Goldman Sachs
June 9, 2026
Midday Market Intelligence
Daily UpdateEquitiesRates Govt BondsCommoditiesInformation TechnologyEnergy
US equities are recovering from Friday's sell-off as investors look past high-rate concerns to focus on AI-driven structural growth and strong corporate earnings forecasts.
Key Takeaways
- 1.US equities are staging a partial recovery from a 2.5%+ Friday sell-off as markets re-evaluate the impact of higher-for-longer interest rates.
- 2.Technical indicators suggest market overexuberance is not yet at levels typically associated with previous bubble peaks.
- 3.Goldman Sachs forecasts strong S&P 500 EPS growth of 24% in 2026 and 13% in 2027.
Table of Contents
- Midday Market Intelligence: not yet ready to 86 it...
- ... as the good stuff is still good
- It’s healthcare week at Goldman Sachs...
- chart(s) of the day
- What to watch for
- Today's market performance - June 8, 2026, 12:37 PM
- Global Market Intelligence
- Resource Corner
- Macro Publications & Features
- Micro Publications & Features
- Listening in at Goldman Sachs
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Authors
Chris HusseySarah HerrKshitij Garg
Securities
S&P 500WMTMSFT
Themes
Artificial IntelligenceEnergy Transition
Regions
GlobalUnited StatesChina