GS EARLY MORNING RESEARCH RECAP Ratings and Target Price Changes - July 23, 2026 as of 5:30 AM ET

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GS EARLY MORNING RESEARCH RECAP Ratings and Target Price Changes - July 23, 2026 as of 5:30 AM ET

Goldman Sachs GS Early Morning Research Recap

The World Cup and Economics: A Look Back After the 2026 Final

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

Japan Economic Flash: BOJ July MPM Preview: We Expect Status Quo in July, and

Maintain View on Roughly Semi-annual Rate Hikes

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

European Economics Analyst: Euro Area—Higher Energy Prices Undo Recent Inflation

Progress

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

James Moberly, Niklas Garnadt, Katya Vashkinskaya, Giovanni Pierdomenico

STRATEGY

Credit Notes: Three Themes in AI-Related Credit

22 Jul 2026 | Credit Strategy Research - Shamshad Ali, Amanda Lynam, CPA, Sara Grut,

Spencer Rogers, CFA

Asia-Pacific Portfolio Strategy: Asian equity market daily update

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

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

COMMODITIES

GS Global Oil Supply and Demand Model 2026-07-22

23 Jul 2026 | Commodities Research - Daan Struyven, Yulia Zhestkova Grigsby, Filippo

Cuscito, Alexandra Paulus

Oil Analyst: New Upside Price Risks Amid Red Sea Tensions

23 Jul 2026 | Commodities Research - Daan Struyven, Yulia Zhestkova Grigsby,

Alexandra Paulus, Filippo Cuscito

Commodity Analyst: How China Is Buffering the Global Energy Supply Shock

22 Jul 2026 | Commodities Research - Hongcen Wei, Daan Struyven, Samantha Dart,

Yulia Zhestkova Grigsby, Lavinia Forcellese, Laura Cyr, Alexandra Paulus, Xinquan Chen,

Lisheng Wang, Chelsea Song

Global LNG Balance Table 2026.07.21