GS EARLY MORNING RESEARCH RECAP Ratings and Target Price Changes - July 24, 2026 as of 5:30 AM ET

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GS EARLY MORNING RESEARCH RECAP Ratings and Target Price Changes - July 24, 2026 as of 5:30 AM ET

Goldman Sachs GS Early Morning Research Recap

Global Markets Comment: Distinguishing AI Risks—Size of the Pie vs. Share of the Pie

23 Jul 2026 | Economics Research - Dominic Wilson, Vickie Chang

Global Markets Daily: Tracking Rising Equity Allocations for Asset Owners

23 Jul 2026 | Economics Research - Christian Mueller-Glissmann, CFA, Alessandro Giglio,

Andrea Ferrario

What’s Top of Mind in Macro Research: Further Middle East escalation, AI volatility, IPO

and debt surge

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

European Daily: ECB Recap—Back to the Baseline

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

James Moberly, Niklas Garnadt, Katya Vashkinskaya, Giovanni Pierdomenico

STRATEGY

Japan Weekly Kickstart: Revising 12M TOPIX target to 4500 to reflect FX assumption

changes

24 Jul 2026 | Portfolio Strategy Research - Bruce Kirk, CFA, Julius Chan

Global Credit Trader: Defaults: Tracking the Persistent ‘Left Tail’

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

Grut, Shamshad Ali

2026 Portfolio Passport: Analyzing foreign sales exposure of US firms

23 Jul 2026 | Portfolio Strategy Research - Ryan Hammond, Ben Snider, Jenny Ma, Daniel

Chavez, Kartik Jayachandran, Christophe Sung

Hedging Portfolio Tail Risks in H2

23 Jul 2026 | Portfolio Strategy Research - Christian Mueller-Glissmann, CFA, Thomas

Evans, Prateek Mookerjee, Carolin Ecsy, Justus Stoermer, Jonas Schmitten, Martin Slater

Asia-Pacific Portfolio Strategy: Asian equity market daily update

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