Goldman Sachs
July 2, 2026
Early Morning Research Recap
Daily UpdateCommoditiesEquitiesMacro Economic IndicatorsEnergyHealth Care
This daily report provides a digest of critical market research including macro updates, stock rating changes, and sector-specific analysis from Goldman Sachs analysts.
Key Takeaways
- 1.Americas Airlines outlook raised on strong revenue and lower fuel costs; SkyWest downgraded to Neutral.
- 2.APAC Conviction List updated with new additions (KB Financial, Hyundai Mobis, NetEase, ResMed) and removals (TSMC, Alibaba, Mao Geping, APR, Fisher & Paykel).
- 3.Fortescue Metals Group and Wesfarmers downgraded to Sell on valuation and near-term price weakness.
Table of Contents
- The Calls Around the World to Focus on Today
- The Macro Round-Up
- STRATEGY
- COMMODITIES
- Rating and Conviction List Changes
- Notable Stock Research to Consider
- Global Market Intelligence
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Authors
Global Investment Research
Securities
SKYWFMGRMD.AX
Themes
AI Impact on Productivity and LaborCommodity DiversificationGeopolitical Trade Tensions
Regions
North AmericaEuropeAsia PacificUnited StatesChinaIndia