Broker Research: Sector, Macro and Strategy Notes

Goldman Sachs·2026-09-15Sector

300124.SZ1882.HK600845.SH688777.SH

Goldman Sachs·2026-09-15Sector

9988.HKMEITUAN JD PDD

Goldman Sachs·2026-09-15Sector

MSFT NVDASU.PA

Goldman Sachs·2026-09-15Sector

BYD TSLA

Goldman Sachs·2026-09-15Macro

China real GDP growth: GS forecast3Q26China real GDP growth: GS forecast2026

Goldman Sachs·2026-09-15Sector

Goldman Sachs·2026-09-15Macro

Goldman Sachs·2026-09-15Sector

CMM.AXGGP.AXBGL.AXEVN.AXNEMNST.AXRMS.AX

Goldman Sachs·2026-09-15Sector

300783.SZ603345.SH002557.SZ

Goldman Sachs·2026-09-14Macro

US real GDP growth: GS forecast3Q26

Goldman Sachs·2026-09-14Sector

2589.HK9987.HKLKNCY.US2097.HKCHA.US

Goldman Sachs·2026-09-14Macro

USD/CNY: GS forecast12m

Goldman Sachs·2026-09-14Sector

BYD9863.HK

Goldman Sachs·2026-09-14Rates

UK 10y Gilt yield: GS forecastend-2026

Goldman Sachs·2026-09-14Strategy

Germany·OverweightAutos·UnderweightChemicals·UnderweightUS 10-year Treasury yield: GS forecastend-2026US 2-year Treasury yield: GS forecastend-2026

Goldman Sachs·2026-09-14Macro

Goldman Sachs·2026-09-14Strategy

Brent crude: GS forecastend-2026Brent crude: GS forecast2027

Goldman Sachs·2026-09-14Strategy

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

China Industrial Indicators Weakened Further in August

NAVIGATING CHINA INTERNET: ECOMMERCE TRACKER: Soft August online retail growth; normalizing Temu amid its 1P brand push

Europe Multi-Industry: Expert call takeaways on Nvidia 800VDC implications for electrical equipment

CHINA NEW ENERGY VEHICLE WEEKLY CHARTBOOK: 2026 Week 37-Weekly order +32% +1% wow yoy on new model launches and promotion activities, NEV retail wholesale penetration 72% 75% in Sep MTD

China: Better industrial production, sluggish investment, slower retail sales growth; lowering Q3 GDP forecast

China Property Monthly Tracker: Aug ASP trajectory unchanged with T1 resilience intact; construction activities undershot

China: 70-city average primary property price decline narrowed further in August, with Tier-1 cities posting sequential gains

AUSTRALIA METALS & MINING: GOLD Refreshing gold equity relativity at US$3,500-5,500 oz; Upgrade CMM to Buy, GGP to Neutral

CHINA CONSUMER STAPLES: Food: What we learn from past El Ni-o cycles; nuts likely face headwind while sunflower seeds konjac are mixed

Global: GS Economic Indicators Update: Financial Conditions Tighten in Japan

USA: GS Economic Indicators Update

China Restaurants: Revisiting the cost inflation risk from rising oil price and El Ni-o impact

China Weaker-than-expected Credit Extension Mainly from Slow

China What do local clients think about the economy

China Automobiles: China going global-Auto

Global Rates Notes: Revising Gilt Yield Forecasts Higher

Global Weekly Kickstart Markets Struggle as Rates and Energy Rise

Exports and Beyond—Asia's Broadening AI Dividend

ASIA-PACIFIC WEEKLY KICKSTART MXAPJ fell 1% as escalating

GOAL Kickstart: Market pricing across assets into a busy central bank week