GS EARLY MORNING RESEARCH RECAP Ratings and Target Price Changes - July 16, 2026 as of 5:30 AM ET

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GS EARLY MORNING RESEARCH RECAP Ratings and Target Price Changes - July 16, 2026 as of 5:30 AM ET

Goldman Sachs GS Early Morning Research Recap

Global Economics Analyst: Geopolitics and GDP: Structural Alignment Matters More

than Near-Term Risk

16 Jul 2026 | Economics Research - Johan Allen, Joseph Briggs, Jan Hatzius, Sarah Dong,

Megan Peters

The EM Trader: A Reset, Not a Reversal

15 Jul 2026 | Economics Research - Kamakshya Trivedi, Sunil Koul, Danny Suwanapruti,

Teresa Alves, Tarun Lalwani, CFA, Victor Engel, Lexi Kanter, Mambuna Njie

Canada Economics Comment: BoC Remains on Hold and Characterizes Policy Stance as

“Appropriate”

15 Jul 2026 | Economics Research - Joseph Briggs, Megan Peters

What’s Top of Mind in Macro Research: Risks to softer US inflation, China policy efforts,

equity/credit beta divergence

15 Jul 2026 | Economics Research - Jenny Grimberg, Allison Nathan, Ashley Rhodes

The World Cup and Economics: A Bitter Bastille Day (15 July)

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

Japan Economic Flash: Raising Our FY2027 Inflation Forecasts Due to Weaker Yen,

Higher Memory Chip Prices, and Rebound in Food Prices

16 Jul 2026 | Economics Research - Tomohiro Ota, Akira Otani, Yuriko Tanaka

European Economics Analyst: Germany—Autoland Under Pressure

15 Jul 2026 | Economics Research - Niklas Garnadt, Sven Jari Stehn, Filippo Taddei,

Alexandre Stott, James Moberly, Katya Vashkinskaya, Giovanni Pierdomenico

STRATEGY

Asia-Pacific Portfolio Strategy: Asian equity market daily update

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

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

COMMODITIES

Agriculture Analyst: Risks to the US-Brazil-China Soybean Triangle