Recurring series
Goldman SachsWeekly Mash
Finvaulta tracks 4 editions of Weekly Mash from Goldman Sachs, published between May 10, 2026 and August 7, 2026. Each edition is summarized on its own page.
Latest edition · August 7, 2026
Mark Wilson - Weekly Mash - Aug 7
Mark Wilson reviews the key drivers of H1 2026, highlighting the strength of AI infrastructure, corporate earnings, and M&A, and provides a tactical outlook for the remainder of the year.
The report reflects on a strong first half of 2026 characterized by the AI build-out, impressive corporate earnings, and high M&A activity which helped markets shrug off geopolitical and macro headwinds. Looking ahead to the next five months, the report highlights the inflection in AI revenue ROI, the resilience of European equities, and the importance of monitoring US mid-term political risks and the cost of capital.
Read the latest edition in fullKey takeaways from the latest edition
- 1.AI investment is transitioning into a phase of revenue contribution and realized ROI.
- 2.Corporate M&A activity remains robust, particularly in the UK, often outstripping equity issuance.
- 3.European equities are displaying resilience despite consensus bearishness, supported by changing regulatory and fiscal environments.
What this series covers
- Taking a step back from the day to day
- 10 takes from GS on pivotal issues
Edition archive
Series at a glance
- Editions tracked
- 4
- First edition
- May 10, 2026
- Latest edition
- August 7, 2026