Recurring series

Good Morning Mail

Finvaulta tracks 10 editions of Good Morning Mail from Goldman Sachs, published between March 25, 2026 and June 12, 2026. Each edition is summarized on its own page.

Latest edition · June 12, 2026

GS Sales Trading: Good Morning Mail 12.06.2026 - anton tran

Global equity markets rallied on Friday following de-escalation signals in the Middle East and cooling geopolitical rhetoric. Goldman Sachs analysts remain cautious on long-term oil prices, revising their 2027 Brent forecast downward.

Following reports of a de-escalation in Middle East tensions, U.S. and European equity markets saw broad gains. The report highlights active trading in luxury and discretionary sectors in Europe, while Asian markets benefited from improved sentiment. Despite immediate market relief, Goldman Sachs reduced its 2027 Brent oil price forecast to $80/bbl, citing a structural increase in supply and anticipated shifts in energy demand, while maintaining its 2026Q4 outlook.

Read the latest edition in full

Key takeaways from the latest edition

1.U.S. equity markets rallied significantly following reports of a cancelled Iranian bombing and potential ceasefire progress.
2.Goldman Sachs GIR lowered its 2027 Brent oil price forecast by $5 to $80 due to higher supply projections and anticipated demand shifts.
3.European markets experienced a bounce led by Semis, Renewables, and Luxury sectors despite geopolitical tensions.

What this series covers

U.S. Recap
GIR on Oil – Same 2026Q4 price forecast. Nudging down 2027 forecast
Europe
Asia
Chart(s) of the Day
Key Macro Events Today
Sector and Factor Rotations
Markets in a Nutshell

Edition archive

Series at a glance

Editions tracked: 10
First edition: March 25, 2026
Latest edition: June 12, 2026

All Goldman Sachs research

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