Early Morning Research Recap

A comprehensive daily recap of Goldman Sachs research covering global macroeconomics, strategy shifts, and specific equity ratings changes across the Americas, Europe, and Asia-Pacific.

Key Takeaways

• 1.Data centers in the UK and Europe are reaching a turning point, driven by rising demand and structural shifts.
• 2.Australian discretionary retail is facing significant headwinds from inflation pressures and weakening consumer demand, leading to sell ratings for major players like JBH and HVN.
• 3.Goldman Sachs initiates coverage on National Healthcare Properties (NHP) with a Buy rating, citing an underway senior housing transition.

Table of Contents

• Macro/Global
• Americas
• Europe
• Asia
• The Macro Round-Up
• STRATEGY
• COMMODITIES
• Rating and Conviction List Changes
• Links to Rating and Conviction List Changes
• Notable Stock Research to Consider
• Webinars, Podcasts & Conferences
• Disclosure Appendix

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