GS Early Morning Research Recap Ratings and Target Price Changes August 10, 2026 as of 5 30 AM ET

Equity Research 10 August 2026 | 5:54AM EDT

GS EARLY MORNING RESEARCH RECAP

Ratings and Target Price Changes - August 10, 2026 as of 5:30 AM ET

The Calls Around the World to Focus on Today Global Investment Research

Macro/Global n China Strategy, Lau: AI Changes The Game: Correction, Rotation, and Diversification n Credit Notes, Lynam: New Debt Issuance: Why This Time Is Different

Americas n Technology, Borges: Software: Detailing the Mosaic: On Cycle to Off Cycle Reads

n Protagonist Therapeutics Inc. (PTGX, Buy), Law: 2Q26 Earnings - The Next ICO Is Advancing Into Ph. 2b, Upgrade to Buy with $186 PT

Europe n Europe Energy, Della Vigna: Oil Services: OCTG producers 2Q wrap-up: Middle East disruptions weigh on 2H26, but deepwater and US pricing support 2027 upside; reiterate Buy on Vallourec n Interparfums Inc. (IPAR, Neutral), Adamski: Blockbuster launch pipeline is now priced in; downgrade to Neutral

Asia n Navigating China Internet, Keung: What to expect into mega-caps 2Q prints

n Hong Kong Insurance, Wang: Update and investor feedback on reports of tax on offshore insurance policies

Global Rates Trader: Breaking New Ground

07 Aug 2026 | Economics Research - George Cole, William Marshall, Simon Freycenet, Isabella Rosenberg, Friedrich Schaper, Loic Mathys

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Goldman Sachs GS Early Morning Research Recap

Global FX Trader: Get JPY With A Little Help From My Friends

07 Aug 2026 | Economics Research - Kamakshya Trivedi, Michael Cahill, Danny Suwanapruti, Teresa Alves, Karen Reichgott Fishman, Stuart Jenkins, Victor Engel, Lexi Kanter

US Week Ahead: August 10 - August 16

09 Aug 2026 | Economics Research - Jan Hatzius, David Mericle, Alec Phillips, Ronnie Walker, Elsie Peng, Pierfrancesco Mei, Jessica Rindels

Weekly Fund Flows: KRW Sees Strong Inflows

07 Aug 2026 | Economics Research - Lexi Kanter, Michael Cahill, Karen Reichgott Fishman, Stuart Jenkins

Global Economics Wrap-Up: August 7, 2026

07 Aug 2026 | Economics Research - Joseph Briggs, Andrew Tilton, Katya Vashkinskaya, Jessica Rindels, Sarah Dong

European Daily: BoE—How Different Would Policy Be Under a Dual Mandate?

07 Aug 2026 | Economics Research - James Moberly, Sven Jari Stehn, Filippo Taddei, Alexandre Stott, Niklas Garnadt, Katya Vashkinskaya, Giovanni Pierdomenico

Credit Notes: New Debt Issuance: Why This Time Is Different

10 Aug 2026 | Credit Strategy Research - Amanda Lynam, CPA, Shamshad Ali, Sara Grut, Spencer Rogers, CFA

Asia Index Strategy: JPX-Nikkei 400 Index Rebalancing Review and Flow Implications (August 2026)

10 Aug 2026 | Portfolio Strategy Research - Alvin So, CFA, Timothy Moe, CFA, Bruce Kirk, CFA, Julius Chan

China Strategy: AI Changes The Game: Correction, Rotation, and Diversification

09 Aug 2026 | Portfolio Strategy Research - Kinger Lau, CFA, Timothy Moe, CFA, Si Fu, Ph.D., Kevin Wang, CFA

Mortgage & Structured Products Trader: Limited MSR transfer risk

07 Aug 2026 | Credit Strategy Research - Arun Manohar, Ben Shumway, Neth Karunamuni

US Weekly Kickstart: Equity issuance is a headwind but not a gale

07 Aug 2026 | Portfolio Strategy Research - Ben Snider, Ryan Hammond, Jenny Ma, Daniel Chavez, Kartik Jayachandran, Christophe Sung

Asia-Pacific Weekly Kickstart: MXAPJ fell 0.5%, dragged by Korea’s seventh straight weekly decline amid heavy foreign outflows, amid AI deleveraging, softer Asian macro data, and mixed geopolitical developments