Goldman Sachs·2026-10-22CreditGLOBAL CREDIT TRADER: M&A: On Track for a Record; Focus on Financing MixUS credit spreads·Underweight
Goldman Sachs·2026-10-15CreditGLOBAL CREDIT TRADER: AI, Credit, and a Higher Cost of CapitalUSD IG Technology·UnderweightUSD High Yield·NeutralGlobal project finance issuance for AI capex: $300bn in 20272027
Goldman Sachs·2026-10-13CreditGlobal Markets Daily: Credit: When Higher Yields Become Less SupportiveUSD credit over EUR credit·OverweightBBB-rated credit·Overweight
Goldman Sachs·2026-10-02CreditMORTGAGE & STRUCTURED PRODUCTS TRADER: Low cap CMO floaters and moderately seasoned non-QM reprice wider
Goldman Sachs·2026-10-01CreditGLOBAL CREDIT TRADER: Completing our IG and HY Supply OutlookFrench financials credit·Underweight
Goldman Sachs·2026-09-17CreditGLOBAL CREDIT TRADER: An Update on AI-Related Debt IssuanceHyperscaler gross debt issuance: GS forecast2027
Goldman Sachs·2026-09-03CreditGLOBAL CREDIT TRADER An Elusive Summer SlowdownEUR IG credit·OverweightUSD IG gross issuance: GS forecast2026
Goldman Sachs·2026-08-31CreditALTERNATIVES ANALYST Private Credit-Redemption Concerns Fade, While Software Moves Into FocusPrivate credit·Neutral
Goldman Sachs·2026-08-14CreditMORTGAGE & STRUCTURED PRODUCTS TRADER: Holding TightSFR RMBS·Overweight
Goldman Sachs·2026-08-13CreditGlobal Credit Trader: Redefining Quality in CreditUSD IG BBB·OverweightUSD credit·Overweight
Goldman Sachs·2026-08-09CreditCredit Notes: New Debt Issuance: Why This Time Is DifferentUSD IG credit·Neutral