HKChina property·Neutral
  • Goldman Sachs·2026-08-18Sector

    EXC.USFE.USUS power utilities·Neutral
  • Goldman Sachs·2026-08-18Sector

    China appliances·Neutral
  • Goldman Sachs·2026-08-17Strategy

    FX·Neutral
  • Goldman Sachs·2026-08-17Strategy

    European equities·OverweightUS equities·Overweight
  • Goldman Sachs·2026-08-17Sector

    0038.HK2338.HK300218.SZ3808.HKChina machinery·Overweight
  • Goldman Sachs·2026-08-17Macro

    China property·Neutral
  • Goldman Sachs·2026-08-17Sector

    BFH.USFHN.USMTB.USSYF.USUS regional banks·Neutral
  • Goldman Sachs·2026-08-17Macro

    Canada·Neutral
  • Goldman Sachs·2026-08-17Strategy

    Global multi-asset·Neutral
  • Goldman Sachs·2026-08-17Sector

    US transports·Overweight
  • Goldman Sachs·2026-08-17Sector

    6501.T6622.T6752.TJapan industrial electronics·Overweight
  • Goldman Sachs·2026-08-17Sector

    China batteries·Overweight
  • Goldman Sachs·2026-08-17Sector

    US refiners·Overweight
  • Goldman Sachs·2026-08-17Sector

    US transports·Neutral
  • Goldman Sachs·2026-08-17Sector

    China commercial real estate·Overweight
  • Goldman Sachs·2026-08-17Macro

    China·Underweight
  • Goldman Sachs·2026-08-16Macro

    China·Neutral
  • Goldman Sachs·2026-08-16Macro

    US rates·NeutralEuropean equities·Overweight
  • Goldman Sachs·2026-08-15Strategy

    China equities·NeutralHong Kong H-shares·Overweight