Goldman Sachs: US Morning Update – September 23, 2026

Key Takeaways

• 1.Global equities showed mixed performance overnight as US 10-year Treasury yields sat 4 bps below 5.0% and Brent crude hovered just under $100/bbl.
• 2.Biotech coverage highlighted positive clinical milestones: Vertex's Phase 2 inaxaplin data in APOL1-mediated kidney disease reduced proteinuria by 43%-45%, while Amgen reported positive Phase 3 results for dazodalibep in Sjögren's disease.
• 3.China's lower crude imports have stabilized the oil market over the past six months, but elevated prices could sustain reduced import demand.

Table of Contents

• Looking Ahead
• Performance of Global Indices (as of September 23, 2026)
• Rating & Conviction List Changes (as of September 23, 2026)
• Today's Events (September 23, 2026)
• Notable Research not on the Morning Call
• Upcoming Webinars
• Recent Podcasts
• Webinar Replays
• Global Market Intelligence
• Resource Corner

Report data

Rating & Conviction List Changes (as of September 23, 2026) — as of September 23, 2026.

Reports in this series

Market Intelligence is shown in chronological order through this edition, published on September 23, 2026.

Part of the Market Intelligence series — view all 7 editions

Looking for the latest edition? Market Intelligence US Morning Update(67) (Oct 9, 2026)

1. Sep 4Market Intelligence US Morning Update(60)
2. Sep 10Market Intelligence US Morning Update(61)