Early Morning Research Recap

This report provides a daily summary of Goldman Sachs research, highlighting central bank policy shifts, commodity forecast updates, and notable company-specific stock research across global markets.

Key Takeaways

• 1.The Bank of Japan raised its policy rate to 1% at the June MPM.
• 2.Global equities rose amid signs of Middle East de-escalation.
• 3.Goldman Sachs reduced its oil price forecast following a deal to reopen the Strait of Hormuz.

Table of Contents

• Macro/Global
• Americas
• Europe
• Asia
• The Macro Round-Up
• Rating and Conviction List Changes
• Notable Stock Research to Consider
• Target Price Changes (10% or greater)
• Webinars, Podcasts & Conferences

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