Goldman Sachs SELL

What's Top of Mind in Macro Research Further Middle East escalation, AI volatility, IPO and debt surge

Jul 24, 2026

From the report报告摘录Middle East Escalation & Energy Prices: Brent prices may exceed $120/bbl in 4Q26 (avg $100/bbl in 2027) and TTF to €65/MWh if Strait of Hormuz/Bab-al-Mandab disruptions persist, driving immediate portfolio risk exposure.

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