Goldman Sachs
June 12, 2026
Americas Business & Information Services Recap
Weekly UpdateEquitiesRates CreditFinancialsInformation Technology
This report provides a weekly update on the Americas Business & Information Services sector, analyzing trends in debt issuance, CRE market health, and earnings developments for key firms like SPGI, MCO, CSGP, and MH.
Key Takeaways
- 1.Global debt issuance volumes grew by 8% y/y in May, decelerating from April's robust 71% growth, influenced by M&A activity and hyperscaler AI infrastructure financing.
- 2.Commercial real estate (CRE) activity showed improvement with a 21% y/y rebound in 1Q 2026 sales volumes, though the recovery remains uneven across property sectors.
Table of Contents
- Business & Information Services Recap
- GS Business & Information Services Coverage
- Price Changes as of 6/11/26
- Valuation Multiples as of 6/11/26
- Top Inbounds
- Relevant Macro Developments
- Business & Information Services News Flow
- GS Business & Information Services Research This Week
- Chart of the Week
- Upcoming Events
- Upcoming GS NDRs, Conferences and Field Trips
- CY2026 Consensus EPS Estimate Revisions YTD
- NTM P/E and NTM EV/EBITDA Trends
- Business & Information Services Trading and Operating Comps
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Authors
George K. TongSami NasirAnna WuAlex Lakritz
Securities
SPGIMCOCSGP
Themes
Artificial Intelligence in ServicesDebt Issuance and Ratings Market
Regions
North AmericaUnited States
