GS EARLY MORNING RESEARCH RECAP Ratings and Target Price Changes - July 28,2026 as of 5:30 AM ET

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GS EARLY MORNING RESEARCH RECAP Ratings and Target Price Changes - July 28,2026 as of 5:30 AM ET

Goldman Sachs GS Early Morning Research Recap

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

Simon Freycenet, Isabella Rosenberg, Loic Mathys

STRATEGY

Credit Notes: Expectations for Hyperscaler Debt Issuance: A Top-Down Approach

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

Spencer Rogers, CFA

Corporate Macroscope: A Macro Guide to the Micro World

27 Jul 2026 | Portfolio Strategy Research - James Fitzsimmons, Peter Oppenheimer

GOAL Kickstart: Tracking micro and macro risks into the summer holidays

27 Jul 2026 | Portfolio Strategy Research - Christian Mueller-Glissmann, CFA, Alessandro

Giglio, Andrea Ferrario, Giovanni Ferrannini, Elena Porfidia, Peter Oppenheimer

Factor Barometer: US

27 Jul 2026 | Equity Research - Deep Mehta, Kshitij Garg

Asia Index Strategy: Monitoring Index Rebalancing Events (2026Q3)

27 Jul 2026 | Portfolio Strategy Research - Alvin So, CFA, Timothy Moe, CFA, Kinger Lau,

CFA, Sunil Koul, Bruce Kirk, CFA, Si Fu, Ph.D., John Kwon, Amorita Goel, CFA, Kevin Wang,

CFA

Global Weekly Kickstart: Underlying Turbulence Ahead of Peak Earnings Week

27 Jul 2026 | Portfolio Strategy Research - Guillaume Jaisson, Peter Oppenheimer,

Sharon Bell, John Kwon, Giovanni Ferrannini, Elena Porfidia, Jacinta Feng

Asia-Pacific Portfolio Strategy: Asian equity market daily update

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

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

COMMODITIES

Oil Tracker: Persian Gulf De-escalation vs. Red Sea Escalation

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

Cuscito, Daan Struyven