Early Morning Research Recap

This report provides a comprehensive daily roundup of Goldman Sachs research, covering ratings updates, macro-economic insights, and regional equity strategy for July 1, 2026.

Key Takeaways

• 1.The report highlights global equity and macro research, including a 2H outlook for EM equities, AI adoption trends, and various regional conviction list updates for July 2026.
• 2.Key rating changes include upgrades for Lumo Homes and ONGC, alongside initiations for FedEx Freight and initiations/reinstatements in the Americas.

Table of Contents

• The Calls Around the World to Focus on Today
• The Macro Round-Up
• ECONOMICS
• STRATEGY
• COMMODITIES
• Rating and Conviction List Changes
• Links to Rating and Conviction List Changes
• Notable Stock Research to Consider
• Industrials and Basic Materials
• TMT
• LatAm
• EUROPE
• ASIA

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