GS EARLY MORNING RESEARCH RECAP Ratings and Target Price Changes - July 9,2026 as of 5:30 AM ET

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GS EARLY MORNING RESEARCH RECAP Ratings and Target Price Changes - July 9,2026 as of 5:30 AM ET

Goldman Sachs GS Early Morning Research Recap

The Macro Round-Up

ECONOMICS

The World Cup and Economics: From the Brink (08 July)

08 Jul 2026 | Economics Research - Jan Hatzius, Giovanni Pierdomenico, Sven Jari Stehn

European Daily: Nowcasting UK GDP

08 Jul 2026 | Economics Research - James Moberly, Sven Jari Stehn, Filippo Taddei,

Alexandre Stott, Niklas Garnadt, Katya Vashkinskaya, Giovanni Pierdomenico

Global Markets Daily: Euro Area Money Markets Closer to Crunch Time

08 Jul 2026 | Economics Research - Simon Freycenet

CEEMEA Economics Analyst: Hungary — The Probability of Euro Entry

08 Jul 2026 | Economics Research - Kevin Daly, Johan Allen, Clemens Grafe, Farouk

Soussa, Andrew Matheny, Ludovica Ambrosino, Basak Edizgil

STRATEGY

Asia-Pacific Strategy: Earnings Revisions Leading Indicator (ERLI): July ’26 pulse check:

ERLI Forecasts Sustained Earnings Upgrades, Albeit at a Slower Pace

09 Jul 2026 | Portfolio Strategy Research - Timothy Moe, CFA, John Kwon, Alvin So, CFA,

Sunil Koul, Kinger Lau, CFA, Amorita Goel, CFA

Asia-Pacific Portfolio Strategy: Asian equity market daily update

08 Jul 2026 | Portfolio Strategy Research - Timothy Moe, CFA, Alvin So, CFA, Sunil Koul,

Kinger Lau, CFA, John Kwon, Amorita Goel, CFA

COMMODITIES

Oil Tracker: Negative Supply News From Gulf and Russia

09 Jul 2026 | Commodities Research - Yulia Zhestkova Grigsby, Alexandra Paulus, Filippo

Cuscito, Daan Struyven

Agriculture Analyst: Risks to Agricultural Prices From Food and Energy Security Policy

08 Jul 2026 | Commodities Research - Lina Thomas, Daan Struyven

GS Commodities Traders’ Take - Base Metals

08 Jul 2026 | Equity Research - Matt Greene, Adam Gillard, Nick Dmitruks