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

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  • Goldman Sachs·2026-11-04Macro

    China export growth: Speaker expects deceleration2027
  • Goldman Sachs·2026-11-03Macro

    FX deposit reserve requirement: Announced policyNov15-2026USD/CNY: 12-month forecast12m
  • Goldman Sachs·2026-10-29Macro

    China real investment growth (GS tracker): 1.9% yoy3Q26China property-sector drag on real GDP growth: 1.8pp (vs 1.5pp)2026China augmented fiscal deficit: 10.0% of GDP2026
  • Goldman Sachs·2026-10-28Macro

    China Current Activity Indicator: acceleratedSep-26
  • Goldman Sachs·2026-10-27Macro

    High-tech contribution to China real GDP growth: about 2pp a year2026-2030Data-centre build-out boost to China real GDP level: about 40bp on average2026-2030
  • Goldman Sachs·2026-10-27Macro

    Fed funds rate: two hikes then cuts to 3.25-3.5% later
  • Goldman Sachs·2026-10-27Macro

    China NBS manufacturing PMI: 49.72026-10China industrial profits: +14.1% y/y2026-09
  • Goldman Sachs·2026-10-26Macro

    World real GDP growth: 2.7%2027US real GDP growth: 2.1%2027China real GDP growth: 4.6%2027
  • Goldman Sachs·2026-10-26Macro

    DM core inflation boost from AI: 25bp average2026
  • Goldman Sachs·2026-10-25Macro

    Fed funds rate: skip in October, hike in December2026-12
  • Goldman Sachs·2026-10-25Macro

    China property drag on real GDP growth: 1.8pp2026China property drag on real GDP growth: 1.3pp2027
  • Goldman Sachs·2026-10-25Macro

    Brent crude: $116/bbl2026-10
  • Goldman Sachs·2026-10-25Macro

    France fiscal deficit: 5.4% of GDP2027
  • Goldman Sachs·2026-10-25Macro

    China real GDP growth: 4.5% yoy3Q26China augmented fiscal deficit: 10.0% of GDP2026
  • Goldman Sachs·2026-10-25Macro

    2027 European summer gasoline·Overweight
  • Goldman Sachs·2026-10-24Macro

    Taiwan real GDP growth: 0.8% qoq sa2026-Q3Taiwan real GDP growth: 11.7% yoy2026Taiwan real GDP growth: 3.3% yoy2027Taiwan policy rate: 2.125% end-20262026-12Taiwan policy rate: 2.375% end-20272027-12USD/TWD: 31.0 on 12M view12m
  • Goldman Sachs·2026-10-23Macro

    China augmented fiscal deficit: 10.0% of GDP2026
  • Goldman Sachs·2026-10-23Macro

    JPY·Overweight
  • Goldman Sachs·2026-10-23Macro

  • Goldman Sachs·2026-10-22Macro

    Workers temporarily displaced by AI: up to 9%
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