This report provides a daily summary of key market research from Goldman Sachs, focusing on earnings previews for the semiconductor, steel, and investment banking sectors, alongside an analysis of the obesity drug market following Medicare reimbursement updates.
Key Takeaways
- 1.Semiconductor sector faces a tougher setup for 2Q earnings due to recent stock runs, despite broad upside expectations.
- 2.Medicare reimbursement approval for obesity drugs LLY and NOVO is expected to drive $2.6bn in revenue during 2026.
- 3.Investment banks are entering 2Q earnings with a reasonably healthy operating backdrop and attractive valuation.
Table of Contents
- US Morning Call: July 6, 2026
- Global Market Intelligence
- Resource Corner
- Disclosure Appendix
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Authors
Chris HusseySarah Herr
Securities
AMATAMDONNUELLYNOVO.B-DK
Themes
2Q Earnings SeasonObesity Market / Medicare ReimbursementSemiconductor Sector
Regions
GlobalUnited States