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Goldman Sachs

July 14, 2026

US Equities Color

Daily UpdateCommoditiesCryptoDerivativesFinancialsHealth Care

US equities rallied on July 14, 2026, buoyed by a benign CPI report and strong bank earnings. However, tech and healthcare sectors faced pressure from negative guidance at IBM and HCA.

Key Takeaways

  • 1.US equities rose following a benign June CPI report and strong earnings from major banks.
  • 2.IBM and HCA issued negative guidance, weighing on the Software and Healthcare sectors respectively.
  • 3.Big Banks (JPM, BAC, C, WFC) reported strong Q2 results driven by investment banking and capital markets, but diverged on Net Interest Income outlooks.

Table of Contents

  • US EQUITIES COLOR: STRONG BANK EPS + SOFTER CPI
  • DERIVS
  • Sharkey's Earnings Playbook

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Authors

Christian deGrasseGail Hafif

Securities

S&P 500HCAIBM

Themes

AI SpendingBank Earnings DispersionInflation Moderation

Regions

GlobalUnited States

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