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Market Pulse | High-signal updates for investors and operators

Market Pulse · Global · Daily high-signal market updates for investors and operators | Showing 6 of 6

Market Pulse | High-signal updates for investors and operators

Daily stream of high-signal market updates and intelligence. Refreshed every day.

Market Pulse · Global · Showing 6 of 6

Will Hyperscalers Justify AI Spend? | 15 Jul 2026 | Goldman Sachs

This edition of The Macro Call, hosted by Mark Wilson, Head of EMEA Equities Hedge Fund Coverage and Equities Franchise Sales, features a deep dive into the current state of equity markets with , Head of EMEA Equites Flow Intermediation. The discussion centers on the massive, ongoing buildout of AI infrastructure and the critical need for market participants to see tangible returns on investment (ROI). **Key…

Jul 15, 2026·Macro / Economics
Will Hyperscalers Justify AI Spend? | 15 Jul 2026 | Goldman Sachs

Quarterly Market Update: 2Q 2026 | 13 Jul 2026 | Goldman Sachs

_Date of recording: June 29, 2026_## 1. Executive Briefing (TL;DR) - **The Core Thesis:** US macroeconomic growth remains highly resilient to recent geopolitical and financial shocks, driven by structural momentum in manufacturing, AI infrastructure build-outs, and a steady labor market. Concurrently, persistent sticky core inflation is projected to keep the Federal Reserve's target interest rates higher for…

Jul 14, 2026
·Macro / Economics
Quarterly Market Update: 2Q 2026 | 13 Jul 2026 | Goldman Sachs

Goldman Sachs: Why the US Dollar Could Continue to Strengthen | 10 Jul 2026 | The Markets

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** The US dollar's strength is sustained by strong corporate earnings, structural dynamics like the "AI trade," and widening real rate differentials as foreign central banks lean more dovish relative to a data-dependent Federal Reserve. While structural shifts toward global reserve diversification exist, the dollar's supremacy remains unchallenged in the near…

Jul 11, 2026·Macro / Economics
Goldman Sachs: Why the US Dollar Could Continue to Strengthen | 10 Jul 2026 | The Markets

GSAM: Market Know-How 3Q 2026 | July 7, 2026 | Goldman Sachs Asset Management

GSAM: Key Takeaways - A New Geo Paradigm Geopolitical shocks are no longer isolated events. They are now structural drivers of the macro regime, reshaping trade, supply chains, industrial policy and capital allocation.

Jul 7, 2026·Macro / Economics
GSAM: Market Know-How 3Q 2026 | July 7, 2026 | Goldman Sachs Asset Management

Will AI-Driven Corporate Debt Strain Credit Markets?

_Note: Recorded on June 17, 2026._ **1. Executive Briefing (TL;DR)** - **The Core Thesis:** Corporate bond issuance driven by massive Artificial Intelligence capital expenditures is rising at an unprecedented velocity, yet credit markets remain unperturbed. Strong technical demand driven by high absolute all-in yields continues to compress spreads and damp volatility, obscuring potential structural risks from…

Jun 30, 2026·Markets & Investments
Will AI-Driven Corporate Debt Strain Credit Markets?

Goldman Sachs: What the IPO Boom Means for the US Equity Outlook | 23 Jun 2026 | Exchanges

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** The current US IPO market acceleration is a fundamentally healthy recovery driven by robust corporate confidence, AI capital demand, and strong underlying corporate earnings rather than a sign of a euphoric, bubble-peak market. While equity valuations are high, exceptionally strong corporate earnings growth and historically outsized share buybacks are…

Jun 24, 2026·Markets & Investments
Goldman Sachs: What the IPO Boom Means for the US Equity Outlook | 23 Jun 2026 | Exchanges
Source
Goldman SachsMacro / EconomicsMarkets & Investments
+11 more tag
Outlook / Update

Will Hyperscalers Justify AI Spend? | 15 Jul 2026 | Goldman Sachs

This edition of The Macro Call, hosted by Mark Wilson, Head of EMEA Equities Hedge Fund Coverage and Equities Franchise Sales, features a deep dive into the current state of equity markets with , Head of EMEA Equites Flow Intermediation. The discussion centers on the massive, ongoing buildout of AI infrastructure and the critical need for market participants to see tangible returns on investment (ROI).

**Key…

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UJ
Jul 15, 2026
Source
Goldman SachsMacro / EconomicsMarkets & Investments
+11 more tag
Outlook / Update
Source
Goldman SachsMacro / EconomicsMarkets & Investments
+11 more tag
Source
Goldman SachsMacro / EconomicsMarkets & Investments
Source
Fixed IncomeGoldman SachsMarkets & Investments
+22 more tags
Outlook / Update
Source
Goldman SachsMarkets & InvestmentsOutlook / Update

Goldman Sachs: What the IPO Boom Means for the US Equity Outlook | 23 Jun 2026 | Exchanges

1. Executive Briefing (TL;DR)

  • The Core Thesis: The current US IPO market acceleration is a fundamentally healthy recovery driven by robust corporate confidence, AI capital demand, and strong underlying corporate earnings rather than a sign of a euphoric, bubble-peak market. While equity valuations are high, exceptionally strong corporate earnings growth and historically outsized share buybacks are…

Quarterly Market Update: 2Q 2026 | 13 Jul 2026 | Goldman Sachs

Date of recording: June 29, 2026## 1. Executive Briefing (TL;DR)

  • The Core Thesis: US macroeconomic growth remains highly resilient to recent geopolitical and financial shocks, driven by structural momentum in manufacturing, AI infrastructure build-outs, and a steady labor market. Concurrently, persistent sticky core inflation is projected to keep the Federal Reserve's target interest rates higher for…
View Full Article
UJ
Jul 14, 2026
Outlook / Update

Goldman Sachs: Why the US Dollar Could Continue to Strengthen | 10 Jul 2026 | The Markets

1. Executive Briefing (TL;DR)

  • The Core Thesis: The US dollar's strength is sustained by strong corporate earnings, structural dynamics like the "AI trade," and widening real rate differentials as foreign central banks lean more dovish relative to a data-dependent Federal Reserve. While structural shifts toward global reserve diversification exist, the dollar's supremacy remains unchallenged in the near…
View Full Article
UJ
Jul 11, 2026
+1
1 more tag
Report, Blogs & Insights

GSAM: Market Know-How 3Q 2026 | July 7, 2026 | Goldman Sachs Asset Management

GSAM: Key Takeaways

  • A New Geo Paradigm

Geopolitical shocks are no longer isolated events. They are now structural drivers of the macro regime, reshaping trade, supply chains, industrial policy and capital allocation.

View Full Article
UJ
Jul 7, 2026
Private Credit

Will AI-Driven Corporate Debt Strain Credit Markets?

Note: Recorded on June 17, 2026.

1. Executive Briefing (TL;DR)

  • The Core Thesis: Corporate bond issuance driven by massive Artificial Intelligence capital expenditures is rising at an unprecedented velocity, yet credit markets remain unperturbed. Strong technical demand driven by high absolute all-in yields continues to compress spreads and damp volatility, obscuring potential structural risks from…
View Full Article
UJ
Jun 30, 2026
View Full Article
UJ
Jun 24, 2026