America's biggest companies say these 4 themes are top of mind right now

Goldman Sachs has once again published its "beige book" of the biggest themes S&P 500 companies are talking about during earnings season.

Mimicking the Federal Reserve's Beige Book, Goldman's note published Thursday contains anecdotes from dozens of earnings calls that gives us insight into what they're focusing on right now. Goldman's report has comments from 56 companies that make up 28% of the index's total revenues, and 33% of its market cap.