Goldman Sachs·2026-09-09Macro
China CPI: actualAug 2026China PPI: actualAug 2026
Research: Broker notes on sectors, macro, rates and strategy
- Goldman Sachs·2026-09-09Sector
- Goldman Sachs·2026-09-09Sector
- Goldman Sachs·2026-09-09MacroBoJ policy rate: hike at September MPM2026-09BoJ policy rate: next hike in January 20272027-01BoJ policy rate: 1.75% after July 2027 hike2027-07
- Goldman Sachs·2026-09-09SectorANF.USARMK.USATZ.TOHLT.USLTH.USRCL.USAritzia·Top pickAbercrombie & Fitch·Top pickLife Time Group·Top pickRoyal Caribbean·Top pickHilton Worldwide·Top pickAramark·Top pickUS disposable personal income growth: +4.0% (from +4.7%)2026US pre-savings discretionary cash flow growth: +3.0% (from +3.7%)2026US disposable personal income growth: +4.2%2027
- Goldman Sachs·2026-09-09Sector2670.T3998.HK6110.HKSports brands (vs OEMs)·Overweight
- Goldman Sachs·2026-09-08MacroChina trade balance: actualAug 2026China exports: actualAug 2026
- Goldman Sachs·2026-09-08Sector
- Goldman Sachs·2026-09-08MacroGlobal current activity indicator: GS preliminaryAug 2026US current activity indicator: GS preliminaryAug 2026
- Goldman Sachs·2026-09-08Sector
- Goldman Sachs·2026-09-08SectorChina NEV retail penetration: actualAug 2026
- Goldman Sachs·2026-09-08Sector600519.SH
- Goldman Sachs·2026-09-08Sector
- Goldman Sachs·2026-09-08SectorUS investment banks·Overweight
- Goldman Sachs·2026-09-08Sector000333.SZ300866.SZ688169.SHMidea·Top pickRoborock·Top pickAnker Innovations·Top pick
- Goldman Sachs·2026-09-08Sector
- Goldman Sachs·2026-09-08Macro
- Goldman Sachs·2026-09-08Sector
- Goldman Sachs·2026-09-08Sector001979.SZ0688.HK600048.SHChina Overseas Land·Overweight
- Goldman Sachs·2026-09-08Sector0522.HK2455.TW300757.SZ3363.TWO688019.SHCo-packaged optics supply chain·Overweight