Goldman Sachs
June 5, 2026
Feedback, Flows and Catalysts
Weekly UpdateEquitiesConsumer StaplesInformation Technology
This report outlines tactical investment strategies across consumer, TMT, materials, and financial sectors, focusing on specific catalysts and options trades. It highlights investor feedback from recent conferences and data releases.
Key Takeaways
- 1.Short Sainsbury's (SBRY) into Q1 sales release on June 30 due to UK grocery market slowdown and Argos operational gearing.
- 2.Bullish on ASML ahead of June conference season, anticipating EUV capacity expansion beyond current guidance.
- 3.Time to revisit European Wholesale/Investment banks as Q2 results are expected to be strong with lending growth outperforming in the UK.
Table of Contents
- Feedback
- Flow
- Catalysts
- Consumer
- TMT
- MATERIALS
- HEALTHCARE
- FINANCIALS
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Authors
Natasha de la GrenseSean JohnstoneJames McGeochEsah HayatGaelle Jarrousse
Securities
SBRYASMLBARCZEAL
Themes
AI Infrastructure DemandGeopolitical Disruption ImpactSell-the-Data Healthcare Market
Regions
EuropeUnited KingdomUnited States