Goldman Sachs·2026-10-01SectorAmericas Investment Banks: Into 3Q26 EPS, mid-cycle and air pocket concerns weigh, although long-term M&A ingredients intact, and increasing attractive valuationEVR.USHLI.USLAZ.USPIPR.US
Goldman Sachs·2026-10-01SectorAMERICAS INVESTMENT BANKS Into 3Q26 EPS, mid cycle and air pocket concerns weigh, although long term M&A ingredients intact, and increasing attractive valuationEVR.USHLI.USLCLN.USPIPR.USHoulihan Lokey·Top pickLincoln International·Top pickPiper Sandler·Top pickEvercore·Top pick
Goldman Sachs·2026-10-01SectorAmericas Transportation Airlines American & Southwest HQ Visit TakeawaysAALLUV.US
Goldman Sachs·2026-10-01CreditGLOBAL CREDIT TRADER: Completing our IG and HY Supply OutlookFrench financials credit·Underweight
Goldman Sachs·2026-10-01StrategyUS CONVICTION LIST -DIRECTORS’ CUT: October 2026 UpdateBURL.USCFG.USCSL.USDAL.USEL.USHIIJCIORLY.USTPG.USUNHUPSVIK.USVRTXWFC
Goldman Sachs·2026-10-01SectorAMERICAS CLEAN ENERGY: NUCLEAR: U.S.-Korea strategic investment includes $120bn for nuclear reactors – a positive sign in ongoing nuclear buildout progress-261001 (1)015760.KS
Goldman Sachs·2026-10-01MacroEuropean Daily EU—The Recovery Fund Ends With an Upside Surprise to 2026 EU Debt Supply
Goldman Sachs·2026-10-01SectorSouth Korea Automobiles Hyundai Motor Kia September global wholesale 16.0% +5.1% YoY000270.KSHYUNDAI
Goldman Sachs·2026-10-01ThematicJAPAN PORTFOLIO STRATEGY More than meets the AI: a new framework for Japan’s expanding AI universeSOFTBANK
Goldman Sachs·2026-09-30SectorJAPAN SHIPBUILDING: Earnings expectations rising for both commercial and defense-related businesses; remain bullish on sector names7003.T7014.T7721.T
Goldman Sachs·2026-09-30SectorSouth Korea Tech_ Memory Pricing Tracker_ September 2026_ 4Q26 DRAM_NAND ASP forecast overall higher than GSeSKHYNIXSMSN
Goldman Sachs·2026-09-30SectorTaiwan ODM Brands: 3-month preview: Aug +9% MoM on avg; new AI server racks and smartphone models to drive growth in coming months2317.TW2382.TW3231.TW4938.TW6669.TWApple supply chain·OverweightASIC AI servers·Overweight
Goldman Sachs·2026-09-30SectorChina Property: Mortgage interest subsidy introduced; scope narrower than expected but potential headroom for expansion-260930 (1)0688.HK0817.HK1030.HK1109.HK2202.HK3900.HK
Goldman Sachs·2026-09-30SectorCHINA AND JAPAN MACHINERY EXPORT TRACKER: Aug 2026 update: DMs rebound; EMs accelerate ex-Middle East
Goldman Sachs·2026-09-30SectorASIA ENERGY TOUR Takeaways on China Refining: Demand headwinds, potential capacity rationalization, and constrained exports010950.KSMPC.USTOP.BKVLO.US
Goldman Sachs·2026-09-30MacroChina: Manufacturing, construction and services PMIs all rose in SeptemberChina official manufacturing PMI: actual2026-09China official non-manufacturing PMI: actual2026-09
Goldman Sachs·2026-09-30SectorChina Grid Tech: Power Transformer Export Tracker: Aug total transformer exports -22% yoy but with exports to US at 542% yoy
Goldman Sachs·2026-09-30SectorAsia Pacific Banks Aug HK SG system constructive through 3Q260005.HKD05.SI