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GS AI, Financials, and Iran - GS Daily Monitor

海外研报

JPM-China_Consumer_Strategy：2026_CNY_holiday_sales_（totaldaily_up_19％5.7％_yoy），_a_n

海外研报

TS Lombard -Lulas Post-Carnival Poll Numbers Take A Hit

海外研报

GS Europe Wind Manufacturers_ German onshore orders to stay higher for longer_

海外研报

GS US EQUITIES - shifts beneath the surface

海外研报

JPM-Impact_of_Iran_conflict_on_China：Resilient_nearterm，_but_likely_more_drags_if_

海外研报

GS China_ Two Sessions Comment 1_ 2026 government policy targets largely as expected

海外研报

CA--拜登退出竞选后，民主党人的下一步是什么？

海外研报

RBC European Economics and Rates Strategy_2026-03-06

海外研报

A few keypieces from GS Sales, Trading, Strategy and Research. Full piece links below or attached.

Waiting to re-engage in USDJPY longs (Mike Cahill) - While we think USD/JPY can probably continue to move back to the 150 level and would
海外研报