Recurring series
Goldman SachsUS Equities Mid-Day Color
Finvaulta tracks 9 editions of US Equities Mid-Day Color from Goldman Sachs, published between May 14, 2026 and July 14, 2026. Each edition is summarized on its own page.
Latest edition · July 14, 2026
US Equities Mid-Day Color
US Equities traded higher on July 14, 2026, driven by a cooler-than-expected CPI print and continued momentum in AI-related technology stocks. Despite the index gains, market breadth remains narrow with over 300 S&P 500 stocks trading lower on the day.
The July 14, 2026, mid-day update reports that US markets are higher, buoyed by a softer June CPI release that led to a significant downward revision in July rate hike expectations to ~14%. Tech stocks and the AI theme are the primary drivers of performance, contrasting with a broader market characterized by poor breadth, as 312 stocks in the S&P 500 are lower. Desk activity is light, with hedge funds skewed toward buying technology and industrials, while long-only investors focus on selling financials and healthcare.
Read the latest edition in fullKey takeaways from the latest edition
- 1.Markets rose led by the Tech sector following a softer-than-expected CPI print.
- 2.July rate hike expectations have declined significantly to approximately 14%.
- 3.Breadth remains narrow as the AI theme and megacaps drive performance.
What this series covers
- Key Focus
- Our Flows
- Chart of the Day:
- More in Equity
Edition archive
US Equities Mid-Day Color
July 14, 2026
US Equities Mid-Day Color
July 1, 2026
US Equities Mid-Day Color
June 29, 2026
US Equities Mid-Day Color - jack mckeon
June 16, 2026
US Equities Mid-Day Color
June 10, 2026
US Equities Mid-Day Color
June 1, 2026
Series at a glance
- Editions tracked
- 9
- First edition
- May 14, 2026
- Latest edition
- July 14, 2026