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Goldman Sachs

July 2, 2026

Top Stories

Daily UpdateCommoditiesCryptoEquitiesEnergyHealth Care

This daily update covers global market movements, geopolitical tensions in Ukraine and Iran, and significant developments in US AI regulation. Markets show mixed performance with notable weakness in China and Japan equities.

Key Takeaways

  • 1.Ongoing economic concerns in China, including weak retail demand and pressure on policymakers.
  • 2.The US government is in advanced talks with AI companies, including OpenAI, to create voluntary standards and discuss equity stakes.
  • 3.Geopolitical tensions escalate with significant strikes in Ukraine and Iran facing difficulty exporting oil.

Table of Contents

  • Markets Right Now...
  • 10 Things You Shouldn't Miss This AM...
  • Noteworthy Economic Data that hit overnight...
  • Keep an eye on the following events today...
  • Early GS Ratings Changes...

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