GS Early Morning Research Recap Ratings and Target Price Changes September 14, 2026 as of 5 30 AM ET

Equity Research 14 September 2026 | 6:03AM EDT

GS EARLY MORNING RESEARCH RECAP

Ratings and Target Price Changes - September 14, 2026 as of 5:30 AM ET

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

Macro/Global n US Economics Analyst, Mericle: A Hike Without a Signal?

n European Daily, Moberly: BoE Preview—Holding in September, Hiking in November

Americas n Internet, Sheridan: Key Takeaways from 2026 Communacopia + Technology Conference (& Parallel Industry Developments – Agents & AI Model Pacing) n Software, Borges: Highlights from GS Comm+Tech conversations

Europe n Straumann AG (STMN.S, Buy), Felton: Accelerating EBIT and FCF growth supports attractive risk reward; Upgrade to Buy n Software, Moawalla: Communacopia + Technology 2026 — Key Takeaways

Asia n Optical Tour, Chang: Top 10 takeaways from our visits with entrepreneurs on technology development, demand, supply, and competition n South Korea Insurance, Park: Valuations becoming fuller; D/G DBI & HMF to Neutral, retain Buy on SFM

The Macro Round-Up ECONOMICS US Economics Analyst: A Hike Without a Signal?

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

Global FX Trader: The Walk After the Talk

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Goldman Sachs GS Early Morning Research Recap

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

Fed Chatterbox: September Edition

13 Sep 2026 | Economics Research - Pierfrancesco Mei

US Daily: Adding a Hike in September

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

Global Rates Trader: Grouped Hikes

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

Global Rates Notes: Revising Gilt Yield Forecasts Higher

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

US Week Ahead: September 14 - September 20

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

European Daily: BoE Preview—Holding in September, Hiking in November

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

Weekly Fund Flows: Inflows to Inflation Protected Bond Funds

11 Sep 2026 | Economics Research - Lexi Kanter, Michael Cahill, Karen Reichgott Fishman, Stuart Jenkins

Asia Economics Analyst: Exports and Beyond—Asia’s Broadening AI Dividend

13 Sep 2026 | Economics Research - Andrew Tilton, Goohoon Kwon, CFA, Irene Choi, Andrew Boak, CFA, Santanu Sengupta, Hui Shan, Danny Suwanapruti, Xinquan Chen, Will Maher, Tomohiro Ota, Yuriko Tanaka, Lisheng Wang, Chris Poh, Oscar To, Arjun Varma, Yuting Yang, Chelsea Song

Asia in Focus: China: Gauging the Impact of Government Bond Supply on Bond Yields

13 Sep 2026 | Economics Research - Xinquan Chen, Chelsea Song, Andrew Tilton, Hui Shan, Lisheng Wang, Yuting Yang

Global Economics Wrap-Up: September 11, 2026

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

European Daily: Higher Energy Prices, More Inflation, Slightly Weaker H2 Growth

11 Sep 2026 | Economics Research - Sven Jari Stehn, Filippo Taddei, Niklas Garnadt,