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Goldman Sachs Research

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Investors May Be Overlooking the UK’s Economic Potential
Goldman Sachs ResearchJun 2, 2026

Investors May Be Overlooking the UK’s Economic Potential

Macro

The S&P 500 Is Forecast to Climb as Earnings Growth Powers Stocks Higher
Goldman Sachs ResearchMay 28, 2026

The S&P 500 Is Forecast to Climb as Earnings Growth Powers Stocks Higher

Macro

Stock Markets Are Increasingly Vulnerable to Rising Bond Yields
Goldman Sachs ResearchMay 22, 2026

Stock Markets Are Increasingly Vulnerable to Rising Bond Yields

Macro

How Hedge Funds Are Trading Semiconductor Stocks
Goldman Sachs ResearchMay 22, 2026

How Hedge Funds Are Trading Semiconductor Stocks

Macro

Korea’s Stock Market Is Forecast to Set Fresh Highs
Goldman Sachs ResearchMay 21, 2026

Korea’s Stock Market Is Forecast to Set Fresh Highs

Macro

AI Agents Forecast to Boost Tech Cash Flow as Usage Soars
Goldman Sachs ResearchMay 20, 2026

AI Agents Forecast to Boost Tech Cash Flow as Usage Soars

Macro

US Data Center Power Demand Projected to Double by 2027
Goldman Sachs ResearchMay 20, 2026

US Data Center Power Demand Projected to Double by 2027

Macro

Why UK Gilt Yields Are Climbing
Goldman Sachs ResearchMay 19, 2026

Why UK Gilt Yields Are Climbing

Macro

Securing and Financing the Future of Water
Goldman Sachs ResearchMay 14, 2026

Securing and Financing the Future of Water

Macro

China’s Exports Are Expected to Slow Before Green Energy Surge
Goldman Sachs ResearchMay 13, 2026

China’s Exports Are Expected to Slow Before Green Energy Surge

Macro

Optical Networking: The Next Mega Trend in AI Infrastructure
Goldman Sachs ResearchMay 12, 2026

Optical Networking: The Next Mega Trend in AI Infrastructure

Macro

Will the Corporate Investment in AI Pay Off?
Goldman Sachs ResearchMay 11, 2026

Will the Corporate Investment in AI Pay Off?

Macro

The Outlook for the US Consumer amid Rising Inflation
Goldman Sachs ResearchMay 8, 2026

The Outlook for the US Consumer amid Rising Inflation

Macro

The Energy Crunch Could Accelerate Europe’s Shift to Electrification
Goldman Sachs ResearchMay 5, 2026

The Energy Crunch Could Accelerate Europe’s Shift to Electrification

Macro

Tracking Trillions: the Assumptions Shaping the Scale of the AI Build Out
Goldman Sachs ResearchMay 1, 2026

Tracking Trillions: the Assumptions Shaping the Scale of the AI Build Out

Macro

Robotaxis Are Forecast to Become a $400 Billion Market in 2035
Goldman Sachs ResearchApr 30, 2026

Robotaxis Are Forecast to Become a $400 Billion Market in 2035

Macro

US Stocks Are Forecast to Rise 6% in 2026
Goldman Sachs ResearchApr 29, 2026

US Stocks Are Forecast to Rise 6% in 2026

Macro

Cracks in Private Credit
Goldman Sachs ResearchApr 29, 2026

Cracks in Private Credit

Macro

The Jobs AI Is Likely to Boost—and Those It May Disrupt
Goldman Sachs ResearchApr 24, 2026

The Jobs AI Is Likely to Boost—and Those It May Disrupt

Macro

M&A Volume Expected to Surge This Year Despite Economic Uncertainty
Goldman Sachs ResearchApr 24, 2026

M&A Volume Expected to Surge This Year Despite Economic Uncertainty

Macro

When AI Learns How the World Works
Goldman Sachs ResearchApr 23, 2026

When AI Learns How the World Works

Macro

The Impact of Higher Energy Prices on European Manufacturing Industries
Goldman Sachs ResearchApr 23, 2026

The Impact of Higher Energy Prices on European Manufacturing Industries

Macro

Cybersecurity Firms Show Software Industry How to Navigate AI
Goldman Sachs ResearchApr 23, 2026

Cybersecurity Firms Show Software Industry How to Navigate AI

Macro

Are Technology Stocks Cheap Now?
Goldman Sachs ResearchApr 10, 2026

Are Technology Stocks Cheap Now?

Macro