Broker Research: Sector, Macro and Strategy Notes

Goldman Sachs·2026-09-18Strategy

USD/CNY: GS 12-month forecast12m

Goldman Sachs·2026-09-18Strategy

TOPIX: GS 12-month target12m

Goldman Sachs·2026-09-18Sector

1109.HK001979.SZ0817.HK0960.HK2202.HK3900.HK600048.SH

Goldman Sachs·2026-09-18Strategy

Goldman Sachs·2026-09-18Sector

GLEN.LNHY.OLRIO.LANTO.LBHP.LLUN.TOMT.AS

Goldman Sachs·2026-09-18Strategy

Goldman Sachs·2026-09-18Sector

Goldman Sachs·2026-09-18Strategy

2330.TW

Goldman Sachs·2026-09-18Strategy

Gold price: GS forecastend-2027Gold price: GS fair valueend-2026

Goldman Sachs·2026-09-18Strategy

Goldman Sachs·2026-09-18Sector

1801.HKREGNSNY.US

Goldman Sachs·2026-09-17Strategy

S&P 500: GS 12-month target12m

Goldman Sachs·2026-09-17Sector

9432.T9434.T4755.T9433.T

Goldman Sachs·2026-09-17Sector

LLYAZN.LROG.SW

Goldman Sachs·2026-09-17Macro

Goldman Sachs·2026-09-17Strategy

Goldman Sachs·2026-09-17Credit

Hyperscaler gross debt issuance: GS forecast2027

Goldman Sachs·2026-09-17Strategy

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

GLOBAL FX TRADER Dollar Drift

JAPAN WEEKLY KICKSTART: Has it been better to travel or to arrive with the BOJ?

CHINA PROPERTY: Expert call: medium-term supply gap, local execution in line, long-term outlook & property tax

WEEKLY FUND FLOWS: Pickup in Global Equity Inflows

European Metals and Mining: Coverage summary, forecasts and spot pricing scenarios

GLOBAL RATES TRADER Hiking More or Less

Around the world in 80 charts: What the global transport markets say

Foreign selling in Korea continues this week; Hedge funds remain net sellers in EM Asia in September MTD, while China exposure sees a recovery

TAIWAN WEEKLY KICKSTART TAIEX +2.2% led by semis

CHINA WEEKLY KICKSTART

PRECIOUS ANALYST: Fed Hikes to Slow, Rather than Derail, the Gold Rally

EUROPE WEEKLY KICKSTART: Higher rates, resilient earnings

Global Healthcare: Pharmaceuticals: China Biopharma: Continued momentum amidst emerging policy dynamics

US EQUITY VIEWS: Over-earning, but not an earnings bubble

JAPAN TELECOM SERVICES: Sector investment strategy: Signs of easing in mobile competition, shifting to growth phase on higher ARPU; Buy on NTT Softbank

GLOBAL HEALTHCARE: PHARMACEUTICALS: Assessing Oral SERDs for Adjuvant Breast Cancer: An Emerging Blockbuster Class; LLY’s Imlunestrant an Underappreciated Asset

Hong Kong: Hong Kong’s First Five Year Plan: Identifying Sources of Structural Growth

Global Strategy Views: Competition for Capital

GLOBAL CREDIT TRADER: An Update on AI-Related Debt Issuance

GOAL POST: The name is bond — rethinking duration in balanced portfolios