GS Early Morning Research Recap Ratings and Target Price Changes October 13, 2026 as of 5 30 AM ET

Equity Research 13 October 2026 | 5:57AM EDT

GS EARLY MORNING RESEARCH RECAP

Ratings and Target Price Changes - October 13, 2026 as of 5:30 AM ET

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

Macro/Global n US Economics, Rindels: September CPI Preview

n Global Markets Daily, Marshall: The Factors Behind the Rise in US Yields

Americas n Amgen Inc. (AMGN, Buy), Richter: Constructive into second Phase 3 Sjögren’s disease data n Orion180 Insurance Group (OIG, Buy), Cox: Differentiated Home Insurance Underwriter with Significant Growth Opportunity; Initiate Buy

Europe n Technip Energies (TE.PA, Buy), Della Vigna: Upgrade to Buy on renewed backlog momentum n Europe Multi-Industry, Costa: Cross-checking views on inventory levels across end markets

Asia n ANZ Data Centres, Boulus: The Digital Infrastructure Era: Initiating our ANZ Data Centre Supply-Demand model n Asia Pacific Textile, Apparel & Footwear, Cheng: Monthly Tracker: Sep 2026: OEM better-than-fear; PS decline narrowed; Introducing Shein related data

The Macro Round-Up ECONOMICS US Daily: September CPI Preview

12 Oct 2026 | Economics Research - Jessica Rindels, Ronnie Walker, Jan Hatzius, David Mericle, Alec Phillips, Pierfrancesco Mei, Abhay Duggirala

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Goldman Sachs GS Early Morning Research Recap

Global Markets Daily: The Factors Behind the Rise in US Yields

12 Oct 2026 | Economics Research - William Marshall, Simon Freycenet, Isabella Rosenberg, Friedrich Schaper, Loic Mathys

Weekly Fund Flows: Strong Inflows to Brazil

12 Oct 2026 | Economics Research - Lexi Kanter, Michael Cahill, Karen Reichgott Fishman, Stuart Jenkins

STRATEGY Corporate Macroscope - A Macro Guide to the Micro World

12 Oct 2026 | Portfolio Strategy Research - Peter Oppenheimer, James Fitzsimmons

GOAL Kickstart: Better asymmetry into Q3 earnings after valuation reset

12 Oct 2026 | Portfolio Strategy Research - Christian Mueller-Glissmann, CFA, Elena Porfidia, Andrea Ferrario, Alessandro Giglio, Peter Oppenheimer

12 Oct 2026 | Equity Research - Deep Mehta, Kshitij Garg

Global Weekly Kickstart: Earnings Season Arrives with a High Bar

12 Oct 2026 | Portfolio Strategy Research - Guillaume Jaisson, Peter Oppenheimer, Sharon Bell, John Kwon, Elena Porfidia, Jacinta Feng

Asia-Pacific Portfolio Strategy: Asian equity market daily update

12 Oct 2026 | Portfolio Strategy Research - Timothy Moe, CFA, Alvin So, CFA, Kinger Lau, CFA, Sunil Koul, John Kwon, Amorita Goel, CFA, Terry Chan

COMMODITIES Oil Tracker: Diesel in Market and Policy Focus; High Freight Rates Widen Crude Differentials

13 Oct 2026 | Commodities Research - Yulia Zhestkova Grigsby, Filippo Cuscito, Alexandra Paulus, Daan Struyven

GS Global Oil Supply and Demand Model 2026-10-11

12 Oct 2026 | Commodities Research - Daan Struyven, Yulia Zhestkova Grigsby, Filippo Cuscito, Alexandra Paulus