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GS EUROPEAN EXPRESS: New Idea: Buy Saudi Aramco

New Idea: Buy Saudi AramcoSaudi Aramco – up to Buy – Aramco stands out from the rest of the industry on
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GS UK Today: Glencore H1 Results | ITM Power | UK Retail | US Macro

Earnings First Take: Glencore Glencore - 1H first take - Revenue came in much higher primarily due to higher
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GS Utilities Daily: Siemens Energy: Solid Q3 numbers, cash flow guidance upgraded

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,
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MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE

Asia Trade: APAC stocks (0.8%) continued their recent rebound this moring. in Japan, NKY(1.296) recovered from carly losses and was boosled by Uchida's commenls that BOJ
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Macro2Market Views Post the MacroMania

The super-macro week of late July/early August led to a volatile adjustment in pricing and positioning. As the dust settles, we remain vigilant and unconvinced that the coast is clear.
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Global Strategy Weekly

What just happened? Don’t look Ethel The FT’s ever-excellent Rob Armstrong sums up the current turmoil nicely in hisUnhedged column, arguing that the recent rout has been driven by a combination of:
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Market Intelligence: US Morning Update

Stocks in Asia were mixed, but with a negative bias, on Thursday. Mainland Chinaand Hong Kong markets ended flat, while Taiwan (-2%) and India (-0.6%) ended
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Decompression Creates Opportunities in Asia HY

The path of Asia credit spreads followed the macro marketsover the past week, with spreads under pressure at the start
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Food for Thought: Sector Selection for Rate Reduction

Over 13 rate cutting cycles stretching back to the 1980s,Healthcare and Staples outperformed most consistently over
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Initial claims see more normalization

Initial jobless claims declined last week, driven in part byoutsized drops in Michigan and Texas. Last week's reading of
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