Goldman Sachs·2026-08-27Thematic
Crude oil·NeutralPersian Gulf total oil exports: GS estimate (method 1)recent weeks
Research: Broker notes on sectors, macro, rates and strategy
- Goldman Sachs·2026-08-27MacroLong-end G10 bonds·NeutralUS 10y Treasury yield: GS forecastend-2026UK 10y gilt yield: GS forecastend-2026
- Goldman Sachs·2026-08-27Sector4062.T6976.T6981.TJapan electronic components·Overweight
- Goldman Sachs·2026-08-26ThematicEuropean heavy industry·OverweightChina exporters·Underweight
- Goldman Sachs·2026-08-26SectorJapan banks·OverweightBOJ terminal policy rate: GS forecastterminal
- Goldman Sachs·2026-08-26StrategyHigh-carry low-debt FX·OverweightEnergy-linked FX·Overweight
- Goldman Sachs·2026-08-26Sector603486.SH688169.SHRoborock·Top pickEcovacs·Avoid
- Goldman Sachs·2026-08-26SectorAZN.LBAYN.DENOVN.SWEurope pharma·OverweightNovartis·Avoid
- Goldman Sachs·2026-08-25Macro
- Goldman Sachs·2026-08-25Sector
- Goldman Sachs·2026-08-25MacroChina Current Activity Indicator: GS estimateJul-2026
- Goldman Sachs·2026-08-25Sector002891.SZ300673.SZChina pet food·Underweight
- Goldman Sachs·2026-08-25Sector300751.SZ601865.SHMaxwell·Top pickChina solar·Neutral
- Goldman Sachs·2026-08-25SectorSTERV.FIEurope boxboard·Underweight
- Goldman Sachs·2026-08-25Sector0688.HK0817.HK3900.HKChina SOE developers·Overweight
- Goldman Sachs·2026-08-25Macro20y UST·Overweight
- Goldman Sachs·2026-08-25Thematic002837.SZ600563.SH600885.SHKPLM.SIWHA.BKASEAN data centers·Overweight
- Goldman Sachs·2026-08-24Macro
- Goldman Sachs·2026-08-24MacroUS GDP (Q3 tracking): GS estimate3Q26
- Goldman Sachs·2026-08-24ThematicCXMTChina semiconductor self-sufficiency·Overweight