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Goldman Sachs research highlights 2026 as a pivotal growth year across multiple sectors, even as various regions navigate immediate macro headwinds. In the real estate and lodging space, the firm notes that CapitaLand Investment is executing an asset-light transition focused on divestments, while Airbnb is projected to achieve low-double-digit revenue growth driven by international expansion. Within the gaming sector, analysts remain optimistic about long-term catalysts like Wynn Resorts' UAE project, despite recent margin compression in Macau where GGR market share fell. Conversely, the firm has adopted a more cautious stance on Brazilian financials, downgrading BB Seguridade due to a cooling top-line and forecasted earnings contraction. Regarding China’s macro landscape, Goldman Sachs observes a divergence where total social financing beat expectations at RMB 7.22 trillion, yet primary property prices continued to fall by an annualized 5.3% in January. Overall, the research direction points toward tactical navigation of China's property correction while positioning for a recovery in global consumer and fee-based business models by 2026.

1475 reports available

This Week in Global Research thumbnail

This Week in Global Research

Goldman Sachs·Jun 12, 2026

The report highlights persistent volatility and AI-driven upside for equity markets, while identifying a 'higher-for-longer' interest rate environment in the US and abroad. Key sector focus remains on infrastructure, data centers, and the energy implications of geopolitical events in the Strait of Hormuz.

End of Week Market Intelligence thumbnail

End of Week Market Intelligence

Goldman Sachs·Jun 12, 2026

US markets face ongoing volatility and uncertainty as investors balance strong earnings expectations against high rates, geopolitical tension, and evolving AI trade dynamics. Strategists recommend focusing on AI infrastructure and earnings-tailwinds to reduce portfolio risk.

US Morning Call thumbnail

US Morning Call

Goldman Sachs·Jun 12, 2026

This report provides updates on Vistra Corp's data center power initiatives and the U.S. refining sector, including specific stock recommendations.

Global FX Trader thumbnail

Global FX Trader

Goldman Sachs·Jun 12, 2026

The report analyzes currency market dynamics in a 'collared' USD environment, highlighting a shift toward domestic factors like rate differentials and offering strategic views on CNY, GBP, JPY, INR, THB, CHF, and ILS.

EM Asia FX and Rates Views thumbnail

EM Asia FX and Rates Views

Goldman Sachs·Jun 12, 2026

Asian central banks are actively responding to currency depreciation and inflation through interest rate hikes and capital flow management. However, sustained recovery for Asian FX likely depends on the resolution of the Middle East conflict and associated energy price pressures.

US Autos And Industrial Tech Weekly Update thumbnail

US Autos And Industrial Tech Weekly Update

Goldman Sachs·Jun 12, 2026

This report covers weekly developments in the US Autos and Industrial Tech sector, highlighting Rivian's R2 launch, GM's new energy storage partnerships, and Tesla's European FSD progress. It also addresses the growing investment theme of leveraging automotive technology for datacenter power and storage applications.

Americas Technology Real Estate Tech Existing Home Sales Update

Goldman Sachs·Jun 9, 2026

Americas Business & Information Services Recap

Goldman Sachs·Jun 12, 2026

Americas Construction Building Products AHRI April Read-Throughs

Goldman Sachs·Jun 12, 2026

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