Goldman Sachs AM BLUF

Goldman Sachs' daily briefing highlights Q2 earnings previews across TMT, Autos, and Consumer sectors while assessing the resilience of the US economy. Analysts favor AI infrastructure exposure and performance-driven digital advertising over traditional manufacturing models.

Key Takeaways

• 1.US trade deficit widened to $77.6B in May; GDP tracking remains resilient at +2.2%.
• 2.Hospital volumes stabilized but missed catch-up expectations; outpatient migration is accelerating.
• 3.Consumer Staples outlook remains cautiously optimistic despite pressures from elevated fuel prices.

Table of Contents

• Macro
• TMT
• Autos/Industrial Tech
• Consumer
• Healthcare Services / MedTech
• US Morning Call
• Today's Featured Research
• Rating & Conviction List Changes
• Other Notable Research

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