GS EARLY MORNING RESEARCH RECAP: Ratings and Target Price Changes - July 17, 2026 as of 5:30 AM ET

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GS EARLY MORNING RESEARCH RECAP: Ratings and Target Price Changes - July 17, 2026 as of 5:30 AM ET

Goldman Sachs GS Early Morning Research Recap

16 Jul 2026 | Economics Research - Friedrich Schaper, William Marshall, George Cole,

Simon Freycenet, Isabella Rosenberg, Loic Mathys

The World Cup and Economics: Yet Again (16 July)

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

European Daily: ECB Preview—Keeping Options Open

16 Jul 2026 | Economics Research - Sven Jari Stehn, Alexandre Stott, Filippo Taddei,

James Moberly, Niklas Garnadt, Katya Vashkinskaya, Giovanni Pierdomenico

STRATEGY

Global Credit Trader: Little Evidence of A “Crowding Out” in Credit

16 Jul 2026 | Credit Strategy Research - Amanda Lynam, CPA, Spencer Rogers, CFA, Sara

Grut, Shamshad Ali

GOAL Risk Keeper: Considering all (long-dated) options - how to stay invested

16 Jul 2026 | Portfolio Strategy Research - Andrea Ferrario, Christian Mueller-Glissmann,

CFA, Alessandro Giglio, Giovanni Ferrannini, Elena Porfidia, Peter Oppenheimer

GCC Capex: Saudi Arabia’s strategic sectors enabled by resilience-led capex landscape

16 Jul 2026 | Equity Research -

Asia-Pacific Portfolio Strategy: Asian equity market daily update

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

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

COMMODITIES

Precious Comment: Strong Central Bank Buying in May Provides Price Floor Amidst Likely

Temporary Rates Pressure

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

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

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

Oil Analyst: Risks From Lower Gulf Flows and Higher China Imports