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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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