Institutional research archive机构研报存档
Every desk report in the vault — buy-side and sell-side institutional research, indexed by institution. Read the summaries here; the full PDFs are on Pro.库内全部机构研报 —— 买方与卖方研究，按机构索引。此处可读摘要，PDF 全文为 Pro 专享。
Open the Research Vault进入研报库 →Goldman Sachs · 1131
- Oct 15, 2026Americas Retail Supermarkets Food at home inflation decelerated to +1.8 in September
- Oct 15, 2026Ulta Beauty Inc. (ULTA) Takeaways from our meeting with management and store tour
- Oct 15, 2026Turkiye Garanti Bankasi (GARAN.IS) Data update Changes to estimates
- Oct 15, 2026Rio Tinto Ltd. (RIO)
- Oct 14, 2026Cosmos Pharmaceutical (3349)
- Oct 13, 2026UMT (3491)
- Oct 13, 2026BP Plc (BP.L) Upgrading our estimates following the company's 3Q26 strong trading update
- Oct 13, 2026Orsted A S (ORSTED.CO) Downgrading to Neutral
- Oct 13, 2026J.P. Morgan Chase & Co. (JPM) 3Q26 First Take In line results, much stronger NII guide, lower buybacks
- Oct 13, 2026GS Early Morning Research Recap Ratings and Target Price Changes October 13, 2026 as of 5 30 AM ET
- Oct 13, 2026Global Markets Daily Credit When Higher Yields Become Less Supportive
- Oct 13, 2026Euro Area Data Update GDP Tracking Unchanged
- Oct 13, 2026MENA Banks The repricing ladder, not the franchise, decides who earns from higher interest rates
- Oct 13, 2026GCC Energy Mapping export strength into year end earnings delivery
- Oct 13, 2026Americas Payment Technology 3Q26 Preview Expect strong spending trends and more constructive thematics to sustain recent st...
- Oct 13, 2026Americas Fintech 3Q26 Preview Weighing key investor debates and near term earnings setups
- Oct 13, 2026Entain MGM BetMGM 3Q26 Reiterating FY guidance after solid 3Q
- Oct 12, 2026Americas Homebuilders, Building Products & Wood Products 3Q26 Earnings Preview
- Oct 12, 2026Americas Business & Information Services 3Q debt issuance moderates, but key growth drivers remain intact
- Oct 12, 2026Nuclear Nuggets Global reactor tracker October edition
- Oct 12, 2026GS Early Morning Research Recap Ratings and Target Price Changes October 12, 2026 as of 5 30 AM ET
- Oct 12, 2026Global Weekly Kickstart Earnings Season Arrives with a High Bar
- Oct 12, 2026Americas Retail Specialty Hardlines Updating estimates for Lithia Motors and Boyd Group ahead of earnings
- Oct 12, 2026Americas Homebuilders, Building Products & Wood Products 3Q26 Earnings Preview
- Oct 12, 2026GS EUROPEAN EXPRESS Oil Transportation Aroundtown Downgrade Terna Tryg Upgrade Demant Global Corporate Access
- Oct 11, 2026WUS (002463)
- Oct 10, 2026Global Economics Wrap Up
- Oct 10, 2026End of Week Market Intelligence set up
- Oct 10, 2026Asia Pacific Weekly Kickstart MXAPJ fell another 1 , as higher oil prices and US rates continued to drive outflows and press...
- Oct 10, 2026European Economics Analyst UK—Will Growth Resilience Continue
- Oct 10, 2026India Weekly Kickstart NIFTY settled flat w w
- Oct 10, 2026GS TWIG Notes This Week in Global Research
- Oct 10, 2026China Weekly Kickstart MXCN gained 1 while A shares lost 1
- Oct 10, 2026Asia Pacific Weekly Kickstart MXAPJ fell another 1 , as higher oil prices and US rates continued to drive outflows and press...
- Oct 10, 2026Vesta (VESTA.MX) 3Q26 Earnings Preview
- Oct 10, 2026Global Rates Trader Establishing a Foothold
- Oct 10, 2026US Weekly Kickstart The outlook for corporate equity supply and demand in 2027
- Oct 10, 2026Market Intelligence US Morning Update
- Oct 10, 2026GS TWIG Notes This Week in Global Research
- Oct 10, 2026Global FX Trader The Credit Connection
- Oct 9, 2026Yaskawa Electric (6506.T) 2Q above expectations; focus on order trends and procurement production trends from 2H onward; Buy...
- Oct 9, 2026Korea Weekly Kickstart KOSPI declined by 5 amid continued concerns over elevated rates and Samsung delivering preliminary t...
- Oct 9, 2026GS Utilities Daily SSE receives repayment of its £237.3m outstanding loan note with OVO Cutting offshore delays could sav...
- Sep 24, 2026Oil Analyst China Crude Imports Will Likely Remain Low For Now
- Sep 23, 2026GOAL Post The name is bond — rethinking duration in balanced portfolios
- Sep 23, 2026LATAM Today
- Sep 23, 2026Taiwan Pullback in AI related Production in August
- Sep 23, 2026Global Markets Daily Brazilian Real (BRL) — Navigating the Election
- Sep 23, 2026CEEMEA Inflation Monitor Headline and Core Inflation Broadly Stable in August, with Mostly Downside Surprises
- Sep 23, 2026Banks Regional Updating estimates in Regional Banks and Consumer Finance
- Sep 23, 2026Japan Games Tokyo Game Show 2026 (30th anniversary) Major domestic titles unveiled, many IP holders exhibit for first time
- Sep 23, 2026KB Home (KBH) F3Q26 Recap Benefits of Shift to BTO Offset by Rising Operating Headwinds Led by Higher Rates & Macro Uncerta...
- Sep 23, 2026Global Markets Daily Brazilian Real (BRL) — Navigating the Election
- Sep 23, 2026Cintas Corp. (CTAS) F1Q First Take Beat and raise quarter lifted by accelerating organic revenue growth and record margins
- Sep 23, 2026Global Energy Oil Refining Deep dive into the LatAm Refining Markets + Equities Implications
- Sep 23, 2026Europe Multi Industry 15th German Corporate Conference Key read across for EU Multis
- Sep 23, 2026Carbonomics Behind the meter power solutions for data centers gas turbines, fuel cells and reciprocating engines
- Sep 23, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Sep 23, 2026USA S&P PMIs Rise to Their Highest Levels Since 2022 but Highlight Intensifying Price Pressures
- Sep 23, 2026Europe Automobiles Chinese OEM Competition Monitor Aug 26 Chinese share hits new high of 8 on softer individual premium br...
- Sep 23, 2026Euro Area Data Update Firm Euro Area PMIs and Spanish Trade, Slightly Softer Consumer Confidence
- Sep 23, 2026Commodity Analyst Copper, Silver, PGMs Tariff Uncertainty Likely to Persist
- Sep 23, 2026Europe Automobiles Chinese OEM Competition Monitor Aug 26 Chinese share hits new high of 8 on softer individual premium br...
- Sep 23, 2026SMIC (0981.HK) AI to drive 2H26 growth; strongest revenues QoQ in 2Q26 among global top 10 foundries; Buy
- Sep 23, 2026Bristol Myers Squibb Co. (BMY) Complicated Setup for Upcoming Admilparant Phase 3 IPF Readout
- Sep 23, 2026LATAM Today
- Sep 23, 2026General Mills Inc. (GIS) First Take F1Q beat; FY27 guidance reiterated
- Sep 23, 2026Brenntag SE (BNRGn.DE) 15th German Corporate Conference — Key Takeaways
- Sep 23, 2026Global Markets Daily Brazilian Real (BRL) — Navigating the Election
- Sep 23, 2026China Education Aug Q Preview Defensive growth at a reasonable price; Buy EDUTAL
- Sep 23, 2026GS Utilities Daily Iberdrola reportedly planning sale of a stake in UK offshore project Global renewable additions need to accelerate to meet 2030
- Sep 23, 2026Euro Area Data Update Firm Euro Area PMIs and Spanish Trade, Slightly Softer Consumer Confidence
- Sep 23, 2026GS European Express Carbonomics, Telcos, Daimler, Heidelberg, ABI, Macro, Global, Corporate Access
- Sep 23, 2026Fox Corp. (FOXA) F1Q27 preview Expect EBITDA beat driven by Television
- Sep 23, 2026UBS Group (UBSG.S) Swiss parliament upper house votes for 90% CET1 backing for foreign subsidiaries
- Sep 23, 2026Siemens AG (SIEGn.DE) 15th German Corporate Conference Key Takeaways
- Sep 23, 2026Carbonomics Behind the meter power solutions for data centers gas turbines, fuel cells and reciprocating engines
- Sep 23, 2026Shennan Circuits (002916.SZ) mSAP PCB and IC substrate capacity expansion, riding on strong AI demand; TP up to Rmb511; Buy
- Sep 23, 2026National Bank of Kuwait (NBKK.KW) Mortgage draft law approved; sentiment positive but largely priced in, finer details unclear
- Sep 22, 2026BMW (BMWG.DE) 15th German Corporate Conference — Key Takeaways
- Sep 22, 2026AutoZone Inc. (AZO) First Take 4Q SSS were much softer than expected; EPS beat driven by tariff refunds
- Sep 22, 2026Americas Energy US Majors Higher Estimates Offset By Slightly Lower Multiples; Highlight COP (Buy, on CL)
- Sep 22, 2026CATL (300750.SZ) ESS Open Day Takeaways Deepening Moat in the System Integration Transition
- Sep 22, 2026Caris Life Sciences Inc. (CAI) CMS Releases Preliminary 2027 CLFS Rates; Positive Revision for CAI
- Sep 22, 2026South Korea Banks The sweet spot widens amid favorable macro; Ug IBK and BNK to Buy from Sell
- Sep 22, 2026Porsche AG (P911 p.DE) 15th German Corporate Conference — Key Takeaways
- Sep 22, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Sep 22, 2026Americas Energy US Majors Higher Estimates Offset By Slightly Lower Multiples
- Sep 22, 2026On the Road with Goldman Sachs Everything we Learned at the 33rd Global Consumer & Retail Conference
- Sep 22, 2026Kingfisher (KGF)
- Sep 22, 2026HubSpot Inc
- Sep 22, 2026Atlas Copco (ATCOa.ST) Barometer and thoughts into 3Q26
- Sep 22, 2026Mexico Weak Jul Retail Sales
- Sep 22, 2026LATAM Today
- Sep 22, 2026GS Utilities Daily Snam sells c.5 stake in Industrie De Nora to institutional investors European Commission launches com...
- Sep 22, 2026GS Housing Market Activity Scale Week of September 13 Scale Down 2 Sequentially Led by Decline in Sales and Purchase Appli...
- Sep 22, 2026Global Views Lower Inflation, Limited Hikes
- Sep 22, 2026Germany Federal Spending Above Expectations in August
- Sep 22, 2026Auto1 Group (AG1G.DE) 15th German Corporate Conference — Key Takeaways
- Sep 22, 2026Global Economics Analyst Where in the World Is There Still an Inflation Problem
- Sep 22, 2026China Property Weekly Wrap Week 38 Wrap sequentially stronger volume growth echoing seasonality, yet moderating leading in
- Sep 22, 2026Alibaba Group (BABA) Alibaba Cloud APSARA Key Takeaways
- Sep 22, 2026Pulp & Paper Monthly Tracker — September 2026
- Sep 22, 2026Novo Nordisk (NOVOb)
- Sep 22, 2026Midday Market Intelligence nothing to see here...
- Sep 22, 2026Hua Hong (1347)
- Sep 22, 2026Americas Transportation Railroads Weekly Rail Carload Snapshot — Week 37
- Sep 22, 2026Global Oil The Refining Super Cycle (Part 4) A System Stretched for Longer
- Sep 22, 2026European Daily Riksbank and Norges Bank Diverging Once More
- Sep 22, 2026USA GS Economic Indicators Update
- Sep 22, 2026The 720 The Refining Super Cycle, China Online Games NetEase & XD, Xiaomi, Toray, Busy Ming, Sansera Engg, Ramelius
- Sep 22, 2026GOAL Kickstart Markets repricing around higher rates and oil prices
- Sep 22, 2026Global GS Economic Indicators Update Current Activity in DMs Above Potential
- Sep 22, 2026Credit Notes Absorbing Higher Yields in Leveraged Finance
- Sep 21, 2026Turkiye TCMB Reserves US$9bn Lower
- Sep 21, 2026India Monthly Activity Chartbook Investment activity remains resilient in August
- Sep 21, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Sep 21, 2026Global Markets Daily Re Assessing the Value of Duration for Balanced Portfolios
- Sep 21, 2026GS Utilities Daily RWE secures c.120 MW of onshore wind capacity in latest German auction Ofgem has launched a consultati...
- Sep 21, 2026FedEx Freight Holding (FDXF) Shifting to Calendar Year
- Sep 21, 2026Americas Transportation Higher Railcar Prices Supportive of Valuation
- Sep 21, 2026Novo Nordisk (NOVOb.CO) Initial thoughts on mid term ambitions operating margin suggest c.3 downside to cons. in 2030
- Sep 21, 2026Hong Kong Tracker Softened housing volume but resilient pricing. Office recovery broadening to non central districts. Retail...
- Sep 21, 2026Europe Paper & Forest Products US Paper Update Containerboard Up $70 t
- Sep 21, 2026Americas Retail Takeaways from IR management
- Sep 21, 2026Americas Clean Technology Solar Recalibrating estimates for resi solar lower as headwinds persist
- Sep 21, 2026The Credit Line Banks and AI A Credit Positive Outlook
- Sep 21, 2026Americas Branded Consumer Goods Apparel & Accessories August store traffic update
- Sep 21, 2026Cost to Sweep Report
- Sep 21, 2026South Korea Chip Driven Acceleration in Early September Exports, with a Record High Trade Surplus of US$23bn
- Sep 21, 2026Global Week Ahead September 21 – September 27
- Sep 21, 2026Central Bank Policy Tracker September 2026
- Sep 21, 2026China Three things in China
- Sep 21, 2026China Matters Path of Least Resistance
- Sep 21, 2026Asia Economics Analyst Korea – Tracking Corporate Cash and Financial market Flows
- Sep 21, 2026Vanchip (688153)
- Sep 21, 2026iFlytek (002230)
- Sep 21, 2026Natural Gas Comment Gastech Sentiment Bullish Near Term LNG Prices
- Sep 21, 2026YETI Holdings (YETI) Investor Day Takeaways
- Sep 21, 2026Wiwynn (6669)
- Sep 21, 2026US Week Ahead September 21 September 27
- Sep 21, 2026This Week in Asia Pacific Macro 21 27 September (Audio)
- Sep 21, 2026The 720 Samsung Elec, SMIC, Shengyi Tech, Wiwynn, Japan Banks, Sumitomo Electric, Food & Life, India IT Services, China Matt...
- Sep 20, 2026European Economics Analyst Euro Area—Introducing Our Nearcast Model for Inflation
- Sep 18, 2026European Views Not So Fast
- Sep 18, 2026Global Economics Wrap Up
- Sep 18, 2026European Week Ahead September 21 September 27
- Sep 18, 2026Global Rates Trader Hiking More or Less
- Sep 18, 2026Global FX Trader Dollar Drift
- Sep 18, 2026Americas Real Estate REITs Rates move, REITs do what A look across performance and correlations, refreshing into an elevat...
- Sep 18, 2026Food & Life Cos. (3563)
- Sep 18, 2026Americas Crypto & Exchanges Overviewing the SEC innovation exemption order permitting trading of tokenized equities
- Sep 18, 2026Taiwan Weekly Kickstart TAIEX +2
- Sep 18, 2026Next (NXT.L) 1H27 results demonstrate ongoing strong earnings momentum, underpinned by the hyper growth, immature Internatio...
- Sep 18, 2026Housing and Mortgage Monitor Florida finds its healing power
- Sep 18, 2026Europe Retail Retail Matters On leads a bifurcated sportswear market
- Sep 18, 2026CEEMEA Week Ahead SARB to Hike by 25bp
- Sep 18, 2026European September Flash PMI Preview
- Sep 18, 2026EM Weekly Fund Flows Monitor Foreign selling in Korea continues this week
- Sep 18, 2026UK—Retail Sales Firmer Than Expected in August
- Sep 18, 2026Japan BOJ Raises Policy Rate by 25 bp to 1.25 . Further Tightening Ahead But No Clear Acceleration Signal
- Sep 18, 2026GS Early Morning Research Recap Ratings and Target Price Changes September 18, 2026 as of 5 30 AM ET
- Sep 18, 2026Global Markets Daily Timing It Right — When to Sell Interest Rates Vol
- Sep 18, 2026Euro Area Data Update Softer Italian Construction and Services Data in July
- Sep 18, 2026China Continued augmented fiscal deficit narrowing in August suggests fiscal tightening has yet to reverse
- Sep 18, 2026EM Asia FX Rates Views Positioning for Higher Energy, Elevated Core Yields and Further AI Investment
- Sep 18, 2026China Economic Activity and Policy Tracker Sep 18
- Sep 18, 2026Japan Economic Flash Continue to Expect Next Rate Hike in January Next Year
- Sep 18, 2026USA Industrial Production Below Expectations but GDP Relevant Details Stronger on Net
- Sep 18, 2026Mexico Solid Broad Based Expansion of Real GDP During 2Q26
- Sep 18, 2026LATAM Today
- Sep 18, 2026Japan Focus of the Week September 21 25
- Sep 18, 2026India Weekly Kickstart NIFTY closed the week flat as oil stabilized
- Sep 18, 2026China Weekly Kickstart Markets flat
- Sep 18, 2026UK Weekly Kickstart The UK's Resilience Is Being Tested
- Sep 18, 2026Sichuan Teway Food Group (603317)
- Sep 18, 2026Nexans (NEXS.PA) Takeaways from roadshow post 2Q26 results
- Sep 18, 2026Japan Weekly Kickstart Has it been better to travel or to arrive with the BOJ
- Sep 18, 2026GS Utilities Daily PPC Major DC deal announcement with Amazon, a positive
- Sep 18, 2026Global Strategy Views Competition for Capital
- Sep 18, 2026Genting Singapore Ltd. (GENS.SI) Improving inbound travel trend in 3Q26td. Updating estimates
- Sep 18, 2026Europe Weekly Kickstart Higher rates, resilient earnings
- Sep 18, 2026Americas Business & Information Services Child care online searches remain healthy though RTO is plateauing
- Sep 18, 2026Global Rates Notes BoE Announce Gilt Friendly QT Plan
- Sep 18, 2026Bending Spoons S.p.A. (BSP) Key Takeaways from Meeting with Management (CEO & IR)
- Sep 18, 2026Precious Analyst Fed Hikes to Slow, Rather than Derail, the Gold Rally
- Sep 18, 2026Global Credit Trader An Update on AI Related Debt Issuance
- Sep 18, 2026Japan August National CPI New Core CPI Unchanged as Deceleration in Food Prices Offsets Impact of Soaring Naphtha and Memor...
- Sep 18, 2026Global Economics Comment Is Poor Economic Sentiment Really About the Economy
- Sep 18, 2026Energy, Utilities & Mining Pulse Investors Asking What Are Takeaways from the Road or Recent Management Meetings
- Sep 18, 2026Amer Sports Inc. (AS) Salomon Investor Day Takeaways
- Sep 18, 2026What's Top of Mind in Macro Research A hawkish Fed meeting, China's economic and corporate prospects
- Sep 18, 2026US Equity Views Over earning, but not an earnings bubble
- Sep 18, 2026The 720 STE initiation, Global Macro & Strategy, Weichai Power, Hanwha Aerospace, China Beer Sector, JP Telcos, India's AI C...
- Sep 18, 2026Macro at a Glance Latest views and forecasts
- Sep 17, 2026The EM Trader CEE ing through the Vol
- Sep 17, 2026Taiwan CBC on Hold as Expected on Benign Inflation Outlook
- Sep 17, 2026European Daily BoE Recap—Opening the Door to a November Hike
- Sep 17, 2026Euro Area Final Inflation Details Show Easing Underlying Momentum but Energy Pressures Push Headline Higher
- Sep 17, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Sep 17, 2026Unite Group (UTG.L) Trading update 95 of beds booked for AY26 27, FY26 EPS guidance reaffirmed
- Sep 17, 2026ON Semiconductor Corp. (ON) Investor Day highlights 2030 financial targets, growth in power products, and the outlook for au...
- Sep 17, 2026Oil Comment Recommending Gasoline High Diesel Prices Cause High Gasoline Prices
- Sep 17, 2026Global Markets Daily High Energy Carrying Returns in EM Frontier — KZT and NGN Stocktake
- Sep 17, 2026LatAm Mining VALE, CMIN & USIM Sensitivity To Freight Oil FX Commodities
- Sep 17, 2026Americas Retail Retail sales above consensus in August
- Sep 17, 2026USA Philly Fed Manufacturing Declines Less Than Expected
- Sep 17, 2026Ukraine NBU Hikes by 50bp As Expected, Delivers Balanced Guidance
- Sep 17, 2026China in Transition China's great Go Global expansion From peripheral to core
- Sep 17, 2026AeroVironment Inc
- Sep 17, 2026US Daily September FOMC Recap Hawkish Dots Show Two Hike Baseline
- Sep 16, 2026UK Motor Pricing Tracker UK Motor Pricing decelerating with ONS data showing price declines in August
- Sep 16, 2026Japan August Trade Crude Oil Import Prices Dip Temporarily, but Trade Balance in Deficit for 4 Months with Import Value Rem...
- Sep 16, 2026GS Utilities Daily Centrica and X energy advance UK Nuclear plans with Xe 100 reactor Design Review Nordex secures 91 MW ...
- Sep 16, 2026GS Early Morning Research Recap Ratings and Target Price Changes September 16, 2026 as of 5 30 AM ET
- Sep 16, 2026Global Retail Global Consumer and Retail Conference 2026 — Day 2 Takeaways
- Sep 16, 2026Global Physical AI Framing the Forward Progress of Humanoids [Replay]
- Sep 16, 2026Dividend Swap Monitor European dividends supported by strong earnings but upside increasingly limited
- Sep 16, 2026China SAFE data suggest increased FX inflows in August
- Sep 16, 2026Brazil Building Homebuilders After the Rally Analyzing Election Cycle Positioning
- Sep 16, 2026Victoria's Secret & Co. (VSXY) Global Consumer and Retail Conference 2026 — Key Takeaways
- Sep 16, 2026Taiwan ABF Eternal Precision visit Order lead time extends to 2031, customers offering premium to secure supply
- Sep 16, 2026GS EUROPEAN EXPRESS BT CVC CTP Multi Industry Autos Macro Global Corporate Access
- Sep 16, 2026Americas Banks Highlighting key debates on WFC's NII outlook
- Sep 16, 2026Pool Corp. (POOL) Global Consumer and Retail Conference 2026 — Key Takeaways
- Sep 16, 2026US Economics Analyst September FOMC Preview A Hike Without a Signal
- Sep 16, 2026US Daily What Explains the Decline in the Labor Share of Income
- Sep 16, 2026The 720 China Strategy, China Internet, CICC, GO, Ramsay Healthcare, Solar Industries, China GDP, Oil, US Credit
- Sep 16, 2026Global Markets Daily A Floor Under Foreign Flows Into US Credit
- Sep 16, 2026Brazil Mixed to soft Retail Sales in July (Ramos)
- Sep 16, 2026Rates Vol Monitor Dispersion of Risks
- Sep 16, 2026Midday Market Intelligence waiting game
- Sep 16, 2026China Musings Policy and macro back to school
- Sep 16, 2026India Goods trade deficit narrows in August on lower oil and gold imports
- Sep 16, 2026Walmart Inc. (WMT) Global Consumer and Retail Conference 2026 — Key Takeaways
- Sep 16, 2026Genuine Parts Co. (GPC) Global Consumer and Retail Conference 2026 — Key Takeaways
- Sep 16, 2026Floor & Decor Holdings (FND) Global Consumer and Retail Conference 2026 — Key Takeaways
- Sep 16, 2026Dollar General Corp. (DG) Global Consumer and Retail Conference 2026 — Key Takeaways
- Sep 15, 2026Capital One Financial Corp
- Sep 15, 2026BioNTech (BNTX) Novel Novel Data at WCLC Serves as Early Validation
- Sep 15, 2026Euro Area Data Update Mixed ZEW Survey for September
- Sep 15, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Sep 15, 2026Oil Tracker Mideast Exports Resilient, But Increasingly at Risk
- Sep 15, 2026GS Housing Market Activity Scale Week of September 6 Scale is Flat Sequentially as Rates Hit a New 52 Week High, Offsetting...
- Sep 15, 2026China Better industrial production, sluggish investment, slower retail sales growth
- Sep 15, 2026China 70 city average primary property price decline narrowed further in August, with Tier 1 cities posting sequential gains
- Sep 15, 2026GS Utilities Daily Italy Bill on revival of nuclear power in Senate Siemens Energy sign 2.6 GW reservation agreement in ...
- Sep 15, 2026UK—Pay Growth Slightly Firmer Than Expected but Payrolls Remain Weak
- Sep 15, 2026Navigating China Internet eCommerce tracker Soft August online retail growth
- Sep 15, 2026China Weaker than expected credit extension mainly from slow bank loan extension and government bond issuance
- Sep 15, 2026Chewy Inc. (CHWY) Global Consumer and Retail Conference 2026 — Key Takeaways
- Sep 15, 2026Canada Economics Comment Headline and Core Inflation In Line With Expectations
- Sep 15, 2026China Consumer Staples Food What we learn from past El Niño cycles
- Sep 15, 2026China Consumer Staples Assessing potential impact on price volatility of key input costs
- Sep 15, 2026Tracking U.S. Supply Chain Congestion Sept 14
- Sep 15, 2026Trex Company Inc. (TREX) Global Consumer and Retail Conference 2026 — Key Takeaways
- Sep 14, 2026GS Early Morning Research Recap Ratings and Target Price Changes September 14, 2026 as of 5 30 AM ET
- Sep 14, 2026Global Rates Notes Revising Gilt Yield Forecasts Higher
- Sep 14, 2026Nuclear Nuggets Global reactor tracker September edition
- Sep 14, 2026LATAM Today
- Sep 14, 2026Market Intelligence US Morning Update
- Sep 14, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Sep 14, 2026GS EUROPEAN EXPRESS Software Defence Straumann flatexDEGIRO Informa Macro Global Corporate Access
- Sep 14, 2026Adobe Inc
- Sep 14, 2026ISS (ISS.CO) CMD first take Favourable mid term financial targets, especially on margins
- Sep 14, 2026Arabian Drilling Co. (2381)
- Sep 14, 2026Americas Business & Information Services Weekly debt issuance, AUM, exchange traded derivative volumes and fund formation as...
- Sep 14, 2026US Tariff Impact Tracker Indicated Imports into LA to Decrease Next Week And Sharply Increase Two Weeks Out
- Sep 14, 2026Rexel S.A. (RXL.PA) Barometer and thoughts into 3Q26
- Sep 14, 2026GS Utilities Daily Drax Market conditions point to FY EBITDA upgrades
- Sep 14, 2026Americas Technology Software Highlights from GS Comm+Tech conversations
- Sep 14, 2026GS EUROPEAN EXPRESS Software Defence Straumann flatexDEGIRO Informa Macro Global Corporate Access
- Sep 14, 2026Adobe Inc
- Sep 14, 2026Payments and Fintech Communacopia + Technology 2026 — Key Takeaways
- Sep 14, 2026US Economics Analyst A Hike Without a Signal
- Sep 14, 2026Global Week Ahead September 14 – September 20
- Sep 14, 2026Fed Chatterbox September Edition
- Sep 14, 2026European Week Ahead September 14 September 20
- Sep 14, 2026The 720 Greater China Tech Tours, Fed rate hike, BHP, SZS, AmorePacific, Gigadevice, SEMCO, TDK, Horizon Robotics, Recruit
- Sep 14, 2026E Town Semis (688729.SS) China AI Tour Factory visits Etcher and surface treatment tools to drive next stage growth
- Sep 14, 2026Samsung Electro Mechanics (009150.KS) 8 key takeaways from U.S
- Sep 14, 2026NAURA (002371)
- Sep 14, 2026Daifuku (6383.T) Logis Tech Tokyo Takeaways Technological innovation and intensifying competition confirmed, but Daifuku's ...
- Sep 14, 2026China Three things in China
- Sep 14, 2026Asia in Focus China Gauging the Impact of Government Bond Supply on Bond Yields
- Sep 14, 2026BHP Group Ltd. (BHP.AX) Copper SA expansion to 500ktpa Assessing the returns on the Olympic Dam block cave and US$10bn inv...
- Sep 14, 2026Optical Tour Top 10 takeaways from our visits with entrepreneurs on technology development, demand, supply, and competition
- Sep 14, 2026Asia Leaders Conference 2026 Takeaways TECO (1504.TW) Modular Data Center in expansion, driving deployment and efficiency
- Sep 14, 2026US Economic Weekly In the interest of time
- Sep 14, 2026UK—July Labour Market and August Inflation Preview
- Sep 14, 2026This Week in Asia Pacific Macro 14 20 September (Audio)
- Sep 14, 2026Horizon Robotics (9660)
- Sep 13, 2026China What do local clients think about the economy Local marketing takeaways, September 2026
- Sep 13, 2026Strategy Espresso Germany The Earnings Recovery Still Ahead
- Sep 13, 2026China Weekly Kickstart Markets fell 1 3 dragged by offshore tech
- Sep 13, 2026Samsung Electro Mechanics (009150.KS) 8 key takeaways from U.S. NDR AI providing a significant tailwind to MLCC and ABF; Buy
- Sep 12, 2026China Weekly Kickstart Markets fell 1 3 dragged by offshore tech
- Sep 9, 2026Snowflake Inc. (SNOW) Communacopia + Technology 2026 — Key Takeaways
- Sep 9, 2026ICG Plc (ICGIN.L) Latest filing highlights Amundi related share buyback programme nearing completion
- Sep 9, 2026Korn Ferry (KFY) F1Q First Take Revenue, margin and EPS upside mitigated by a mixed F2Q outlook
- Sep 9, 2026Taiwan Stronger than expected Rebound in August Exports, Led by Tech
- Sep 9, 2026Global Markets Daily AI Funding Needs and Strong Demand Fuel Record Convertible Supply
- Sep 9, 2026China Both CPI and PPI inflation picked up in August
- Sep 9, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Sep 9, 2026Japan September Reuters Tankan Semiconductor Related Demand Contributes to Improvement in Manufacturers' and Non manufactur...
- Sep 9, 2026GS Utilities Daily Pennon Group Strategic update set to address leverage concerns
- Sep 9, 2026Westgold Resources (WGX.AX) Refreshed 3yr outlook 600koz aspiration in line with GSe, though accelerated capex moderates ne...
- Sep 9, 2026Japan September Reuters Tankan Semiconductor Related Demand Contributes to Improvement in Manufacturers' and Non manufactur...
- Sep 9, 2026European Daily ECB—Has R Risen Further
- Sep 9, 2026Airbnb Inc. (ABNB) Communacopia + Technology 2026 — Key Takeaways
- Sep 9, 2026Sanofi (SASY.PA) Detailed Phase 2 AIRCULES lunsekimig data largely in line with Tezspire on FEV1, with lower exacerbation re...
- Sep 9, 2026China Spirits Tracker Moutai price adjustment of 7 SKUs
- Sep 9, 2026Boeing Co. (BA) August aircraft order & delivery report
- Sep 9, 2026Americas Banks & IBanks The next phase of capital markets growth & the AI infra impact
- Sep 9, 2026US Daily August CPI Preview
- Sep 9, 2026Taiwan August Headline Inflation Drops to 2.0 on Falling Food and Energy Prices
- Sep 9, 2026Global Markets Daily Assessing Sensitivity of EM European Equities to Natural Gas Shocks
- Sep 9, 2026Americas Technology Semiconductors Communacopia + Technology Conference 2026 Day 1 Takeaways
- Sep 8, 2026Whirlpool Corp. (WHR) Appliances Labor Day 2026 Pricing Update
- Sep 8, 2026Novartis (NOVN.S) Del desiran misses, potentially removing delaying a blockbuster asset
- Sep 8, 2026H&R Block Inc. (HRB) Updating estimates to reflect front loaded F2027 investments
- Sep 8, 2026GS Housing Market Activity Scale Week of August 30 Scale Up 1 Sequentially Led Purchase Applications as Rates Reach New 52...
- Sep 8, 2026GS EUROPEAN EXPRESS Rheinmetall Medtech Conference Nestle Macro Global Corporate Access
- Sep 8, 2026Europe Tissue Deflation persists into August, volume declines accelerate
- Sep 8, 2026Europe Paper & Forest Products Updating Estimates post 2Q26 and Marking to Market for Latest Commodity Price Movements
- Sep 8, 2026Europe Healthcare Medical Technology Reflecting on sector performance and key debates ahead of the 23rd European Medtech an...
- Sep 8, 2026SECO (IOT)
- Sep 8, 2026Pulp & Paper Some Hardwood Momentum Building Into 4Q
- Sep 8, 2026Horizon Robotics (9660.HK) Asia Leaders Conference 2026 Takeaways Founder CEO Fireside Chat Spec upgrade on rising NOA pe...
- Sep 8, 2026CrowdStrike (CRWD) Fal.con 2026 New AI products may drive a paradigm shift for cyber defenders
- Sep 8, 2026Europe Insurance Earnings Tracker 1H'26 earnings are now in the books for our coverage
- Sep 8, 2026Americas Transportation The Monthly Mosaic August 2026
- Sep 8, 2026Americas Retail Takeaways from IR management
- Sep 8, 2026Oppenheimer Northern Data Acquisition Closed Company Focused on Data Center Execution
- Sep 8, 2026GS Early Morning Research Recap Ratings and Target Price Changes September 8, 2026 as of 5 30 AM ET
- Sep 8, 2026Euro Area Data Update Mixed Trade Data in Germany and France
- Sep 8, 2026China Trade surplus grows on restrained imports
- Sep 8, 2026Japan BOP July Inbound Spending Up YoY for First Time Since March
- Sep 8, 2026Brazil Minor Uptick in 2027 Inflation Expectations
- Sep 8, 2026Science Applications International (SAIC) Questions remain in pace of forward growth
- Sep 8, 2026Retail Specialty Apparel & Accessories Analyzing Back to School Brand Heat Through AI Search
- Sep 8, 2026Japan Q2 GDP Revised Up Slightly to +1.4 QoQ Annualized, Mainly on Capex
- Sep 8, 2026GOAL Kickstart Summer rotation moderation with higher yields and commodities
- Sep 8, 2026The 720 Xiaomi, BYD, Innolight, China Staples, China Cosmetics & Proya, Korea Industrials, CDMO CRO, MetaX
- Sep 8, 2026TeamViewer (TMV.DE) Updating estimates post 2Q26; remain Neutral
- Sep 8, 2026FOCI (3363.TWO) Semicon Taiwan CPO FAU driving revenue growth and margin expansion; Buy
- Sep 8, 2026Oil Analyst Ongoing Disruptions, More Adaptation Nudging Up Our Price Forecast
- Sep 8, 2026Agriculture Analyst Higher Barriers to Trade, Lower Barriers to Shocks Hormuz, Black Sea and a Super El Niño
- Sep 7, 2026Higher Barriers to Trade
- Sep 7, 2026Index Strategy FTSE Global Equity Index Series Rebalancing Review and Flow Implications (September 2026) Final Update
- Sep 7, 2026GS EUROPEAN EXPRESS Real Estate Utilities Schindler Sika Media Macro Global Corporate Access
- Sep 7, 2026European Economics Analyst ECB Preview—Another Hike Without Guidance
- Sep 7, 2026GS Utilities Daily European Utilities Back to School A bias for Renewables South Korea outlines 25 GW offshore wind zones
- Sep 7, 2026VPEC (2455.TW) Semicon Taiwan Chairman visit Optical networking strong demand with better InP substrate supply; Buy
- Sep 7, 2026China Cosmetics 1H26 2Q26 wrap Online margin pressure persists and offline remains resilient; 2H26 key to watch for local p...
- Sep 7, 2026China AI Tour Everbright (688048.SS, NC) Chairman visits EML and CW lasers in strong ramp up; Strong demand with specificat...
- Sep 7, 2026The 720 Innolight & Optical Transceivers, China Strategy, Samsung Electronics, SEMICON takeaways, Recruit, CMB, Data Centers
- Sep 7, 2026Asia in Focus China Property Downturn Keeps Straining Local Government Finances
- Sep 7, 2026This Week in Asia Pacific Macro 7 13 September (Audio)
- Sep 7, 2026Global Healthcare Pharmaceuticals Back to School Kickstart 10 High Level Themes; Selectively Constructive
- Sep 7, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Sep 7, 2026European Daily A More Mixed Q3 Activity Picture After a Firm Q2
- Sep 7, 202616th Annual EMEA Credit and Leveraged Finance Conference
- Sep 6, 2026China Three things in China
- Sep 6, 2026Global Optical transceivers Raising 1
- Sep 6, 2026Samsung Electronics (005930)
- Sep 6, 2026Hon Hai (2317)
- Sep 5, 2026Americas Business & Information Services August temp headcount grows y y for a second month, though structural AI risks persist
- Sep 5, 2026Shanghai Jinjiang Int'l Hotels (600754.SS) 2Q26 results inline Slower RevPar partly offset by higher CRS contribution.
- Sep 5, 2026GS Utilities Daily Spain calls for EU levy on gas & oil profits for climate fund Vestas secures 50 MW orders in Germany
- Sep 5, 2026Americas Business & Information Services What's Powering Your Services Recap 9 4 26
- Sep 5, 2026Victoria's Secret & Co. (VSXY) F2Q26 Earnings Review Brand initiatives driving healthy sales momentum and FY guidance raise...
- Sep 5, 2026Market Intelligence US Morning Update
- Sep 5, 2026GS TWIG Notes Special ‘Back to School’ TW(S)IG This Summer in Global Research
- Sep 5, 2026End of Week Market Intelligence laborious
- Sep 4, 2026Connecting the Dots Macro vs. Micro, Conviction List, Deutsche Bank, RE snippets and Telco leverage plus key research
- Sep 4, 2026Global Economics Wrap Up
- Sep 4, 2026EM Weekly Kickstart MSCI EM closed flat w w amid rate oil risks
- Sep 4, 2026EM Weekly Fund Flows Monitor North Asia saw US$5bn foreign selling, while Brazil saw moderate inflows w w
- Sep 4, 2026Asia Pacific Weekly Kickstart MXAPJ closed flat for a second straight week amid higher bond yields, and rising oil prices
- Aug 25, 2026Global Markets Daily Tracking Shifts in the Market’s AI Views
- Aug 25, 2026European Economics Analyst UK—Inflationary Pressures Probably Not Sufficient to Push the BoE to Hike
- Aug 25, 2026Brazil Consumer Confidence Deteriorated Visibly in Aug
- Aug 25, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Aug 25, 2026Payments and Fintech 2Q26 Earnings Takeaways and key investor debates
- Aug 25, 2026Taiwan July IP Strong Tech Production And Weak Retail Sales
- Aug 24, 2026Americas Steel USCanada Suspend Trade Discussions Over Weekend
- Aug 24, 2026US Week Ahead August 24 August 30
- Aug 24, 2026US Economics Analyst Inflation Expectations After Five Years of High Inflation
- Aug 24, 2026Europe Paper & Forest Products US Paper Update Containerboard
- Aug 24, 2026Americas Brokers & Crypto A cautiously optimistic outlook for 2H26
- Aug 24, 2026Americas Transportation Railroads Weekly Rail Carload Snapshot —
- Aug 24, 2026market monitor
- Aug 24, 2026GS Pasquariello markets macro two charts that stuck out from the weekend reading
- Aug 24, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Aug 24, 2026Phillips 66 (PSX) Takeaways from Management Meetings Positive Rate
- Aug 24, 2026Goal Kickstart Summer data only update
- Aug 24, 2026Shenzhen Inovance Technology Co. (300124.SZ) Pre announced 2Q26 results in line with GSe; key things for upcoming earning call
- Aug 24, 2026Turkiye TCMB Restarts Repo Auctions and Surprises Our Expectation by
- Aug 24, 2026Tracking U.S. Supply Chain Congestion GS Supply Chain Congestion Scale Aug 17th
- Aug 24, 2026USA GS Economic Indicators Update
- Aug 24, 2026America Financials 2Q26 mutual fund and hedge fund Financials positioning analysis
- Aug 24, 2026Cambricon
- Aug 24, 2026Brazil Lower 2026 Growth Expectations; Small Uptick in 2027 Inflation
- Aug 24, 2026India Aerospace & Defense Field Trip Days 2,3 and 4 highlights
- Aug 24, 2026China Basic Materials Monitor Aug 2026 Supply keeping prices supported amid weak demand
- Aug 24, 2026Mexico Moderate 1H Aug HeadlineCore Prints; Sticky Services (Ramos)
- Aug 24, 2026Market Intelligence US Morning Update
- Aug 24, 2026Mexico Solid Broad Based Expansion of Real GDP During 2Q26; Some
- Aug 24, 2026Nebius Group (NBIS) Strong competitive performance and robust
- Aug 24, 2026Taiwan CCL Fulltech mgmt. visit Ongoing product mix shift toward high
- Aug 24, 2026Trend Micro Inc.
- Aug 24, 2026Target Corp.
- Aug 24, 2026US Tariff Impact Tracker Indicated Imports into LA Positive on YOY Basis
- Aug 24, 2026Xiaomi Corp. (1810.HK) XRING triple chip breakthroughs unify AI
- Aug 24, 2026US Morning Call
- Aug 24, 2026US Week Ahead August 24 August 30
- Aug 24, 2026The 720 China Semis & CXMT initiation, Samsung Electronics, Japan SPE, China Matters, Jackson Hole, NEC, Li Ning, Zijin Mining
- Aug 24, 2026JCET (600584)
- Aug 24, 2026Global Week Ahead August 24 – August 30
- Aug 24, 2026Global Semis CHIPS IV China Semis self sufficiency builds
- Aug 24, 2026Natural Gas Comment Delayed Hormuz Normalization Forces Price Driven Fix
- Aug 24, 2026Kingsoft Office (688111)
- Aug 24, 2026Japan Electronics Semiconductors TOPPAN DNP earnings update Packaging related businesses support company wide profits
- Aug 24, 2026Index Strategy FTSE Global Equity Index Series Rebalancing Review and Flow Implications (September 2026)
- Aug 24, 2026Gerdau (GGBR4)
- Aug 24, 2026Europe Paper & Forest Products US Paper Update Containerboard Flat
- Aug 24, 2026China Petroleum & Chemical (0386)
- Aug 24, 2026Americas Diversified Financials 2Q26 mutual fund and hedge fund Financials positioning analysis
- Aug 24, 2026Cambricon (688256)
- Aug 23, 2026Bessents game of chicken with the bond vigilantes
- Aug 23, 2026Asia Economics Analyst China's Broad Based Export Strength to Persist Despite Limited AI Boost
- Aug 23, 2026China Three things in China
- Aug 23, 2026European Week Ahead August 24 August 30
- Aug 23, 2026South Korea Technology Korea WFE Substrate CCL Chip testing HBM Supply Chain Check reinforces our positive view on Samsung E...
- Aug 23, 2026Global Technology Semiconductor Capital Equipment Raising 2026 28 WFE estimates, driven by memory and foundry strength
- Aug 23, 2026Global Semis CHIPS IV China Semis self sufficiency builds
- Aug 23, 2026Kweichow Moutai (600519)
- Aug 23, 2026Insta360 (688775)
- Aug 23, 2026Faratronic (600563)
- Aug 23, 2026China Humanoid Robot 2026 WRC takeaways Healthy shift to commercialization & ROI
- Aug 23, 2026Samsung Electronics (005930.KS) Announces 2026 shareholder returns of ~W100tn at the mid point, likely higher mix of dividen...
- Aug 23, 2026AAC (2018)
- Aug 23, 2026Asia Index Strategy Hang Seng Indexes Rebalancing Review and Flow Implications (September 2026)
- Aug 23, 2026Nantong Jianghai Capacitor Co. (002484.SZ) 2Q26 results below GSe, limited shipment or customer certification progress despi...
- Aug 22, 2026US Weekly Kickstart Hedge funds and mutual funds differ on AI but converge on Financials
- Aug 22, 2026Mortgage & Structured Products Trader Rate sensitivity in focus
- Aug 22, 2026LATAM Week Ahead Quarterly Inflation Report in Mexico
- Aug 22, 2026Global Markets Daily Jackson Hole Roadmap 2026
- Aug 22, 2026Global FX Trader Tinker Taylor Holder Why
- Aug 22, 2026Global Economics Wrap Up
- Aug 22, 2026Americas Uranium Read across from Kazatomprom 1H26 results and 2026 production guidance
- Aug 22, 2026Americas Construction Building Products Non Residential Construction Data Centers and Institutional Projects Support Growt...
- Aug 22, 2026Americas Energy Oil Refining SRE Decisions Expected by End of August
- Aug 22, 2026Global Views They're Not Hiking
- Aug 21, 2026USA S&P PMIs Mixed as Services Increase but Manufacturing Edges Down
- Aug 21, 2026Taiwan Weekly Kickstart TAIEX retreated 1 as Tech stocks dragged on performance amid foreign and local institutional sellin...
- Aug 21, 2026High Yield and Loan Strategy Q2 earnings AI Winners Extend Their Lead
- Aug 21, 2026China Matters From Weak to Weaker
- Aug 21, 2026Aug 20 2026 GoldmanSachs IndiaFinancialsCorePPoPrecoverytodrivestockreturnsinitiatingcoverageof14stocks
- Aug 21, 2026Weekly Fund Flows Brazil Outflows into the Election Window
- Aug 21, 2026Korea Weekly Kickstart KOSPI declined marginally amid volatility triggered by the global bond yields and foreign outflows
- Aug 21, 2026Global PMI Monitor Manufacturing Employment Rises in Europe
- Aug 21, 2026Situation Room Slower into HG Aug 21
- Aug 21, 2026Precious Comment Gold Renewed Elevated Call Option Demand Raises Volatility and Upside Price Risk
- Aug 21, 2026Follow The Flow Reaching for higher yields Aug 21
- Aug 21, 2026North American Power & Utilities Utilities rewired How the sector works, earns and grows Aug 21
- Aug 21, 2026Market Intelligence US Morning Update
- Aug 21, 2026GS TWIG Notes This Week in Global Research
- Aug 21, 2026Global Rates Trader Macro Problems, Micro Solutions
- Aug 21, 2026End of Week Market Intelligence rates, oil, and stocks... oh my
- Aug 21, 2026China Weekly Kickstart MXCN gained 3 while A shares lost 1
- Aug 21, 2026EM Weekly Fund Flows Monitor Foreign selling led by Korea w w
- Aug 21, 2026CEEMEA Week Ahead MNB to Cut 25bp
- Aug 21, 2026Asia Pacific Weekly Kickstart MXAPJ rose another 1 as HK China Offshore rebounded and Asian FX strengthened despite resumed...
- Aug 21, 2026Array Technologies Inc. (ARRY) Investor event highlighting APA Solar and diversification strategy
- Aug 21, 2026South Korea Rebound in Early August Exports, Led by Accelerating Chip Demand
- Aug 21, 2026Japan Focus of the Week August Tokyo CPI
- Aug 21, 2026GS Early Morning Research Recap Ratings and Target Price Changes August 21, 2026 as of 5 30 AM ET
- Aug 21, 2026Europe August Flash PMIs Stronger Activity But Mixed Price Pressures Across the Channel
- Aug 21, 2026China Strong fiscal revenue and slower spending led to a narrower deficit in July
- Aug 21, 2026AEJ Week Ahead BOK, BOT and BSP meetings
- Aug 21, 2026UK Weekly Kickstart Data only update
- Aug 21, 2026Pulp & Paper Bear Cycle Takes a Pause
- Aug 21, 2026Mexico Weak Jun Retail Sales and Non Financial Services (Ramos)
- Aug 21, 2026India Weekly Kickstart NIFTY closed flat w w despite rising bond yields and oil prices
- Aug 21, 2026Europe Weekly Kickstart Data only update
- Aug 21, 2026Americas Business & Information Services What's Powering Your Services Recap 8 21 26
- Aug 21, 2026Americas Utilities California Wildfire Reform Term Sheet Balanced Framework, Constructive for PCG
- Aug 20, 2026am perspectives 3Q26 better together
- Aug 20, 2026Japan July Trade Crude Oil Import Volume Swings Back to Positive YoY, but Crude Oil Import Prices Remain High
- Aug 20, 2026Golar LNG (GLNG) Takeaways from Management Meeting Watching Fourth Vessel Commercialization
- Aug 20, 2026Amentum Holdings (AMTM) Relatively limited growth keeps us Neutral
- Aug 20, 2026Target Corp
- Aug 20, 2026SK Hynix Inc. (000660)
- Aug 20, 2026Macro at a Glance Latest views and forecasts
- Aug 20, 2026KONE Corp. (KNEBV.HE) Post 2Q26 update
- Aug 20, 2026Chongqing Brewery (600132)
- Aug 20, 2026CEEMEA Inflation Monitor Mixed Developments in Headline Inflation with Smaller Downside Surprises as Core Holds Steady
- Aug 20, 2026CD Projekt (CDR)
- Aug 20, 2026Asus (2357)
- Aug 20, 2026Analog Devices Inc. (ADI) Sustained revenue outperformance relative to peers given idiosyncratic growth drivers, with strong...
- Aug 20, 2026China Resources Beer (0291.HK) 1H26 Review Premiumization, Op resilience and outperformance vs industry under appreciated, ...
- Aug 20, 2026Macro at a Glance Latest views and forecasts
- Aug 20, 2026Top of Mind Assessing a less transparent Fed
- Aug 20, 2026Opera Ltd. (OPRA) Q2'26 Earnings Review Query Based Monetization Drives Q2 Performance as Broader AI Strategy Takes Hold
- Aug 20, 2026Euro Area Final Inflation Details Show Mixed Moves Across Underlying Measures
- Aug 20, 2026CEEMEA Inflation Monitor Mixed Developments in Headline Inflation with Smaller Downside Surprises as Core Holds Steady
- Aug 20, 2026Riksbank on Hold — We Continue to See a Hike in December as Likely
- Aug 20, 2026Riksbank on Hold — We Continue to See a Hike in December as Likely
- Aug 20, 2026Germany Federal Spending Slightly Below Expectations in July, Federal Deficit YTD Remains Above Our Expectations
- Aug 20, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Aug 20, 2026Walmart Inc
- Aug 20, 2026Kodiak Gas Services Inc
- Aug 20, 2026CVC Capital Partners (CVC.AS) Strategic partnership with Standard Life to launch PRT platform
- Aug 20, 2026China Machinery Railway Equipment Data update post broadly in line 2Q results
- Aug 20, 2026Yankershop Food (002847)
- Aug 20, 2026USA Philly Fed Manufacturing Highest Since 2021
- Aug 20, 2026Oil Analyst Running Hard or Hardly Running Effect of Refinery Outages on Runs and Margins
- Aug 20, 2026Global Markets Daily Fed Communication And Term Premium
- Aug 20, 2026Europe Multi Industry What Global Capacity Utilization and Leasing Data tell us about Multi Industry
- Aug 20, 2026Asics Corp. (7936)
- Aug 20, 2026The 720 SK Hynix, Sumitomo Electric, HK Exchanges, Top of Mind Fed Transparency, AIA, CR Beer, Giant Biogene, Anritsu
- Aug 20, 2026Shanghai Intl Airport (600009)
- Aug 20, 2026Jack Henry & Associates Inc. (JKHY) FY4Q26 Takeaways Better than feared guidance drives relief rally
- Aug 20, 2026Americas Energy Oil Strong Canadian Oil Fundamental Backdrop Continues in Both Upstream and Refining
- Aug 20, 2026Americas Energy Oil & Gas E&P Highlight Capital Efficient Growth Outlook and Flexibility of Capital Returns Through Volat...
- Aug 20, 2026Top of Mind Assessing a less transparent Fed
- Aug 20, 2026GS Utilities Daily Orsted files for 2 GW offshore wind park in Taiwan Germany opens consultation on Offshore grid plan
- Aug 20, 2026Genesis Minerals Ltd. (GMD)
- Aug 20, 2026Americas Utilities Power Levelized Cost of Energy Update Costs Rising Across Resource Types, but Solar Wind Remain Attract...
- Aug 19, 2026India RBI Minutes A Hawkish Shift From the Governor’s Statement
- Aug 19, 2026TJX Cos. (TJX) F2Q27 First Take 2Q adj
- Aug 19, 2026SK Hynix Inc. (000660)
- Aug 19, 2026SQM (SQM) 2Q26 Beat
- Aug 19, 2026GS Early Morning Research Recap Ratings and Target Price Changes August 19, 2026 as of 5 30 AM ET
- Aug 19, 2026Global Markets Daily Is Point of Sale Lending a Consumer Leverage Blind Spot
- Aug 19, 2026Global Economics Comment Is AI Impacting Global Labor Markets
- Aug 19, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Aug 19, 2026UK—Headline Inflation Close to Expectations in July
- Aug 18, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Aug 18, 2026USA Empire Manufacturing Well Above Expectations
- Aug 18, 2026Trade Update Closing our short THB INR for a small gain, as RBI brings forward FCNR(B) deadline
- Aug 18, 2026Navigating China Internet eCommerce tracker July industry online retail GMV +3
- Aug 18, 2026LATAM Today
- Aug 18, 2026GOAL Kickstart Summer data only update
- Aug 18, 2026Global Markets Comment Market Stress Monitor —
- Aug 18, 2026Global Markets Analyst Finding Factors in FX Markets
- Aug 18, 2026Canada Economics Comment Headline and Core Surprise to the Upside on Energy Prices and World Cup Effects
- Aug 18, 2026Brazil Weaker Than Expected June Real GDP Growth (Ramos)
- Aug 18, 2026UK—Labour Market Quantities Slightly Weaker Than Expected
- Aug 18, 2026Trade Update Closing our short THB INR for a small gain, as RBI brings forward FCNR(B) deadline
- Aug 18, 2026TIC Data Rebound in Purchases of US Equities in June
- Aug 18, 2026LATAM Today
- Aug 18, 2026GS Novak Industrials Materials
- Aug 18, 2026GS Early Morning Research Recap Ratings and Target Price Changes August 18, 2026 as of 5 30 AM ET
- Aug 18, 2026Global Markets Daily Europe’s Fixed Maturity Funds — A Fading Marginal Tailwind for EUR Credit
- Aug 18, 2026Ecuador Benign Inflation Reading in July but Consumer Price Data Was Distorted by New CPI Basket
- Aug 18, 2026China SAFE data suggest modest FX inflows in July
- Aug 17, 2026market monitor
- Aug 17, 2026Israel GDP Expands by +15.4 qoq annl, in Large Upside Surprise
- Aug 17, 2026Global Week Ahead August 17 – August 23
- Aug 17, 2026Global Views They're Not Hiking
- Aug 17, 2026Asia in Focus India Food Inflation Risks from El Niño Offset by Softer Core
- Aug 17, 2026Z.AI Co. (2513.HK) GLM 5
- Aug 17, 2026US Economics Analyst Earnings Season Takeaways Consumer Strength Before the Slowdown
- Aug 17, 2026This Week in Asia Pacific Macro 17 23 August (Audio)
- Aug 17, 2026Melco Resorts & Entertainment Ltd. (MLCO) 2Q26 results below on lower VIP win rate. Slow debt reduction. Allocating capital ...
- Aug 17, 2026Kweichow Moutai (600519)
- Aug 17, 2026Korea Views August MPC Preview Hawkish Hold, But a Close Call
- Aug 17, 2026Synchrony Financial (SYF) July Monthly Stats Credit and loans outperform
- Aug 17, 2026Sieyuan Electric (002028.SZ) 2Q26 results 35 yoy growth in advances from customers implying strong revenue visibility
- Aug 17, 2026Sandoz Group AG (SDZ.S) Further expands best in class pipeline with collaboration with Henlius for up to 10 biosimilars
- Aug 17, 2026Europe Insurance Earnings Tracker 80 of our coverage has now reported
- Aug 17, 2026Capital One Financial Corp
- Aug 17, 2026AstraZeneca (AZN)
- Aug 17, 2026Angel Yeast (600298)
- Aug 17, 2026Americas Business & Information Services Weekly debt issuance, AUM, exchange traded derivative volumes and fund formation as...
- Aug 17, 2026GS Early Morning Research Recap Ratings and Target Price Changes August 17, 2026 as of 5 30 AM ET
- Aug 17, 2026Etsy Inc
- Aug 17, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Aug 17, 2026China July activity data broadly weakened and missed expectations, pointing to a soft start to Q3
- Aug 16, 2026China Three things in China
- Aug 16, 2026Net Protections Holdings (7383.T) 1Q broadly as expected, mixed impression
- Aug 16, 2026European August Flash PMI Preview
- Aug 16, 2026China Weekly Kickstart MSCI China declined 3 while CSI300 remained flat
- Aug 16, 2026US Week Ahead August 17 August 23
- Aug 16, 2026European Week Ahead August 17 August 23
- Aug 14, 2026Connecting the Dots Beach reading & listening plus key research
- Aug 14, 2026Americas Construction Building Products June Import Update
- Aug 14, 2026Taiwan Weekly Kickstart TAIEX gained 4 , led by ex TSMC Tech on renewed foreign buying
- Aug 14, 2026Virgin Galactic Holdings (SPCE) Waiting to see start of commercial service, and mix up of pricing
- Aug 14, 2026Occidental Petroleum Corp. (OXY) Takeaways from Investor Meeting Closer Look at $4.0 Billion Cash Flow Improvement Plan, Wi...
- Aug 14, 2026Mortgage & Structured Products Trader Holding Tight
- Aug 14, 2026July VA data shows further sequential share gains for Oticon
- Aug 14, 2026Japan Banks CET1 ratio disclosures as of end June show MUFG recovering to 9
- Aug 14, 2026Firefly Aerospace (FLY) Working to scale, and expand the business
- Aug 14, 2026Global Economics Wrap Up
- Aug 14, 2026Global Economics Analyst What Has the World Learned About Central Bank Communication
- Aug 14, 2026Canada Economics Comment July CPI Preview
- Aug 14, 2026India Weekly Kickstart NIFTY closed 1 lower w w
- Aug 14, 2026Global FX Trader Eclipsed by Carry
- Aug 14, 2026EM Weekly Fund Flows Monitor Foreign inflows of US$8bn w w led by Korea Taiwan
- Aug 14, 2026Global Markets Analyst EM Rates — Pull from Home, Push from Abroad
- Aug 14, 2026US Weekly Kickstart What Q2 earnings reports signaled about the state of corporate AI adoption
- Aug 14, 2026Precious Comment Gold and Central Banks Storage Dilemma
- Aug 14, 2026Global Rates Trader A Steeper Price of Relief
- Aug 14, 2026Global FX Trader Eclipsed by Carry
- Aug 14, 2026USA Retail Sales Well Below Expectations
- Aug 14, 2026UK—June Labour Market and July Inflation Preview
- Aug 14, 2026Turkiye Current Account Deficit Widened to US$4
- Aug 14, 2026LATAM Today
- Aug 14, 2026China Q2 2026 BOP data show solid current account surplus
- Aug 14, 2026AEJ Week Ahead China July activity data, Thailand Q2 GDP, and BI meeting
- Aug 14, 2026Weekly Fund Flows Gold Fund Flows Pick Up
- Aug 14, 2026Pulp & Paper Feedback From Brazil Pulp Week
- Aug 14, 2026Korea Weekly Kickstart KOSPI rebounded by 11 amid sharp decline in volatility index and strong foreign inflows
- Aug 14, 2026Israel Headline Inflation Edges Down by 0.1pp to +1.5 yoy, In Line with Expectations
- Aug 14, 2026Asia Pacific Weekly Kickstart MXAPJ advanced 3 , led by a sharp rebound in Korea and Taiwan amid renewed foreign inflows, wh...
- Aug 14, 2026USA UMich Sentiment Declines
- Aug 14, 2026Americas Retail Retail sales below consensus in July
- Aug 14, 2026GS Early Morning Research Recap Ratings and Target Price Changes August 14, 2026 as of 5 30 AM ET
- Aug 14, 2026Talanx (TLXGn.DE) 2Q'26 results First Take
- Aug 14, 2026GS Utilities Daily Vestas Q2 points to a stronger profit picture, upgrading EPS & shareholder returns outlook RWE Quant...
- Aug 14, 2026UK Weekly Kickstart Data only update
- Aug 14, 2026RWE (RWEG.DE) Quantifying growing optionalities. We see much more to come
- Aug 14, 2026MPI Corp. (6223)
- Aug 14, 2026Japan Weekly Kickstart 1Q 3 27 results summary
- Aug 14, 2026Europe Weekly Kickstart A Stronger Earnings Story
- Aug 14, 2026Aviva Plc (AV.L) 1H'26 First Take 5 Operating EPS beat, with c.11 growth guidance for FY'26
- Aug 14, 2026Asics Corp. (7936)
- Aug 14, 2026South Bow Corp. (SOBO)
- Aug 14, 2026Rocket Lab Corp
- Aug 14, 2026Kosmos Energy Ltd. (KOS) Improving Operations in West Africa, But See Less Upside Relative After Strong LTM Share Performance
- Aug 14, 2026Embraer (EMBJ) Reiterate Buy post strong 2Q26 results
- Aug 14, 2026YETI Holdings (YETI) 2Q26 Earnings Review Execution in focus amidst toughening compares
- Aug 14, 2026Tapestry Inc. (TPR) F4Q26 Earnings Review Consistently healthy execution as Coach brand growth normalization in focus
- Aug 14, 2026Europe Weekly Kickstart A Stronger Earnings Story
- Aug 14, 2026Bending Spoons S.p.A. (BSP) Q2'26 Review Earnings Report Touches on All Key Themes – Legacy Business Performance, AI Driver...
- Aug 14, 2026Japan Focus of the Week Q2 GDP, July National CPI, July Trade
- Aug 14, 2026Global Markets Analyst EM Rates — Pull from Home, Push from Abroad
- Aug 14, 2026China Stronger than expected credit extension despite a decline in loan stock
- Aug 14, 2026China Economic Activity and Policy Tracker August 14
- Aug 14, 2026Asia in Focus China Retail Sales Policy Tailwinds Fade, H2 Growth Likely Remains Low
- Aug 14, 2026Brazil Firmer Than Expected Core Control Sales
- Aug 14, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Aug 14, 2026Applied Materials Inc. (AMAT) First Take Solid quarter and strong guidance, set against high expectations
- Aug 14, 2026The 720 Lenovo, Japan Tech, Rohm, JD.com, SMIC, Hua Hong, Hon Hai, GDS, Thai Oil, SanDisk, Yen, Tingyi
- Aug 14, 2026Globant SA (GLOB) Demand trends remain sluggish, with FX and re investments weighing on margins
- Aug 14, 2026Applied Materials Inc. (AMAT) Strong guidance sets the stage for accelerating growth in 2027
- Aug 14, 2026York Space Systems (YSS) 2Q26 First Take Full year guidance lowered
- Aug 14, 2026Samsonite Group (1910.HK) 2Q26 results inline Soft sales and resilient gross margin. Acquisition of BÉIS to expand lifesty...
- Aug 14, 2026HawkEye 360 Inc. (HAWK) 2Q26 First Take Beat in quarter, full year guidance in line with consensus
- Aug 14, 2026Global Credit Trader Redefining Quality in Credit
- Aug 14, 2026Cyrela Brazil Realty (CYRE3.SA) 2Q26 First Take In line Net Income yet Strong Cash Generation and Gross Margins
- Aug 14, 2026Riksbank Preview — Holding and Waiting
- Aug 13, 2026UK—Q2 GDP Growth in Line With Expectations at +0
- Aug 13, 2026StubHub Holdings (STUB) Q2'26 Earnings Review Strong Earnings Report Across GMS, Margins and Deleverage Progress
- Aug 13, 2026GS Early Morning Research Recap Ratings and Target Price Changes August 13, 2026 as of 5 30 AM ET
- Aug 13, 2026GS TMT SPEC SALES – Adyen topline good enough
- Aug 13, 2026Hon Hai (2317)
- Aug 13, 2026AVC (3017)
- Aug 13, 2026Tingyi (0322.HK) 1H26 Review Upgrade to Buy on enhanced core category position, improved operation efficiency amid cost vol...
- Aug 13, 2026Synopsys Inc. (SNPS) Expect a solid quarter, with an uptick to 2026 guidance
- Aug 13, 2026Energy Vault Holdings (NRGV) Guidance raise highlights improving execution and evolving business model
- Aug 12, 2026Strategy Espresso Europe – The secret outperformer
- Aug 12, 2026GS TMT SPEC SALES AI complex and semis benefit from Nvidia
- Aug 12, 2026US Daily July CPI Preview
- Aug 11, 2026Upwork Inc
- Aug 11, 2026GS Early Morning Research Recap Ratings and Target Price Changes August 11, 2026 as of 5 30 AM ET
- Aug 11, 2026Global Markets Daily Carrying On — Carry Trades Resilient But Continue to Prefer Equity to Credit
- Aug 11, 2026European Economics Analyst France—Modelling the 2027 Elections
- Aug 11, 2026EM in Focus The IMF’s External Sector Report — Global Imbalances Continue to Rise
- Aug 11, 2026Americas Transportation Railroads Weekly Rail Carload Snapshot — Week 31
- Aug 11, 2026Vestis Corp. (VSTS) F3Q First Take Revenue shortfall mitigated by margin outperformance
- Aug 11, 2026Venture Global (VG) First Take 2Q26 Slight Miss on Margins, but 2026 Guidance Increased
- Aug 11, 2026US Daily July CPI Preview
- Aug 11, 2026Traton (8TRA)
- Aug 11, 2026Legal & General Group (LGEN.L) Downgrade to Sell Sequencing risk skews risk reward to the downside
- Aug 11, 2026GS Utilities Daily Italy enacts FerX scheme with c.37 GW RES quotas Siemens Energy to supply power generation and gas com...
- Aug 11, 2026Alcon Inc. (ALCC)
- Aug 11, 2026ADNOC Logistics & Services (ADNOCLS)
- Aug 11, 2026United Kingdom Retail July BRC Non food sales 0.7 yoy with online +1.3 , in store 1.9
- Aug 11, 2026InterContinental Hotels Group (IHG.L) 1H26 Strong net system growth of 5
- Aug 11, 2026Americas Investment Banks Investment Banking Monitor Announced July activity fell, as strategic large cap M&A and DCM moder...
- Aug 11, 2026Zain Kuwait (ZAIN)
- Aug 11, 2026Americas Investment Banks Structural M&A growth persists, but expenses continue to rise, with valuation upside less likely
- Aug 11, 2026Agriculture Analyst Biofuels Primer Why Crop Prices Increasingly Follow Fuel
- Aug 11, 2026Global Market Views Same Macro, Different Marks
- Aug 11, 2026Standard Nuclear Inc. (STDN) Pureplay nuclear fuel supplier poised to capture significant share in a growing nuclear SMR TAM...
- Aug 11, 2026Global Market Views Same Macro, Different Marks
- Aug 11, 2026Standard Nuclear Inc. (STDN) Pureplay nuclear fuel supplier poised to capture significant share in a growing nuclear SMR TAM...
- Aug 11, 2026GS Lev Fin Weekend Reading and Observations the divides of summer
- Aug 11, 2026LY Corp. (4689.T) 1Q wrap Raise GSe and expect FY3 27 guidance beat, led by commerce sales and media profitability
- Aug 11, 2026Rocket Lab Corp. (RKLB) 2Q26 First Take Progress on Neutron continues
- Aug 11, 2026Global Markets Daily Fed Communication and FX Volatility
- Aug 11, 2026Constellation Energy Corp. (CEG) Strong execution and contracting progress balanced by valuation and long dated PPA timeline...
- Aug 11, 2026Global GS Economic Indicators Update US Wage Growth Moderates to 3.6
- Aug 11, 2026GS IG Credit Week in Review AI CDS Update
- Aug 11, 2026Global Tech Optical Networking The next mega trend in AI infrastructure
- Aug 10, 2026market monitor
- Aug 10, 2026International market pulse aug2026
- Aug 10, 2026Tokyo Keiki (7721)
- Aug 10, 2026Americas Retail Takeaways from IR management
- Aug 10, 2026Japan SMID Monitor Next Generation TOPIX inclusion exclusion end game
- Aug 10, 2026GS Early Morning Research Recap Ratings and Target Price Changes August 10, 2026 as of 5 30 AM ET
- Aug 10, 2026Eli Lilly & Co. (LLY) Commercial Momentum, Uninterrupted
- Aug 10, 2026GS EUROPEAN EXPRESS Multi Industry Autos Interparfums Auto1 Lotus Bakeries Macro Global Corporate Access
- Aug 10, 2026Take Two Interactive Software Inc
- Aug 7, 2026AEJ Week Ahead China inflation and credit data, India inflation, and Singapore and Malaysia GDP
- Aug 7, 2026Global Markets Comment A Few Follow Up Questions on Yen Intervention
- Aug 7, 2026PAR Technology Corp. (PAR) 2Q26 Takeaways Topline beat with cost discipline driving better than expected profitability
- Aug 7, 2026Kodiak Gas Services Inc
- Aug 7, 2026The 720 Lasertec, DBS, Nintendo, Furukawa, SUMCO, Resonac, JX Advanced Materials, NYPCB, Winway, Kakao Corp
- Aug 7, 2026Suncor Energy Inc. (SU) Updating Estimates Following Solid 2Q Results and Key Management Changes Including Incoming CEO
- Aug 7, 2026Loar Holdings (LOAR) 2Q26 First Take beat & raise
- Aug 7, 2026Occidental Petroleum Corp. (OXY) Raising Target Following Strong Multi Year Cash Flow Improvement Plan
- Aug 7, 2026Infineon (IFXGn)
- Aug 7, 2026Fiserv Inc. (FISV) Key takeaways Another reset likely to push out the turnaround story
- Aug 7, 2026Eversource Energy (ES) Improved balance sheet supportive of incremental capex
- Aug 7, 2026ConocoPhillips (COP) First Take Strong EPS and Production
- Aug 7, 2026European Economics Analyst The Potential Impact of Heatwaves and Wildfires on the Euro Area Economies
- Aug 7, 2026What We Are Monitoring in US Credit
- Aug 6, 2026Warby Parker Inc
- Aug 6, 2026Somnigroup International Inc. (SGI) 2Q26 First Take
- Aug 6, 2026LATAM Today
- Aug 6, 2026Fiserv Inc. (FISV) First Take Another big guidance reset
- Aug 6, 2026Constellation Energy Corp. (CEG) First Take EPS beat GS and consensus, 2026 EPS guidance raised
- Aug 6, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Aug 6, 2026Aug 06 2026 JefferiesLLC StrongTractionwithNBMsbutEarningsMomentumSlows
- Aug 6, 2026eBay Inc. (EBAY) Q2'26 Earnings Review
- Aug 6, 2026Driven Brands Holdings (DRVN) First Take 2Q26 EPS beat driven by higher sales and margin
- Aug 6, 2026Americas Entertainment Front Row Report Live Entertainment High Frequency Data Tracker, July 2026
- Aug 6, 2026Angi Inc
- Aug 6, 2026Expedia Group (EXPE) Q2'26 Earnings Review Strong Execution and B2B Momentum Drive Beat and Raise Quarter
- Aug 6, 2026Taiwan CCL July revenue trending much better than our bullish estimate on high end CCL players, with solid pricing uptrend
- Aug 6, 2026ZipRecruiter Inc. (ZIP) Q2'26 Earnings Review Product Led Reacceleration Drives Outperformance Despite Subdued Labor Market
- Aug 6, 2026Taiwan July Headline Inflation Inches Down to 2.5 on Falling Energy Prices
- Aug 6, 2026Japan Economic Flash Food Consumption Tax Cut Limited Impact on Real Economy, Albeit Short Term Swings
- Aug 6, 2026Duolingo Inc. (DUOL) Q2'26 Earnings Review Focus Remains on Strategic Shift While Building Future Monetization Levers
- Aug 6, 2026Germany Strong Factory Orders and Weak Manufacturing Turnover in June, with Negative Backward Revisions
- Aug 6, 2026Novo Nordisk (NOVOb.CO) Wegovy pill remains the key short term driver, but longer term LOE risk will continue to weigh
- Aug 6, 2026Block Inc. (XYZ) 2Q26 Takeaways A solid beat and raise amid high expectations
- Aug 6, 2026Vaxcyte Inc. (PCVX) Timelines for Key VAX 31 Readouts Remain on Track
- Aug 6, 2026Royalty Pharma Plc (RPRX) Steady Outperformance, Another Beat and Raise
- Aug 6, 2026Global Metals & Mining Channel Checking Iron Ore Traders
- Aug 6, 2026DoorDash Inc. (DASH) Q2'26 Review Strong Operating Performance as Company Remains Focused on Building & Investing Toward A ...
- Aug 6, 2026Brazil Softer July Manufacturing and Services PMI
- Aug 6, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Aug 6, 2026Valvoline Inc
- Aug 6, 2026The Brink's Co. (BCO) 2Q First Take Top line and bottom line beat with the full year guide reaffirmed
- Aug 6, 2026SolarEdge Technologies Inc. (SEDG) First Take 2Q26 beat, but 3Q26 guidance below expectations
- Aug 6, 2026SharkNinja, Inc
- Aug 6, 2026Global PCB CCL TAM raised by 38 18 in 2027E
- Aug 6, 2026Global Payments Inc. (GPN) First Take Relatively in line print with reduced guidance to reflect Middle East travel disruption
- Aug 6, 2026Flutter Entertainment (FLUT) 2Q26 Full year US guidance downgraded amid higher investment
- Aug 6, 2026Eli Lilly & Co. (LLY) 2Q26 Earnings First Take Another Impressive Beat and Raise
- Aug 6, 2026Western Digital Corp. (WDC) First Take Solid results and roughly in line guidance, set against elevated expectations
- Aug 6, 2026SanDisk Corp. (SNDK) First Take Very strong quarter, but guidance falls short of most bullish expectations
- Aug 6, 2026Global Markets Daily China’s Balancing Act Needs a Stronger Yuan and Stronger Demand
- Aug 6, 2026Big Oils 2Q26 wrap up Strong FCF and degearing in 2Q
- Aug 6, 2026Cushman & Wakefield Ltd. (CWK) 2Q26 First Take Top line beat and guidance raised, but Cap Markets softer
- Aug 6, 2026Circle Internet Group (CRCL) First take In line results, and higher RLDC margin guide, although driven by one time Arc toke...
- Aug 6, 2026What's Top of Mind in Macro Research Yen intervention, tech rebound but leadership rotation, US jobs report
- Aug 6, 2026Western Digital Corp. (WDC) Solid guidance falls short of high expectations given technology transition
- Aug 6, 2026Uber Technologies Inc. (UBER) Q2'26 Earnings Review Revenue Noise Shouldn’t Distract from Long Term Narratives Building in ...
- Aug 6, 2026Global Markets Daily HUF Stocktake — Energy Vol Now, Domestic Drivers Later
- Aug 6, 2026Americas Brokers & Crypto Key takeaways post earnings CRCL & GLXY
- Aug 6, 2026The 720 Global PCB CCL, Xiaomi, Anker, Coupang, Aspeed, Nittobo, Rohm, Taiyo Yuden, HSBC STAN
- Aug 6, 2026SiTime Corp. (SITM) Strong quarter driven by datacenter timing and smartphone wins, with Renesas business driving material a...
- Aug 6, 2026Hon Hai (2317)
- Aug 6, 2026Fluence Energy Inc. (FLNC) First Take Revenue miss and FY26 guidance cut disappointing, but record orders (incl. hyperscale...)
- Aug 6, 2026Capri Holdings (CPRI) F1Q27 Earnings Review Michael Kors recovery still in focus as EMEA softens
- Aug 6, 2026Uber Technologies Inc. (UBER) Q2'26 Earnings First Take
- Aug 5, 2026Gerdau (GGBR4.SA) 2Q26 Strong, 3Q26 To Be Better
- Aug 5, 2026Fidelity National Information Services (FIS) 2Q26 Takeaways Shares decline on capital markets reset
- Aug 5, 2026Europe Capital Markets Retail platforms monthly metrics July 26
- Aug 5, 2026Boise Cascade Co. (BCC) 2Q26 Earnings Recap Well Positioned to Navigate Shift in Suppliers While Maintaining Focus on Servi...
- Aug 5, 2026India Services PMI New business index at 4.5 year low even as new export orders remain strong
- Aug 5, 2026BioNTech (BNTX) COVID Driven Revenue Misses, Guidance Lowered Amidst Leadership Transition and Incremental Pipeline Updates
- Aug 5, 2026Bayer AG (BAYGn.DE) Financial performance remains strong, we still see multiple routes to upside
- Aug 5, 2026Space Exploration Technologies Corp. (SPCX) Q2'26 Review Inaugural Earnings Report Reinforces Multiple Large Addressable Ma...
- Aug 5, 2026Wayfair Inc. (W) Q2'26 Review Strong Revenue Momentum Across US & Luxury Category As Industry Share Gains Sustain
- Aug 5, 2026Neutron Holdings Inc. (LIME) Q2'26 Review Core Growth Algorithm on Display Against Continued Investments
- Aug 5, 2026Kratos (KTOS) 2Q26 First Take Solid quarter, full year guidance raised
- Aug 5, 2026EOG Resources Inc. (EOG) First Take In Line Quarter vs GS and Consensus, Focus on Outlook for Future UAE Development and Sh...
- Aug 5, 2026Advanced Micro Devices Inc
- Aug 5, 2026Wynn Macau (1128.HK) 2Q26 results in line with GSe but above market expectations. Solid post World Cup recovery and resilien...
- Aug 5, 2026UL Solutions (ULS) Mixed 2Q as the Industrial business undergoes organic growth deceleration and margin contraction
- Aug 5, 2026Trex Company Inc. (TREX) 2Q26 Recap Successful Brand Investments and Productivity Suggest Upside to 2H26 and 2027 EPS
- Aug 5, 2026Ternium (TX) 2Q26 Solid Beat
- Aug 5, 2026NRG Energy Inc
- Aug 5, 2026Suncor Energy Inc
- Aug 5, 2026Rockwell Automation Inc. (ROK) Raising estimates on improving growth outlook
- Aug 5, 2026Hong Kong PMI fell in July
- Aug 5, 2026Devon Energy Corp
- Aug 5, 2026BP Plc (BP)
- Aug 5, 2026The 720 Korea Memory & Strategy, Ibiden, MHI, HSBC, AMEC, Toyota, China Value Retailers, Asia Views, Japan FX
- Aug 5, 2026Spotify Technology S.A. (SPOT) Q2'26 Earnings Review Deliberate Investments Aimed at Future Initiatives Scaling
- Aug 5, 2026Ramaco Resources Inc
- Aug 5, 2026BrightView Holdings (BV) F3Q First Take Revenue, margin and EPS shortfall with the full year outlook reduced
- Aug 5, 2026Japan June Wages Growth Maintains High Level of Over 3
- Aug 5, 2026Trading Earnings When the News Moves Much Faster Than Before
- Aug 4, 2026Mexico Firmer Consumer Sentiment and Manufacturing Services PMIs
- Aug 4, 2026LATAM Today
- Aug 4, 2026Global Markets Analyst 10 Questions on Coordinated Yen Intervention
- Aug 4, 2026Euro Area Data Update Strong Registered Employment Growth in Spain
- Aug 4, 2026Brazil Weaker Than Expected Industrial Activity in June
- Aug 4, 2026GS Peter Callahan Tech SPOT PLTR ON TKO
- Aug 4, 2026GS Earnings Recap 8.4.26
- Aug 4, 2026GS What Matters Today HF Performance and Flows in July, Reiterate our Buy in Korea, Hatzius Argues Less Information brings More Noise, How China Policy
- Aug 4, 2026Navigating China Internet AI models Focuses on harness & model performance vs
- Aug 4, 2026Pearson (PSON.L) Downgrade to Neutral Further outperformance likely requires growth acceleration into 2027
- Aug 4, 2026Hong Kong Retail sales declined notably in June
- Aug 4, 2026Baker Hughes Co. (BKR) See Long Term Growth Driven by Diversified OFSE Exposure and Increasing IET Order Growth
- Aug 4, 2026Ukraine GDP Growth Rebounds in Q2, Below Official Projections
- Aug 4, 2026Leidos Holdings (LDOS) 2Q26 First Take Solid quarter
- Aug 4, 2026Daikin Industries (6367)
- Aug 4, 2026ExxonMobil Holdings (XOM) Modestly Raising Target and See Differentiated Asset Base Execution
- Aug 4, 2026Shoals Technologies (SHLS) First Take 2Q26 beat with in line 3Q26 guidance
- Aug 4, 2026TransDigm Group (TDG) F3Q26 First Take aftermarket acceleration, margin beat, doing deals, guidance raised
- Aug 4, 2026NRG Energy Inc. (NRG) First Take EBITDA roughly in line GS consensus, with 1.2 GW data center opportunity announced
- Aug 4, 2026Duke Energy Corp. (DUK) First Take EPS Beat vs
- Aug 4, 2026USA GS Economic Indicators Update
- Aug 4, 2026South Korea Headline Inflation Drops to 2.8 , Below Consensus
- Aug 4, 2026Sportradar Group (SRAD) Q2'26 Review Near Term Headwinds Weigh on Results & Guidance
- Aug 4, 2026Snap Inc. (SNAP) Q2'26 Review Improved Advertising Performance & Operating Margin Leverage Drove Solid Results
- Aug 3, 2026market monitor
- Aug 3, 2026Shionogi (4507)
- Aug 3, 2026GOAL Positioning Tracking the momentum led deleveraging in Tech
- Aug 3, 2026Global FX Trader Policy Pushback
- Aug 3, 2026Tracking U.S
- Aug 3, 2026Siemens Healthineers AG (SHLG)
- Aug 3, 2026ON Semiconductor Corp. (ON) First Take Upside to quarter, with solid guidance
- Aug 3, 2026Americas Transportation Railroads Weekly Rail Carload Snapshot — Week 30
- Aug 3, 2026Americas Branded Consumer Goods Apparel & Accessories July store traffic update
- Aug 3, 2026Midday Market Intelligence august
- Aug 3, 2026Japan Banks August mortgage deposit rates Online banks raise floating rates
- Aug 3, 2026Global Weekly Kickstart Markets Rise Amid Volatile Rotation
- Aug 3, 2026Americas Retail Takeaways from IR management
- Aug 3, 2026Upstart Holdings (UPST) Releases July Origination Volumes
- Aug 3, 2026Americas Payment Technology Consumer spending update July Fiserv SMB spend steps down from strong June levels
- Aug 3, 2026US Weekly Kickstart Q2 2026 mid season earnings update
- Aug 3, 2026US Daily Less Information, More Noise
- Aug 3, 2026LATAM Today
- Aug 3, 2026Kazakhstan Headline Inflation Fell to 10.3 yoy in July, in Line with Our Forecast but Below Consensus
- Aug 3, 2026Japan Economic Flash First Coordinated US Japan Intervention in 15 Years Sends a Strong Signal Against Yen Depreciation
- Aug 3, 2026Global Healthcare Pharmaceuticals The Obesity Evolution GLP 1 Prescription Trends Point to Early Tailwind from Medicare Un...
- Aug 3, 2026Taylor Wimpey (TW.L) Margin compression and downgraded shareholder returns, Maintain Sell
- Aug 3, 2026Global Healthcare Pharmaceuticals The Obesity Evolution GLP 1 Prescription Trends Point to Early Tailwind from Medicare Un...
- Aug 3, 2026Eisai (4523)
- Aug 3, 2026MUFG (8306)
- Aug 3, 2026This Week in Asia Pacific Macro 3 9 August (Audio)
- Aug 3, 2026South Korea Stronger than Expected July Exports on Further Tech Gains
- Aug 3, 2026Global Economics Analyst Assessing the Current Pace of AI Investment
- Aug 3, 2026India Manufacturing PMI declined to a five year low in July, but remains in expansion
- Aug 3, 2026Euro Area Data Update Soft Preliminary Retail Sales in Germany in June
- Aug 3, 2026GS Tail StratBook 3Aug26
- Aug 3, 2026GS Utilities Daily Engie EPS upgrades and a new data center catalyst on the horizon Veolia Environnement Update numbers...
- Aug 3, 2026Credit Volatility Report
- Aug 3, 2026The 720 APAC CL, MediaTek, Kioxia, Murata, Renesas, Wiwynn, Sony, Eternal, Fanuc, AIA, Divi’s Labs, Amazon
- Aug 1, 2026Global Healthcare Pharmaceuticals Friday Fodder Inconsistent Dynamics Through the First Week of Peak Earnings
- Aug 1, 2026Exelon Corp
- Aug 1, 2026Aozora Bank (8304)
- Aug 1, 2026American Electric Power (AEP) Weaker quarter but growth outlook still strong
- Aug 1, 2026Mortgage & Structured Products Trader Powering Up
- Aug 1, 2026Mohawk Industries Inc. (MHK) 2Q26 Recap New Product Development and Operating Acumen Help Offset Rising Inflationary Headwi...
- Aug 1, 2026PayPay Corp. (PAYP) 1Q Beat and Raise on back of GMV loan growth and margin improvement
- Aug 1, 2026Europe Energy Windfall taxes sensitivities for EUR oils following Portugal announcement
- Aug 1, 2026GS Early Morning Research Recap Ratings and Target Price Changes July 31, 2026 as of 5 30 AM ET
- Aug 1, 2026Global Healthcare Pharmaceuticals The Obesity Evolution Cost of sema production nudges down, but still likely too high for...
- Aug 1, 2026First Solar Inc
- Aug 1, 2026adidas (ADSGn.DE) Following strong, World Cup driven growth, investors remain concerned around end of cycle trends and still...
- Aug 1, 2026LATAM Week Ahead MPC Meeting Brazil ( 25bp to 14.0 ) and Mexico (Hold at 6)
- Aug 1, 2026US Weekly Kickstart Q2 2026 mid season earnings update
- Aug 1, 2026Global FX Trader Policy Pushback
- Aug 1, 2026Mexico Private Sector Credit Growth Firmed in June (Ramos)
- Aug 1, 2026Global Rates Trader Paradigm Lost
- Aug 1, 2026China Trade Dashboard 2026Q2 Higher Prices Drive Strong Import and Export Growth
- Aug 1, 2026Central Bank Policy Tracker July 2026
- Aug 1, 2026Taiwan Weekly Kickstart TAIEX closed down 1 (ex TSMC 5 ) after Friday’s 8 rebound
- Aug 1, 2026Asia Pacific Weekly Kickstart MXAPJ gained 2 , led by China HK and India
- Aug 1, 2026Weekly Fund Flows Re Acceleration of US Inflows
- Aug 1, 2026US Weekly Kickstart Q2 2026 mid season earnings update
- Aug 1, 2026Global Economics Wrap Up
- Aug 1, 2026China Weekly Kickstart Offshore China rallied 4 while A shares lost 1
- Aug 1, 2026US Daily July GSAI Heating Up
- Aug 1, 2026AI Adoption Tracker July 2026 Adoption Rises to 21.5
- Aug 1, 2026Korea Weekly Kickstart KOSPI Posts Worst Month Since the GFC Despite Record Daily Gain Fueled by The Largest Single Day Fore...
- Aug 1, 2026EM Weekly Fund Flows Monitor Foreign net selling w w
- Aug 1, 2026Pulp & Paper The Good and the Bad
- Jul 31, 2026Wiwynn (6669)
- Jul 31, 2026Japan June Production Slightly Beats Market Forecast, Rising for Third Straight Month
- Jul 31, 2026South Korea Stronger than expected Rebound in June IP
- Jul 31, 2026Japan July Tokyo CPI New Core CPI Accelerates in Line With Market Forecast on Rise in Non Durable Goods Prices
- Jul 31, 2026China Both official manufacturing and non manufacturing PMIs fell in July
- Jul 31, 2026Japan BOJ Policy On Hold at July Meeting
- Jul 31, 2026Reddit Inc
- Jul 31, 2026Amazon.com Inc
- Jul 31, 2026Asia in Focus China H2 Fiscal Outlook Reversing the Tightening
- Jul 31, 2026GS ETF Color one liners & charts
- Jul 31, 2026Veolia Environnement (VIE.PA) Update numbers post H1 results
- Jul 31, 2026UK Weekly Kickstart Data only update
- Jul 31, 2026Maxell Ltd. (6810.T) Large 1Q beat vs
- Jul 31, 2026Rightmove Plc (RMV.L) 1H26 results review A positive call after the revenue downgrade
- Jul 31, 2026India Robust corporate tax collection in June
- Jul 31, 2026Dominion Energy Inc. (D) First Take 2Q EPS Beat vs. GSe Street but CVOW timing pushed and budget raised
- Jul 31, 2026GS Vol Views July 31
- Jul 31, 2026Japan Economic Flash Likelihood of Accelerated Rate Hikes Not High
- Jul 31, 2026Kenya Headline Inflation Edged Up by 0.1pp in July, In Line With Consensus
- Jul 31, 2026Japan Focus of the Week June Wage
- Jul 31, 2026Global Markets Daily What Could Spark a Reset Higher in FX Vol
- Jul 31, 2026Technology Semiconductor Capital Equipment Semiconductors Read across from 2QCY26 Hyperscalers and Semi players results to...
- Jul 31, 2026Amazon.com Inc. (AMZN) Q2'26 Earnings First Take
- Jul 31, 2026European Daily BoE Recap—Hurdle to Hike
- Jul 31, 2026Roblox (RBLX) Q2'26 Earnings Review Continued Focus on Optimizing for the Long Term
- Jul 31, 2026CEEMEA Economics Analyst Factoring War Related Supply Shocks Into Our Russia Forecasts
- Jul 31, 2026GS Vol Views July 31
- Jul 31, 2026Meta Platforms Inc. (META) Q2'26 Review Core Business Provides Evidence of Near Term ROIC but Lack of Visibility into Long ...
- Jul 31, 2026Japan July Consumer Sentiment Improves Beyond Market Forecasts
- Jul 31, 2026Euro Area Spanish Inflation Slightly Firmer
- Jul 31, 2026Euro Area German Headline At Consensus
- Jul 31, 2026EM in Focus EM Output Gaps — Significant Room to Grow, But Mixed Picture
- Jul 31, 2026Brazil Resilient but Gradually Less Tight Labor Market
- Jul 31, 2026Euro Area Belgian Inflation Below Expectations
- Jul 31, 2026BoE—MPC Votes 6 3 to Hold, Notes Little Evidence So Far of Second Round Effects and Reiterates Guidance
- Jul 31, 2026USA Q2 GDP Below Expectations but Composition Strong
- Jul 31, 2026Ukraine NBU Surprises Consensus and Hikes 50bp
- Jul 31, 2026Turkiye Roughly Stable Reserves
- Jul 31, 2026Macro at a Glance Latest views and forecasts
- Jul 31, 2026LATAM Today
- Jul 31, 2026Global Markets Daily What Could Spark a Reset Higher in FX Vol
- Jul 31, 2026European Daily BoE Recap—Hurdle to Hike
- Jul 31, 2026China July Politburo meeting strengthens easing rhetoric and emphasizes faster implementation of planned measures
- Jul 31, 2026G10 Consumer Dashboard July 2026 Spending Growth Edges Higher
- Jul 31, 2026Euro Area German Headline At Consensus; Lowering Our Area Wide Tracking Estimates
- Jul 31, 2026Brazil Resilient but Gradually Less Tight Labor Market; Stable Participation Rate; Soft Employment and Real Wage Growth (Ramos)
- Jul 31, 2026Euro Area Belgian Inflation Below Expectations; Additional German Regional Data Stronger; Nudging Up Our Euro Area Tracking ...
- Jul 31, 2026Euro Area Spanish Inflation Slightly Firmer; German Regional Data Broadly in Line; Nudging Down Our Euro Area Core Tracking ...
- Jul 31, 2026EM in Focus EM Output Gaps — Significant Room to Grow, But Mixed Picture
- Jul 31, 2026Meta Platforms Inc. (META) Q2'26 Review Core Business Provides Evidence of Near Term ROIC but Lack of Visibility into Long ...
- Jul 31, 2026Japan July Consumer Sentiment Improves Beyond Market Forecasts; Expected Inflation Gradually Decelerates
- Jul 31, 2026CEEMEA Week Ahead CNB To Hold
- Jul 31, 2026Lottomatica Group (LTMC)
- Jul 31, 2026Goldman Sachs Prime Insights Analytics At the Half Webinar Slide Pack
- Jul 30, 2026CBRE Group (CBRE) 2Q26 First Take Strength Across Platform Leads to Raised Guidance
- Jul 30, 2026Lithia Motors Inc
- Jul 30, 2026ANA Holdings (9202)
- Jul 30, 2026US Daily FOMC Recap No Hike and No Guidance
- Jul 30, 2026Meta Platforms Inc. (META) Q2'26 Review Core Business Provides Evidence of Near Term ROIC but Lack of Visibility into Long ...
- Jul 30, 2026MediaAlpha Inc. (MAX) Q2'26 Earnings Review P&C Momentum Supports Broadening Carrier Demand
- Jul 30, 2026Japan July Consumer Sentiment Improves Beyond Market Forecasts
- Jul 30, 2026G10 Inflation Monitor Core Inflation Surprises to the Downside Outside of the UK
- Jul 30, 2026Fiverr International Ltd
- Jul 30, 2026USA FOMC Leaves Fed Funds Rate Unchanged
- Jul 30, 2026US Daily Lowering Our Q2 GDP Growth Forecast
- Jul 30, 2026Qualcomm Inc. (QCOM) First Take In line quarter with weak margin guidance, driven by smartphone downside
- Jul 30, 2026Mirion Technologies Inc. (MIR) 2H growth to accelerate, maintaining estimates
- Jul 30, 2026Lam Research Corp. (LRCX) First Take In line quarter, with very strong guidance
- Jul 30, 2026Meta Platforms Inc. (META) Q2 '26 Earnings First Take
- Jul 30, 2026ARM Holdings (ARM) First Take Results and guidance above the Street
- Jul 30, 2026General Dynamics Corp. (GD) 2Q26 First Take Solid quarter
- Jul 29, 2026BXP Inc. (BXP) 2Q26 First Take Occupancy and leasing spreads rise, FY guidance raised, positive SS NOI growth
- Jul 29, 2026Textron Inc
- Jul 29, 2026China Grid Tech Power Transformer Export Tracker June China transformer total exports at 47 yoy, with exports to US at +17...
- Jul 29, 2026BASF SE (BASFn.DE) 2Q26 full release highlights structural transformation, focus on cash returns deleveraging, and rising pr...
- Jul 29, 2026S&P Global Inc. (SPGI) Strong 2Q with Ratings and Indices offset by ongoing MI and Energy uncertainty
- Jul 29, 2026EM Macro Navigator Energy Price Rebound Risks Reviving EM Inflation Concerns
- Jul 29, 2026Swissquote Group (SQN)
- Jul 29, 2026RWE (RWEG.DE) RWE beats and raises 2026 27 guidance
- Jul 29, 2026Boeing Co
- Jul 29, 2026Americas Energy Oil Modestly Raising SU and CNQ Targets
- Jul 29, 2026Seagate Technology (STX) Continued pricing momentum and HAMR ramp should bolster confidence in earnings power and capital re...
- Jul 29, 2026Philips (PHG)
- Jul 29, 2026KLA Corp. (KLAC) Solid quarter and guidance against accelerating industry trends, but mix continues to lag peers
- Jul 29, 2026Visa Inc. (V) Key Takeaways Solid top line beat and raise with solid momentum into 2027
- Jul 29, 2026Omnicom (OMC) 2Q26 Core revenues slightly below due to prior year restatement while organic growth improved
- Jul 29, 2026Enphase Energy Inc
- Jul 29, 2026United Parcel Service Inc
- Jul 29, 2026Seagate Technology (STX) First Take Strong quarter with significant upside to guidance relative to elevated expectations
- Jul 29, 2026Chile MPC Keeps Policy Rate at 4.5 and Returns to More Cautious Guidance Amid Renewed Uncertainty
- Jul 29, 2026Americas Energy Oil & Gas E&P Balancing Near Term Gas Macro Softness with Robust Long Term Demand Potential
- Jul 29, 2026NXP Semiconductors NV (NXPI) First Take In line quarter and guidance, relative to more bullish peer results
- Jul 29, 2026Mirion Technologies Inc. (MIR) 2Q26 First Take 2Q inline, 2026 guide maintained, order strength persists
- Jul 29, 2026Liberty Energy Inc. (LBRT) Management Meeting Takeaways See Potential for 500 MWs of ESAs by Year End, With Raised Capex G...
- Jul 29, 2026KLA Corp. (KLAC) First Take Modest upside to quarter and guidance relative to elevated expectations
- Jul 28, 2026US Economics Analyst July FOMC Preview Better Inflation Data, Worse Geopolitical News
- Jul 28, 2026Brazil Lower Than Expected Jul IPCA 15
- Jul 28, 2026Brazil Low Current Account Deficit in Jun
- Jul 28, 2026Asia Pacific Portfolio Strategy Asian equity market daily update
- Jul 28, 2026LATAM Today
- Jul 28, 2026Global Markets Daily Hyperscaler Credit vs. Equity More Issuance, a Higher Beta, and a Different Focus on Cash Flow
- Jul 28, 2026Euro Area Data Update A Further Easing in Price Related Surveys
- Jul 28, 2026Genesis Minerals Ltd. (GMD)
- Jul 28, 2026MinebeaMitsumi Inc. (6479)
- Jul 28, 2026Iluka Resources (ILU)
- Jul 28, 2026GS Early Morning Research Recap Ratings and Target Price Changes July 28, 2026 as of 5 30 AM ET
- Jul 28, 2026USA Core Durable Goods Orders Increase Roughly in Line with Expectations
- Jul 28, 2026US Consumer Dashboard July 2026 Resilient Spending, Weak Cashflow
- Jul 28, 2026USA GS Economic Indicators Update
- Jul 28, 2026UDR Inc. (UDR) 2Q26 First Take FFO beats, but blends miss slightly
- Jul 28, 2026The Brink's Co. (BCO) Updating estimates to reflect Malaysia business deconsolidation
- Jul 28, 2026NextEra Energy Inc. (NEE) Updating estimates for 2Q results with focus on data center growth, regulatory items
- Jul 28, 2026Credit Notes Expectations for Hyperscaler Debt Issuance A Top Down Approach
- Jul 28, 2026Americas Transportation Railroads Weekly Rail Carload Snapshot — Week 29
- Jul 28, 2026SLB (SLB) Remain Constructive Given Leverage to International Activity Resumptions and Idiosyncratic Opportunities, Contribu...
- Jul 28, 2026Brixmor Property Group (BRX) 2Q26 First Take Vacancy up in 2Q as indicated, FFO guide up to consensus, '27 tailwinds from S...
- Jul 28, 2026Amkor Technology Inc. (AMKR) Solid guidance with significant margin uplift driven by improving mix and 2.5D packaging ramp
- Jul 27, 2026Inside the Model Focus on Autos & Industrial Tech
- Jul 27, 2026Japan Machinery Semiconductor utility sector Updating GSe, maintain bullish stance on the subsector
- Jul 27, 2026US Tariff Impact Tracker Imports into LA Mixed Over Next Two Weeks on a YOY Basis
- Jul 27, 2026China Industrial Tech 2Q26 Robot Automation Landscape Analyzer How are market shares shifting
- Jul 27, 2026Target Corp. (TGT) Channel check takeaways, HundredX update, and traffic trends
- Jul 27, 2026Europe Multi Industry China Trade Tracker and what it foretells for European Capital Goods
- Jul 27, 2026Dick's Sporting Goods (DKS) Promotional activity at Foot Locker and observations from latest Fast Break location visit
- Jul 27, 2026US Economics Analyst July FOMC Preview Better Inflation Data, Worse Geopolitical News
- Jul 27, 2026Natural Gas Comment Risks to TTF Remain Skewed to The Upside in The Near Term
- Jul 27, 2026Lineage Inc. (LINE) USDA check in for June '26 Encouraging June inventory trends across all and public warehouses.
- Jul 27, 2026GEA Group (G1AG.DE) Updating estimates post 2Q pre release
- Jul 27, 2026CEEMEA in Focus Trip Notes from Kenya — Stronger BoP and Shilling Support
- Jul 27, 2026Argenx SE (ARGX.BR) To acquire Forte Biosciences
- Jul 27, 2026Japan Portfolio Strategy Trigger warnings Lessons from the July August 2024 sell off
- Jul 26, 2026Otsuka HD (4578)
- Jul 26, 2026Kawasaki Kisen Kaisha Ltd. (9107)
- Jul 26, 2026US Week Ahead July 27 August 2
- Jul 26, 2026US Economics Analyst July FOMC Preview Better Inflation Data, Worse Geopolitical News
- Jul 26, 2026Global Economics Comment More Chinese Exports, Fewer Chinese Imports, Lower Global Inflation
- Jul 26, 2026China Three things in China
- Jul 25, 2026EM Asia FX Rates Views Asian tech related currencies outperform
- Jul 25, 2026Fed Chatterbox July Edition
- Jul 25, 2026China Dairy Modern Dairy positive profit alert plus controlling stake on Shengmu
- Jul 24, 2026C.H. Robinson Worldwide Inc. (CHRW) Adverse Court Ruling Highlights Potential Broker Liability Risks
- Jul 24, 2026Akzo Nobel (AKZO.AS) Notes from the Road Constructive outlook commentary follows up solid 2Q26 delivery
- Jul 24, 2026Japan Banks Regional bank reorganization Iyogin HD and Ehime Bank announce basic agreement on management integration
- Jul 24, 2026Carrefour (CARR)
- Jul 24, 2026Taiwan Weekly Kickstart TAIEX rebounded 2 , led by a recovery in Tech, despite a Friday pullback amid escalating US Iran ten...
- Jul 24, 2026Americas Energy Oil US Majors Screen for Attractive Valuation and Free Cash Flow Growth
- Jul 24, 2026Pulp & Paper How Long Does a Bear Cycle Last
- Jul 24, 2026Friday Fodder Diving into 2Q26 Earnings Setups
- Jul 24, 2026Americas Building Homebuilders A Heat Map for Housing Permits Move Closer to a Trough as Signs of Stabilization Emerge
- Jul 24, 2026Americas Banks Regional Key Takeaways from AXP and FHB earnings
- Jul 24, 2026USA White House Announces New Tariffs With Little Change to the US Effective Tariff Rate
- Jul 24, 2026SLB (SLB) 2Q26 First Take EBITDA Beat on Stronger Revenue and Margins vs GS
- Jul 24, 2026Mining Equipment KSB webcast takeaways
- Jul 24, 2026Dover Corp. (DOV) 2Q largely in line, orders encouraging, buy the dip
- Jul 24, 2026American Express Co
- Jul 24, 2026SBI Life (SBIL)
- Jul 24, 2026NextEra Energy Inc. (NEE) First Take Beat versus GS consensus, still robust 3.6 GW backlog additions
- Jul 24, 2026First Hawaiian Inc
- Jul 24, 2026Americas Healthcare REITs 2Q26 Preview Life Science funding greenshoots, leasing remains subdued
- Jul 24, 2026China Weekly Kickstart Markets rebounded 1 3 supported by National Team buying
- Jul 24, 2026Embraer (EMBJ) OGMA site visit takeaways
- Jul 24, 2026China Memory Expert call takeaways Capacity, Product, Price
- Jul 24, 2026Honeywell International Inc. (HON) Beat and raise, 2H growth to accelerate
- Jul 24, 2026Evolution Gaming Group (EVOG)
- Jul 24, 2026Canadian National Railway Co. (CNR)
- Jul 24, 2026LATAM Views Steady Winds, Uneven Sails (Ramos)
- Jul 24, 2026FX Comment US Treasury FX Report No “Currency Manipulators” and a More Constructive Tone
- Jul 24, 2026Euro Area Data Update Further Improvement in Area Wide Surveys
- Jul 24, 2026Europe Weekly Kickstart 1H 2Q26 Earnings Tracker Early Beats Remain Concentrated
- Jul 24, 2026USA S&P PMIs Mixed as Services Increase but Manufacturing Edges Down
- Jul 24, 2026Russia Bank of Russia surprises with a 25bps cut despite raising its inflation forecast
- Jul 24, 2026CEEMEA in Focus Trip Notes from Kenya — Stronger BoP and Shilling Support
- Jul 24, 2026Global PMI Monitor Elevated Manufacturing Suppliers' Delivery Times
- Jul 24, 2026EM Weekly Fund Flows Monitor Foreign selling continues, driven by Taiwan w w
- Jul 24, 2026Euro Area July Inflation Preview
- Jul 24, 2026Weekly Fund Flows Japan Flows in Focus
- Jul 24, 2026US Weekly Kickstart The 2026 midterms and US equities
- Jul 24, 2026US EQUITIES COLOR ON THE WEEK
- Jul 24, 2026US Daily What the Rebound in Oil Prices Means for Upcoming Inflation Prints
- Jul 24, 2026LATAM Today
- Jul 24, 2026Korea Weekly Kickstart KOSPI declined by 2 despite foreign inflows and Alphabet's AI capex boost
- Jul 24, 2026Global Rates Trader Priced For Surprise
- Jul 24, 2026Global FX Trader Carry, With Energy
- Jul 24, 2026Global Economics Wrap Up
- Jul 24, 2026European Views Economic Resilience vs Energy Risks
- Jul 24, 2026European Economics Analyst BoE Preview—More Time to Assess
- Jul 24, 2026Euro Area Q2 GDP Preview Better Than Feared
- Jul 24, 2026EM Weekly Kickstart MSCI EM closed 1 higher in a volatile week
- Jul 24, 2026CEEMEA Week Ahead NBU to Hike by 50bp
- Jul 24, 2026Asia Pacific Weekly Kickstart MXAPJ closed up 0.5 in a volatile week, as Greater China rebounded on moderating foreign outf...
- Jul 24, 2026AEJ Week Ahead China PMI, Korea IP, and GDP for Hong Kong and Taiwan
- Jul 24, 2026Turkiye US$6bn Rise in TCMB Reserves
- Jul 24, 2026Europe July Flash PMIs Firming Activity and Moderating Price Pressures
- Jul 24, 2026GS China Econ Proprietary Indicators July
- Jul 24, 2026Mexico Higher Than Expected Unemployment Rate
- Jul 24, 2026What's Top of Mind in Macro Research Further Middle East escalation, AI volatility, IPO and debt surge
- Jul 24, 2026Japan June National CPI New Core CPI Decelerates Slightly, Below Market Forecast, on Slowdown in Food Prices
- Jul 24, 2026Japan Focus of the Week BOJ Meeting, July Tokyo CPI, June Industrial Production
- Jul 24, 2026Australia & NZ Weekly Economic Preview Review Week commencing
- Jul 24, 2026JPM JPM International Ma
- Jul 24, 2026China Economic Activity and Policy Tracker July 24
- Jul 24, 2026Carrefour (CARR)
- Jul 24, 2026South Africa SARB Keeps Policy Rate on Hold, Against Consensus
- Jul 24, 2026China Staples Value Retailers Market concerns overdone
- Jul 24, 2026China 2026 Outlook Exploring New Growth Engines
- Jul 24, 2026GS Utilities Daily Enel Q2 26 operating data output up c.4 on strong thermal & nuclear Belgium approves revised offshor...
- Jul 24, 2026Americas Business & Information Services What's Powering Your Services Recap 7 24 26
- Jul 24, 2026Allianz SE (ALVG.DE) Announced acquisition of HSBC Life Singapore and 15 year distribution agreement
- Jul 24, 2026Tractor Supply Co. (TSCO) Pet category showing early signs of stabilization but management withdraws long term guidance
- Jul 24, 2026Sanofi (SASY.PA) Amlitelimab discontinued in AD, despite positive ESTURY data first move under the new CEO
- Jul 24, 2026Japan Aerospace & Defense RTX 2Q results read across GTF aftermarket strong
- Jul 24, 2026Intel Corp. (INTC) Strong quarter across the board, with margin upside and positive process technology commentary
- Jul 24, 2026India Energy HPCL BPCL Tough 1Q
- Jul 24, 2026Fibra Prologis (FIBRAPL14.MX) 2Q26 Earnings First Take A Soft Quarter, with Key Fundamentals Slowdown
- Jul 24, 2026Wise Group (WSE) US OCC denies Wise trust bank charter application
- Jul 24, 2026The 720 KBFG & Shinhan, India Auto Parts II, China Value Retailers, Baycurrent, Samsung Biologics, Indigo, DISCO, Global Mar...
- Jul 24, 2026Ovintiv Inc. (OVV) First Take Strong FCF Beat in Elevated Liquids Pricing Environment, Focus on Management's Outlook on Ret...
- Jul 24, 2026Robert Half International Inc. (RHI) Mixed 2Q Results with widening Protiviti pressures tempering the Talent Solutions recovery
- Jul 24, 2026Pool Corp. (POOL) 2Q26 Recap Near Term Margin Headwinds Offset by Revenues with Execution Suggesting Upside to Estimates
- Jul 24, 2026Deckers Outdoor Corp. (DECK) F1Q27 Earnings Review 1Q beat and guidance raise balanced by weaker 2Q outlook
- Jul 24, 2026Neste OYJ (NESTE.HE) 2Q26 In line results, RES sales margin beat
- Jul 24, 2026Japan Electronic Components Semiconductors Pre earnings setup and company specific points Spotlight on Ibiden, Murata, Taiy...
- Jul 24, 2026Loomis AB (LOOMIS.ST) 2Q'26 first take Organic growth of c.7 , EBITA c.7 ahead of cons. helped by topline and margins
- Jul 24, 2026SAP (SAPG)
- Jul 24, 2026Phillips Edison & Co. (PECO) 2Q26 First Take Slight beat and raise for all the right reasons (SS NOI, acquisitions) & some ...
- Jul 24, 2026PG&E Corp
- Jul 24, 2026GS EUROPEAN EXPRESS SAP DSV Farnborough Airshow Building Mats Repsol Macro Global Corporate Access
- Jul 24, 2026Global Markets Daily Tracking Rising Equity Allocations for Asset Owners
- Jul 24, 2026European Equities Week Ahead Jul 27 Jul 31
- Jul 24, 2026Alcon Inc. (ALCC)
- Jul 24, 2026Ryder System Inc
- Jul 24, 2026Norfolk Southern Corp
- Jul 24, 2026Deutsche Boerse AG (DB1Gn.DE) Updating estimates post 2Q results
- Jul 24, 2026South Africa SARB Keeps Policy Rate on Hold, Against Consensus
- Jul 24, 2026flatexDEGIRO SE (FTKn.DE) Post 2Q26 Review Strong print evidencing commercial momentum and operating leverage, Buy
- Jul 24, 2026European Daily ECB Recap—Back to the Baseline
- Jul 24, 2026Carrefour (CARR)
- Jul 24, 2026Union Pacific Corp
- Jul 24, 2026Repsol (REP)
- Jul 24, 2026Global Credit Trader Defaults Tracking the Persistent 'Left Tail'
Institutional desk · 532
- Oct 15, 2026GS Novak GS U.S. Industrials & Materials tough EPS start
- Oct 15, 2026GS Johnstone GS TMT SPEC SALES Hot CPI and credit concerns; TSMC solid; VAT beats; Ericsson beats; Havas beats; Eutelsat up
- Oct 15, 2026BNZ Markets Today
- Oct 15, 20264Q 2026 Equity Market Outlook Final for Posting 10 12 26
- Oct 14, 2026GS Kaplan A few observations from today
- Oct 14, 2026GS Milhous Mark to Market for Wednesday
- Oct 14, 2026GS Vol Views
- Oct 14, 2026GS Hafif GS Flow of Funds Witching Hour
- Oct 14, 2026GS MidDay Color US Equities Mid Day Color
- Oct 14, 2026GS Soria Higher Rates = Bid for Quality
- Oct 14, 2026GS Soria Higher Rates = Bid for Quality
- Oct 14, 2026GS Jee GS KOREA FINAL EXTENDS LOSSES
- Oct 14, 2026GS Abbas GS US Daily Download
- Oct 14, 2026GS Novak GS U.S. Industrials & Materials CPI HVAC changes pickup analysis
- Oct 14, 2026GS Armbrust What Matters Today HF Exposure to Mag 7 at the Highs Large Bank Earnings ASML and Anthropic Today US Equity Positioning is a Tailwind HF Performance in September
- Oct 14, 2026GS Bartlett GS TMT TODAY 10.14.26
- Oct 14, 2026GS Privorotsky GS Basics Rates Calm. Cost of Capital. TTF new Highs
- Oct 14, 2026GS Blekos Marketcolour + ASML BCP BNP RIO
- Oct 14, 2026GS Blekos CPI Preview AI & Inflation BCP (up) BNP Industrials Barometers LSE CTP US Digital Ads Preview
- Oct 14, 2026GS Crook GS MORNING 1 FX Trader Call Today, 2 September CPI Preview, 3 Hybrids Stretched Equity Rates Correlation, 4 5 Key Charts and 5 GS Energy Webcast
- Oct 14, 2026GS McGeoch GS Materials Oct 14...GLEN's Aussie win, RIO inline (portfolio unpack...hmmm), AAL diamonds, Orsted 's US headache, Copper into LME as Escondida drags
- Oct 14, 2026GS Johnstone GS TMT SPEC SALES ASML beats & looking to build more; Semis AI sentiment is poor; VOD appeals to Brussels against Satellites; BT
- Oct 14, 2026GS Xholi USD Swaps Trade Idea Receive 10y10y rate the term premium leg has run ahead of fundamentals
- Oct 14, 2026GS Mello GS BRAZIL POSITIONING The Week After
- Oct 14, 2026Goldman Sachs Prime Services Hedge Fund Performance Report September 2026
- Oct 14, 2026WMM 13 Oct 2026 Pricing fiscal risk
- Oct 14, 2026Equity outlook parallel worlds
- Oct 12, 2026TDAGeneric US
- Oct 12, 2026Utilities Outlook US 9.30.26
- Oct 12, 2026WilliamBlair Economics Weekly
- Oct 10, 2026Jefferies Wood GREED and fear Election rout pending and credit tremors
- Oct 10, 2026Q4 2026 Corporate Bond Market Outlook
- Oct 10, 2026Allocaton views risk on rates up
- Oct 10, 2026IGP 2026 whitepaper the state of the hedge fund industry UK
- Oct 10, 2026TDAGeneric NAM
- Oct 10, 20261008 perspectives special edition AI
- Oct 10, 2026UBP House View
- Oct 9, 2026IT V54 v20 hires
- Oct 9, 2026Ecofin ready to bounce october 2026
- Sep 24, 2026Daily ShortActivity22Sept2026 US CLEARED
- Sep 24, 2026GS Equities Color US EQUITIES COLOR INCREASING RATES PRESSURE
- Sep 24, 2026Barings real estate summit 22 2026
- Sep 24, 2026GS Prime Insights The Efficient Frontier The Evolution of the SMA Landscape
- Sep 23, 2026GS Duttenhoefer BEST of DAY 3 at our German Corp Conference in Munich
- Sep 23, 2026GS Feiler GS Consumer Top Stocks & Trading Themes in Focus
- Sep 23, 2026GS Garrett gs chart of the day negative beta
- Sep 23, 2026GS Quinn Energy Futures WTI Oil Washout
- Sep 23, 2026GS Armbrust What Matters Today Anthropic Releases a New Frontier Model The Second Order Effects of Muse China Oil Imports are Expected to Remain Low
- Sep 23, 2026GS Bartlett GS TMT TODAY 9.23.26
- Sep 23, 2026GS Privorotsky GS Basics Agentic Proliferation Oil's Fragile Calm Extreme Flattening
- Sep 23, 2026GS Novak GS U.S. Industrials & Materials moving pieces
- Sep 23, 2026GS Duttenhoefer BEST of DAY 2 at our German Corp Conference in Munich
- Sep 23, 2026GS Fishman Cross Border M&A Flow Update
- Sep 22, 2026GERMANY: MERZ IN TROUBLE AFTER STATE ELECTION DISASTER
- Sep 22, 2026insights india
- Sep 22, 2026WBC MorningReport22Sep2026
- Sep 22, 2026GS Equities Color US EQUITIES COLOR CONSUMER INERTIA
- Sep 22, 2026GS Lee GS Crypto Weekly Recap CLARITY Again
- Sep 22, 2026GS MidDay Color US Equities Mid Day Color
- Sep 22, 2026GS DeGrasse What's happening TODAY in Financials ..
- Sep 22, 2026GS Crook GS MORNING NBH Preview US Inflation Path US Equities Update Brandon Brown Views and KRW Update
- Sep 22, 2026GS Quinn MSCI EM Futures Widespread Selling in Mid September
- Sep 22, 2026GS Garber GS Global Equities Call
- Sep 22, 2026GS Wijaya GS SECTOR SPECIALISTS Energy, Natural Resources and Utilities Monday Thoughts
- Sep 22, 2026GS Duttenhoefer BEST of DAY 1 at our German Corp Conference in Munich
- Sep 22, 2026GS Privorotsky GS Basics Inference Economy Real Rates Corn Beans
- Sep 22, 2026GS Biswas Credit MarketStrats In Spotlight iTraxx S46 index tranches TRADING
- Sep 22, 2026GS Jee GS KOREA FINAL LATE SESSION RETREAT
- Sep 22, 2026GS Johnstone GS TMT SPEC SALES Muse mania and readacross debate IFX Springer Sunrise
- Sep 22, 2026GS Banovic GS Credit What You Need to Know
- Sep 22, 2026GS Saboureault Positioning Mondays Week 38 21Sep2026
- Sep 22, 2026GS Stankard Eq Positioning and Key Levels 21Sep2026
- Sep 22, 2026Dispersion of returns in private markets 2026
- Sep 22, 2026Monday Kick off
- Sep 22, 2026LloydsBankMarketInsights FX Technicals
- Sep 22, 2026weekly 21sep26
- Sep 22, 2026Amundi ETF weekly pulse Europe equities
- Sep 22, 2026Macro Volatility Digest Sep21
- Sep 22, 2026GS Equities Color US EQUITIES COLOR SEEING GREEN
- Sep 22, 2026Gms midterms 2026 insights
- Sep 22, 2026The utility divide in the data center led power infrastructure buildout VP735
- Sep 21, 2026GS MidDay Color US Equities Mid Day Color
- Sep 21, 2026Macquarie Korea Nuclear
- Sep 21, 2026BofA Quant View of Global Themes AI Intact
- Sep 21, 2026Wolfe Research The Wolfe Power Trip
- Sep 21, 2026GS Armbrust What Matters Today HF Pain Continues Muse 21Sep2026
- Sep 21, 2026GS Callahan US TMT weekly + charts 21Sep2026
- Sep 21, 2026GS Ranganath Share Repurchase Weekly Recap 21Sep2026
- Sep 21, 2026Weekly US Earnings Estimates 21st 25th September 2026
- Sep 21, 2026Weekly Economic Calendar 21st 25th September 2026 2
- Sep 21, 2026Week in Focus 21 25th September 2026 Highlights include Xi s visit to the US Global Flash PMIs Aussie jobs and the SNB rate decision
- Sep 21, 2026GS Privorotsky GS Basics Muse & CPUs Europe Breadth Impaired
- Sep 21, 2026GS Johnstone GS TMT SPEC SALES AI & Semis Security debate Classified names make a comeback Consumer Agents ACN & Anthropic
- Sep 21, 2026GS Crook GS MORNING GCEM Symposium Key Quotes Trump Xi Summit Preview NBH Views Global FX Trader Dollar Drift and Week Ahead
- Sep 21, 2026GS Fishman HUF thoughts into a critical MNB meeting
- Sep 21, 2026GS Biswas GS Credit MarketStrats Ingredients (mostly technical) for a near term rally are shaping up
- Sep 21, 2026GS Abbas GS US Daily Download
- Sep 21, 2026Bear Traps Report Turning Point Final New III
- Sep 21, 2026GS Garrett weekend prep
- Sep 21, 2026GS Pasquariello markets macro
- Sep 21, 2026GS Coppersmith US EQUITIES tougher internals
- Sep 21, 2026GS Shelofsky IG Credit Week in Review
- Sep 20, 2026GS Quek Weekend Thoughts Chinas Go Global Indias AI Enablers
- Sep 20, 2026GS Pasquariello markets macro
- Sep 20, 2026GS Crook Thoughts from the Floor Connecting You to GS
- Sep 20, 2026Ii macro brief AI in europe part two comparing capex and strategy
- Sep 20, 2026Ii why market structure rewards active management in local currency emd
- Sep 20, 2026Economic commentary for
- Sep 20, 2026MC FED 09 26
- Sep 19, 2026GS Miller Global Reflections AI trade recouped Monday losses
- Sep 19, 2026GS Coppola US Rates The Week That Was The Week That Will Be
- Sep 19, 2026Narrowing breadth warning signal or healthy rotation
- Sep 19, 2026Inflection Points September 2026 US Final
- Sep 19, 2026Ii macro brief AI in europe part two comparing capex and strategy
- Sep 19, 2026Advisory Solutions Monthly Update Non Model September 2026
- Sep 18, 2026US Equities Weekly Rundown 9 18 26
- Sep 18, 2026Prime Services Weekly Report 9.18.26
- Sep 18, 2026GS Simonet US Long Only Corridor
- Sep 18, 2026GS Rates MarketStrats G4 govt bonds weekly supply
- Sep 18, 2026GS Wilson weekly mash mild reaction after AI regulation hysteria
- Sep 18, 2026GS Nathan EU Macro Credit what weve been active in
- Sep 18, 2026GS Mid Day Color US Equities
- Sep 18, 2026GS Kaplan Week Ahead SP implied move 1.29pct
- Sep 18, 2026GS Marson What Matters Today Over earning not bubble 18Sep2026
- Sep 18, 2026GS Crook GS MORNING BoJ Review Gold Update CEE FX Thoughts GS Webcast Replay
- Sep 18, 2026GS Novak GS U.S. Industrials Materials Fed LEN GNRC
- Sep 18, 2026GS Biswas GS Credit MarketStrats iTraxx S45 46 Roll Refresh of Expected NAV changes Indices positioning
- Sep 18, 2026GS Blekos Marketcolour Equity Strategy CTA Transport Chartpack Renk Up
- Sep 18, 2026GS Abbas GS US Daily Download
- Sep 18, 2026GS Privorotsky GS Basics Bear Sentiment Spike Trump Xi AI Returns
- Sep 18, 2026GS Johnstone GS TMT SPEC SALES US Telcos hit on AI spindown risk semicap shortages Adyen and Agentic TEF Zegona Meta
- Sep 18, 2026GS Mourad post Fed what's working what's not working
- Sep 18, 2026GS Equities Color US EQUITIES COLOR RELIEF RALLY
- Sep 18, 2026VON32627381
- Sep 18, 2026GDLS 16.09.2026 EN
- Sep 18, 2026Lloyds Market Insights FX Factors 170926 USD
- Sep 17, 2026FX Weekly New Macro View New FX Outlook
- Sep 17, 2026GS Ratra Hedge Funds Crowding Monitor US
- Sep 17, 2026GS Hafif Flow of Funds Flash Update
- Sep 17, 2026Daily ShortActivity16Sept2026 US CLEARED
- Sep 17, 2026GS MidDay Color US Equities Mid Day Color
- Sep 17, 2026GS Quinn Energy Futures Brent (Oil) Buying Backtracks
- Sep 17, 2026GS Johnstone GS TMT SPEC SALES EU Communacopia Day 2 wrap Nebius raises GPU prices Allegro OnSemi CMD PUB raise Ai Security
- Sep 17, 2026GS Novak GS U.S. Industrials Materials price cost TSLA FTAI DHI
- Sep 17, 2026GS Crook GS MORNING FOMC Recap BoE Preview BoJ Preview Daan Struyven Latest Views GCEM Symposium Replay
- Sep 17, 2026GS Blekos Marketcolour FOMC Sunbelt Up HF Colour
- Sep 17, 2026GS Abbas GS US Daily Download
- Sep 17, 2026Prime Insights and Analytics Chart Pack September 2026 Marquee
- Sep 17, 2026GS Stankard GS Vol Views
- Sep 17, 2026GS Equities Color US EQUITIES COLOR HIKE
- Sep 17, 2026In Credit 14 09 2026
- Sep 17, 2026Equity Beat September 2026
- Sep 17, 2026Why the uk is a great destination for infrastructure investment and why now. dalmore infrstructure series
- Sep 17, 2026Smb acquiring the platform takeover
- Sep 16, 2026GS Abbas GS US Daily Download
- Sep 16, 2026GS Privorotsky GS Basics China Events Fed Priced Reductionist Rate View
- Sep 16, 2026GS Blekos Marketcolour FOMC Consumer Snippets Saint Gobain CVC Trucks
- Sep 16, 2026GS Johnstone GS TMT SPEC SALES EU Communacopia day 1 wrap Salesforce ramps on Nvidias open weight Nemotron AI trade stabilises
- Sep 16, 2026GS Molavi Ruminations Macro Micro Markets
- Sep 16, 2026GS FOMC View The September FOMC Goldmans Take from Traders and Research
- Sep 16, 2026GS FOMC View The September FOMC Goldmans Take from Traders and Research
- Sep 15, 2026Geu 54 september
- Sep 15, 2026GS Equities Color US EQUITIES COLOR COUNTDOWN TO FOMC
- Sep 15, 2026GS Callahan US TMT quick hits
- Sep 15, 2026GS Ratra What is crowded in US Equities
- Sep 15, 2026GS Feiler Consumer Day 2 Quick takes
- Sep 15, 2026GS Quinn Nasdaq Futures Also At Risk
- Sep 15, 2026GS Duttenhoefer Duttenhoefers Daily
- Sep 15, 2026GS Abbas GS US Daily Download
- Sep 15, 2026GS Privorotsky GS Basics De Risking Solve Energy to Solve Rates Oil Inventories
- Sep 15, 2026GS Soria Chart of the Day Momentum Make Up Is Changing
- Sep 15, 2026GS Equities Color US EQUITIES COLOR ROTATION
- Sep 15, 2026BNZMO
- Sep 12, 20269.9.2026 From Ellen Hazen AI Spending Resilient Growth and Rising Rates
- Sep 12, 2026Mim investment strategy insights higher bond yields limited stress
- Sep 9, 2026GS Vol Views
- Sep 9, 2026GS Esposito GS Tech Communacopia Conference Best of Day 1
- Sep 9, 2026GS Lee GS Crypto Weekly Recap Macro Heavy
- Sep 9, 2026GS Puzio USDCNH Calls GS Trading Praneet Shah
- Sep 9, 2026GS Armbrust What Matters Today Communacopia Day 1 Recap and Agenda Today Bessent on the Yen The next phase of capital markets growth the AI infra impact CPI Preview
- Sep 9, 2026GS McGeoch Materials Sept 9 Navel gazing
- Sep 9, 2026GS Johnstone TMT Spec Sales Communacopia Technology Conference Day 1 wrap
- Sep 9, 2026GS Privorotsky Basics Navier Stokes Breakthrough Bessents Yen Warning Treasury Buybacks
- Sep 9, 2026GS Crook GS MORNING 1 FX Trader Call, 2 Praneet Shah on $JPY, 3 View on Treasury Buyback Announcement Today, 4 Central Bank Forecast Changes and 5 China Macro Survey
- Sep 9, 2026GS Duttenhoefer Duttenhoefers Daily
- Sep 9, 2026GS Blekos Marketcolour + Neurodiversity Communacopia Inditex Astra Axa Pennon
- Sep 9, 2026GS Callahan GS US TMT Day 1 GS Communacopia Technology Conference preview
- Sep 9, 2026GS Shah USDJPY Update
- Sep 9, 2026GS Shah USDJPY Update
- Sep 9, 2026GS Callahan GS US TMT Day 1 GS Communacopia Technology Conference preview
- Sep 9, 2026Hawks Doves Federal Reserve September 2026 3
- Sep 9, 2026SEK Covered Monthly August 2026
- Sep 9, 2026wep
- Sep 8, 2026GS Callahan GS US TMT Day 1 GS Communacopia Technology Conference preview
- Sep 8, 2026GS Duttenhoefer Charts at Goldman Sachs
- Sep 8, 2026GS Fishman Japanese Portfolio Reallocation Still Mostly Speculation
- Sep 8, 2026GS Sharkey TMT Conference Essentials
- Sep 8, 2026GS Kaplan Back to School Checklist
- Sep 8, 2026GS Ranganath Share Repurchase Weekly Recap
- Sep 8, 2026Hawks Doves Federal Reserve September 2026 3
- Sep 8, 2026Maxim Group Announcement of a Multi Billion Multi Year Cloud Infrastructure Deal Potentially Transformative – Reiterate Buy 22 PT
- Sep 8, 2026GS Privorotsky Basics Back to School. LME Copper Break Out. Super El Nino
- Sep 8, 2026GS Crook GS MORNING 1 JPY Spot Colour, 2 GPIF Q&A, 3 Japan Trade Idea, 4 New Oil Forecasts and 5 Hungary CPI Colour
- Sep 8, 2026GS Biswas In Spotlight EUR IG cash cds basis at 1 year wides
- Sep 8, 2026GS Duttenhoefer Duttenhoefers Daily
- Sep 8, 2026GS Abbas GS US Daily Download
- Sep 8, 2026GS Blekos Marketcolour + Communacopia Medtech Nestle RHM Cross Asset
- Sep 8, 2026GS McGeoch Materials Rising Tides Coppers LME ATH China buying overnight GLEN
- Sep 8, 2026GS Papai IG Credit Down the Stretch
- Sep 8, 2026UBS Clean Energy The Refresh Sep 2026 Week 1
- Sep 8, 2026UBS An ESG View on Earnings Convergence
- Sep 8, 2026Jefferies BWX Technologies Breaking Atoms for Breakfast Enabling the Wests Nuclear Capex Initiate Buy
- Sep 8, 2026JPM Schlegel Weekly Wrap Let the Re Gross Begin
- Sep 8, 2026GS Papai IG Credit Down the Stretch
- Sep 8, 2026GS Gillard Commods All time high copper
- Sep 8, 2026GS Mello Brazil Positioning 1 Month to Elections
- Sep 8, 2026Allocation views bubbles bifurcation case for staying invested
- Sep 8, 2026mom
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- Aug 20, 2026## Marketcolour + Mutual Fund Analysis / JD / Siemens / Carlsberg / Moderna ##
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- Aug 19, 2026## Marketcolour + Momentum Colour / Geberit / BHP / TGS ##
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- Aug 17, 2026## Marketcolour + AI Spending / Junior Investment Conf / HF Update / Global Macro / Prosegur / Adyen / Novonesis ##
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UBS · 232
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- Jul 24, 2026ubs hv monthly letter 16 July
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Bank of America · 110
- Oct 13, 2026BofA European Fund Manager Survey
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- Sep 24, 2026BofA Securities Equity Client Flow Trends Record week for mid cap inflows
- Sep 24, 2026Global Equity Volatility Insights BTDD (buy the dispersion dip)
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- Aug 14, 2026Global Rates Weekly A break in the heat
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- Aug 5, 2026Markets unhinging is a feature not a bug
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- Jul 25, 2026BofA Michael Hartnett Bonds bringing the heat
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Deutsche Bank · 106
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- Sep 18, 2026AI at 70 Part 2 14 more lessons from a lifetime of boom and bust
- Sep 18, 2026Early Morning Reid Macro Strategy
- Sep 17, 2026DB Sept FOMC recap Removing a dose of accommodation helps the inflation go down
- Sep 17, 2026DB CotD Groundhog Month Sept 15
- Sep 17, 2026DB Early Morning Reid Macro Strategy
- Sep 16, 2026DB CoTD: 15 in 70 years....
- Sep 16, 2026DB Early Morning Reid Macro Strategy
- Sep 15, 2026DeutscheBank Astra Zeneca CAMBRIAN explosion tbc but feeling more SERENE after reset: u/g to Hold Sep 15 2026 converti
- Sep 15, 2026DeutscheBank European Daily Focus Sep 15 2026 converti
- Sep 15, 2026DB Early Morning Reid Macro Strategy
- Sep 14, 2026Investor Positioning and Flows Sep 14
- Sep 14, 2026DB Early Morning Reid Macro Strategy
- Sep 9, 2026Early Morning Reid Macro Strategy
- Sep 8, 2026DB CoTD Make Bonds Boring Again
- Sep 8, 2026Early Morning Reid Macro Strategy
- Sep 7, 2026FX Blog Guess who is buying Japan
- Sep 7, 2026DB Early Morning Reid Macro Strategy
- Aug 25, 2026DB FX Special Report Where are the AI tails widest
- Aug 25, 2026Early Morning Reid Macro Strategy
- Aug 25, 2026DB Fixed Income Blog The element of surprise
- Aug 24, 2026Investor Positioning and Flows Aug 24
- Aug 24, 2026DB Jackson Hole preview Staying on the summit or trekking a path back to target
- Aug 24, 2026DB Early Morning Reid Macro Strategy
- Aug 24, 2026Investor Positioning Strategy Update and Flows Another Post Earnings Season Lull
- Aug 21, 2026US Econ Notes Aug 21
- Aug 21, 2026Euro Weekly Digest
- Aug 21, 2026DB Coty Aug 21
- Aug 21, 2026DB Thematic Research Next week...this week
- Aug 21, 2026Early Morning Reid Macro Strategy
- Aug 21, 2026SpaceX Aug 17 1
- Aug 20, 2026Snowflake Aug 20
- Aug 20, 2026Palantir Aug 20
- Aug 20, 2026Early Morning Reid Macro Strategy
- Aug 20, 2026Salesforce Aug 19
- Aug 19, 2026DB The Pennsylvania Plan Dealing with US Twin Deficits
- Aug 19, 2026Early Morning Reid | Macro Strategy
- Aug 18, 2026Campbells Aug 18
- Aug 18, 2026DB Research Early Morning Reid Macro Strategy
- Aug 17, 2026SpaceX Aug 17
- Aug 14, 2026Next Week
- Aug 13, 2026Deutsche Bank
- Aug 13, 2026Key Market Data (Index @ Close Change) (S&P 500 @ 7749 +0)
- Aug 11, 2026Thematic Research What are the biggest market dislocations Henry Allen
- Aug 10, 2026Investor Positioning and Flows Aug 10
- Aug 6, 2026elf Beauty Aug 6
- Aug 6, 2026DoorDash Aug 6
- Aug 6, 2026DB Early Morning Reid Macro Strategy
- Aug 4, 2026Snap Aug 4
- Aug 4, 2026Clorox Aug 4
- Aug 4, 2026DB Research, Europe
- Aug 4, 2026DB Research Early Morning Reid | Macro Strategy
- Aug 3, 2026SpaceX Aug 3
- Aug 3, 2026Precious Special Report Gold explosive phase persists
- Aug 3, 2026EMR July 2026 Performance Review
- Aug 3, 2026DB Investor Positioning and Flows Rotating On Cue Again
- Aug 1, 2026Euro Weekly Digest
- Aug 1, 2026Amazon July 31
- Aug 1, 2026Asset Allocation July 31
- Aug 1, 2026Asset Allocation July 31
- Aug 1, 2026US Econ Notes July 31
- Jul 31, 2026Euro Weekly Digest
- Jul 31, 2026Amazon July 31
- Jul 31, 2026Reddit July 31
- Jul 31, 2026Thematic Research Next week...this week
- Jul 31, 2026Deutsche Bank Research, Europe
- Jul 30, 2026DB Meta July 30
- Jul 30, 2026Microsoft July 30
- Jul 29, 2026Ford Motor July 29
- Jul 29, 2026Internet July 29
- Jul 29, 2026Pinterest July 29
- Jul 29, 2026DB Research Europe
- Jul 28, 2026DB CoTD The gravitational pull of midterms
- Jul 28, 2026DB Early Morning Reid Macro Strategy 2 1
- Jul 27, 2026Investor Positioning and Flows July 27
- Jul 27, 2026Amazon July 27
- Jul 27, 2026Oracle July 27
- Jul 27, 2026SpaceX July 27
- Jul 27, 2026Tesla July 27
- Jul 27, 2026DB CoTD From Mapping Prices to Mapping Power
- Jul 27, 2026Global Autos Daily Market Update
- Jul 27, 2026Early Morning Reid Macro Strategy
- Jul 27, 2026Investor Positioning Strategy Update and Flows The Boom And The Gloom
- Jul 27, 2026REITs The Weekly DBrief The 2Q26 Earnings
- Jul 27, 2026US Economic Notes What you need to know for the week ahead
- Jul 27, 2026What We Learned TMT Industry Update
- Jul 27, 2026Commitment of Traders Weekly Update
- Jul 25, 2026US Econ Notes July 24
- Jul 24, 2026Reddit July 24
- Jul 24, 2026Meta July 24
- Jul 24, 2026Focus Europe ECB Reaction
Morgan Stanley · 79
- Oct 12, 2026MS Michael Wilson Weekly Warm up How Much Tightening Are Financial Conditions Already Delivering
- Oct 11, 2026MS Savone Global Reflections
- Oct 11, 2026Article thecaseforasianequities ltr
- Oct 11, 2026Article municipalbondmarketmonitor q32026
- Oct 11, 2026Article floatingrateloanmarketmonitor q32026
- Oct 11, 202643274
- Sep 22, 2026HF Highlights 2026.09.18
- Sep 21, 2026MS Reassessing the Fed’s Rate Path What the Shift Means for Markets
- Sep 20, 2026MS Sunday Start A Fed in Motion
- Sep 20, 2026MS Goodbye disinflation, hello oil risk premium
- Sep 20, 2026MS September FOMC Reaction Further hikes ahead
- Sep 20, 2026MS Fed Balance Sheet Reform More Shrinkage, Less Tightening
- Sep 20, 2026Article afirmerfed ltr
- Sep 20, 2026Article tofreeornottofree ltr
- Sep 20, 2026MS Savone Global Reflections
- Sep 13, 2026MS Building a better mousetrap AI spending and its contribution to US GDP growth
- Sep 13, 2026MS Dispelling an AI Myth Why Affluent Consumers May Be Safer Than Advertised
- Sep 13, 2026MS Digital Assets From Disruption to Convergence
- Sep 13, 2026MS China's Next Industrial Revolution
- Sep 12, 2026MS Savone Global Reflections
- Sep 6, 2026MS AI Debt Financing Tracker Summer Spreads Turned Wider
- Sep 6, 2026MS Savone Global Reflections
- Sep 6, 2026Article fundamentalresearchinanaiage ltr
- Sep 6, 2026Insight industrial structural growth wave ltr
- Sep 6, 2026Articles publictoprivateequityintheusalongtermlook us
- Sep 6, 2026Article equitymarketcommentaryaug2026 ltr
- Sep 6, 2026Article theatomicsteppe ltr
- Sep 4, 2026MS El Niño Tracker Higher Probability, Stronger Intensity, Higher Risk of a Historic Event
- Sep 4, 2026MS Valuation Debates, ERCOT, Power Shortfalls, and Recommended Positioning
- Aug 25, 2026MS Funding the AI Buildout Beyond the Balance Sheet
- Aug 24, 2026HF Highlights 2026.08.21
- Aug 24, 2026MS The Weekly Worldview Managed Stability, Manageable
- Aug 24, 2026MS Jackson Hole If you want to say less, say less
- Aug 24, 2026MS Michael Wilson Weekly Warm up Treasury Buybacks in the Context of Our Run It Hot Thesis
- Aug 23, 2026MS AI Sovereignty Policy, Market, and Economic Implications
- Aug 23, 2026MS Japan Rates Strategy Fiscal Risk Keeps JGB Long End Under Pressure
- Aug 23, 2026MS Mike Wilson Weekly Warm up Broadening Persists Amid a Quality Rotation
- Aug 23, 2026MS Our Views After Treasury Announced Larger Buybacks
- Aug 23, 2026MS Enter Long 5y Linker
- Aug 23, 2026MS $40T of Debt Brake or Break
- Aug 23, 2026Article selectivitytakesthelead ltr
- Aug 23, 2026article whytherealestatemattersinnetleaseinvesting
- Aug 22, 2026MS Savone Global Reflections
- Aug 21, 2026MS Power Struggle Data Center Pushback Update & Expert Call Takeaways
- Aug 21, 2026MS AI Sovereignty Policy, Market, and Economic Implications
- Aug 21, 2026MS Venture Vision Who Is Heading for the Exit
- Aug 17, 2026HF Highlights 2026.08.14
- Aug 17, 2026Insights beyond wires a4
- Aug 16, 2026MS Summer of AI Financing
- Aug 16, 2026MS ORCL Credit Up the Spending Scale, Down the Rating Scale
- Aug 16, 2026MS How Could Open Weight Models Impact GenAI ROIC
- Aug 16, 2026MS Asia Economics Growing Evidence Confirms Recovery is Broadening Out Beyond AI
- Aug 16, 2026MS AI + Chipflation Two Tailwinds, One Trade… For Now
- Aug 16, 2026MS US Credit Strategy 2Q 26 Fundamentals Check in
- Aug 16, 2026MS The Paths to 25 50 GenAI ROIC
- Aug 16, 2026MS US Economics Resilience of Discretionary Consumer Demand
- Aug 14, 2026MS How Could Open Weight Models Impact GenAI ROIC
- Aug 14, 2026MS AI + Chipflation Two Tailwinds, One Trade… For Now
- Aug 14, 2026MS The Model Race Gets More Complicated Chinese Model Pricing & Open Weights Adoption
- Aug 14, 2026MS The Viewpoint Growing Evidence Confirms Recovery is Broadening Out Beyond AI
- Aug 3, 2026MS Latin America's Unfinished Business
- Aug 3, 2026MS El Niño's Back
- Aug 3, 2026MS Debunking the Value Add Myth
- Aug 3, 2026MS The Paths to 25 50 GenAI ROIC
- Aug 3, 2026MS Playing the AI Infrastructure Dip Where to Invest and Where We See Risk
- Aug 2, 2026MS Nick Savone Global Reflections Aug 1
- Aug 2, 2026Article bmfimultisectorplaybookincreasingdispersion ltr
- Aug 2, 2026125976
- Aug 2, 2026125974
- Aug 2, 2026125973
- Aug 2, 2026125972
- Jul 28, 2026MS July FOMC A question of patience
- Jul 26, 2026MS Three Reasons Why Credit Growth is Booming
- Jul 26, 2026MS The Future of Work Downunder
- Jul 26, 2026MS Government Bond Demand How Current Trends Are Shaping Future Market Dynamics
- Jul 26, 2026MS Beyond Asset Allocation
- Jul 25, 2026MS AI Debt Financing Tracker Heat Advisory
- Jul 24, 2026MS The Moat & The Journey – Assessing Software Durability + Growth in the Age of AI
- Jul 20, 2026Michael Wilson Weekly Warm up Broadening Continues as Index Struggles
Societe Generale · 40
- Oct 10, 2026Commodity Monthly Review September 2026
- Oct 10, 2026Credit Strategy Weekly Même pas peur
- Oct 10, 2026Morning Briefing
- Oct 10, 2026Global EM Weekly Worsening technicals backdrop compound challenges for EM FX
- Oct 10, 2026Morning Briefing
- Oct 10, 2026Week Ahead in Economics US inflation on the rise as central bankers head to IMF World Bank meetings
- Sep 21, 2026On Our Minds Midterms A Blue House, a Coin Flip Senate
- Sep 21, 2026Fixed Income Special Debt sustainability on the radar
- Sep 21, 2026ETF Market Pulse Week 2 – September 2026 Commodities Surge, Cash Builds and AI Innovation Accelerates
- Sep 21, 2026FX View Fed, BOE and BoJ ahead, but an AI safety wobble to start the week
- Sep 21, 2026Morning Briefing Dovish BoJ hike restores Yen carry appeal
- Sep 21, 2026On Our Minds September 2026 FOMC Postmortem The First Hike
- Sep 14, 2026Cybersecurity The New Frontier of ESG Risk
- Sep 14, 2026Credit Strategy Weekly Can yields give US a breather please
- Sep 14, 2026Economics On Our Minds September 2026 FOMC Preview And So, It Begins
- Sep 14, 2026Emerging Markets Global EM Weekly Tactically trading a higher for longer global rates environment
- Sep 14, 2026Economics Week Ahead in Economics Fed and BoJ to hike
- Sep 14, 2026Morning Briefing Road to 5% Runs Through CPI
- Sep 4, 2026Credit Strategy Outlook 4Q 2026 Rolling with the punches II
- Sep 4, 2026FI Outlook Inflation goes to extra time (slides)
- Sep 4, 2026Fixed Income Weekly Higher for longer
- Aug 17, 2026On Our Minds July CPI Case for pre emptive tightening is strengthening
- Aug 17, 2026Week Ahead in Economics Fed has more time; BoJ has less
- Aug 17, 2026Earnings Season Pulse Global earnings strength broadens beyond the US
- Aug 11, 2026ETF Market Pulse Week
- Aug 11, 2026ETF Positioning Value and Financials Gain Favour as AI Flows Moderate in July
- Aug 11, 2026Conviction Thinking Asia The making of a Korea macro trade
- Aug 11, 2026FX View Will US CPI PPI and retail sales data reinforce the NFP story
- Aug 11, 2026Commodity Monthly Review July 2026
- Aug 5, 2026ETF Market Pulse
- Aug 5, 20264 Aug 2026 US Equity Strategy
- Aug 5, 2026Commodity Compass Analytics (CCA) An Oil Odyssey – Red Sea Tension Sends Oil on a Long Voyage Home
- Aug 5, 2026Global Equity Market Arithmetic US versus UK shareholder returns but Momentum is still hard to ignore
- Aug 5, 2026Risk Premium in Pictures Robust earnings growth offsets higher bond yields
- Aug 5, 2026Earnings Wrap Up 2Q26 reporting season Focus shifts to cash flows from capex
- Aug 5, 2026On Our Minds
- Aug 5, 2026On Our Minds RBI Preview August hold likely, but the policy runway is narrowing
- Jul 27, 2026Asia Equity Strategy Korea the AI trade matures
- Jul 27, 2026Credit Strategy Weekly Under fire on multiple fronts
- Jul 27, 2026Europe – Macro radar Higher July inflation & decent 2Q growth
TS Lombard · 31
- Oct 10, 2026Ai Funding Needs Arent Driving Yields Higher
- Sep 24, 2026PUTTING MONEY BACK INTO MONETARY POLICY
- Sep 24, 2026IS A 5% 10Y TREASURY COMPENSATORY
- Sep 18, 2026STAYING RISK ON
- Sep 7, 2026THE WARSH DILEMMA
- Aug 21, 2026THE POPULIST HYDRA
- Aug 20, 2026IS FISCAL REFORM POSSIBLE UNDER LULA
- Aug 20, 2026LONG EM CARRY
- Aug 20, 2026LONG-END YIELDS HAVE A MESSAGE
- Aug 19, 2026Budget Blues
- Aug 18, 2026Long Taiwan, short Consumer & India
- Aug 18, 2026In Charts: Countdown to the October election: Campaigning begins
- Aug 18, 2026European equity: earning(s) respect
- Aug 14, 2026WE ADD BACK RISK ON STRONG EPS MOMENTUM
- Aug 12, 2026CPI NOISE AND FED INERTIA
- Aug 5, 2026DOUBLING DOWN ON GILTS
- Aug 5, 2026Markets Cannot Agree To Disagree Once Warsh Stops Subsidizing Term Yields
- Aug 5, 2026Forward Misguidance
- Aug 5, 2026Will Brazil Have A James Comey Moment
- Aug 3, 2026THIS AINT MARADONA CENTRAL BANKING
- Jul 31, 2026BOJ REVVING UP
- Jul 30, 2026Beijing Doing Enough
- Jul 30, 2026Yen Intervention Boj Hike And Carry Trade Risk
- Jul 30, 2026Lower Cpi Growth Pave Way For Rate Cuts
- Jul 30, 2026When Will This Cycle End
- Jul 29, 2026Fomc All Spin No Delivery Or Forward Guidance
- Jul 29, 2026RUPEE STABILITY FOR NOW BUT STRAINS AHEAD
- Jul 28, 2026The Most Important Iran Oil Chart 1
- Jul 27, 2026A NEW FISCAL-MONETARY ACCORD
- Jul 24, 2026REARMING BRITAIN'S SUPPLY SIDE
- Jul 24, 2026PMI: FALL SEVEN TIMES, GET UP EIGHT
Citi · 27
- Sep 24, 2026The Point for Europe: Thursday
- Sep 23, 2026The Point for Europe Wednesday
- Sep 22, 2026The Point for Europe Tuesday
- Sep 19, 2026GPS The World Rewired
- Sep 18, 2026The Point for Europe Friday
- Sep 17, 2026The Point for Europe Thursday
- Sep 16, 2026GPS The World Rewired
- Sep 16, 2026The Point for Europe Wednesday
- Sep 9, 2026The Point for Europe Wednesday
- Sep 9, 2026The Point for Europe Monday
- Sep 8, 2026The Point for Europe Tuesday
- Aug 24, 2026The Point for Europe Monday
- Aug 21, 2026The Point for Europe Friday
- Aug 19, 2026Citi Getting long 20y after today’s buyback announcement Aug 19
- Aug 17, 2026Citi The Point for Europe Monday
- Aug 14, 2026The Point for Europe Friday
- Aug 13, 2026Citi The Point for Europe Thursday
- Aug 12, 2026The Point for Europe Wednesday
- Aug 11, 2026Citi The Point for Europe Tuesday
- Aug 6, 2026Citi The Point for Europe Thursday
- Aug 5, 2026Citi The Point for Europe Wednesday
- Aug 4, 2026Citi The Point for Europe Tuesday
- Aug 3, 2026Citi
- Jul 31, 2026Citi The Point for Europe Friday
- Jul 30, 2026Citi The Point for Europe Thursday
- Jul 29, 2026Citi The Point for Europe Wednesday
- Jul 28, 2026The Point for Europe Tuesday
Mizuho · 26
- Oct 15, 2026Strategy Daily 2026 10 15
- Oct 14, 2026Strategy Daily 2026 10 14
- Oct 13, 2026Strategy Daily 2026 10 12
- Oct 13, 2026JGB Strategy
- Sep 22, 2026Strategy Daily
- Sep 19, 2026Strategy Daily
- Sep 19, 2026Japan Macro
- Sep 19, 2026Strategy Daily
- Sep 19, 2026Japan Macro 1
- Sep 16, 2026JGB Strategy Weekly Sep 14
- Sep 16, 2026Strategy Daily
- Sep 14, 2026Japan Macro Macro Weekly
- Sep 14, 2026JGB Strategy Weekly
- Sep 14, 2026EMEA Strategy Daily
- Sep 6, 2026XCCY Weekly 2026 09 04
- Aug 21, 2026FICC Weekly Jackson Hole: Mountain Views and Market Views
- Aug 17, 2026JGB Strategy
- Aug 17, 2026Japan Macro Weekly
- Aug 17, 2026Japan Macro Information
- Aug 17, 2026Strategy Daily
- Aug 13, 2026Strategy Daily
- Aug 13, 2026Strategy Daily
- Aug 11, 2026Japan Macro aug 10
- Aug 11, 2026Mizuho EMEA Multi Asset Strategy Daily
- Aug 6, 2026Mizuho EMEA Multi Asset Strategy Daily
- Jul 28, 2026Mizuho EMEA BoE Meeting Preview
Rabobank · 26
- Oct 12, 2026Global daily my word is my bond
- Sep 21, 2026Global daily all the news that is not fit to price
- Sep 18, 2026Another ECB hike is no more likely than not
- Sep 15, 2026Global daily coalition of the exceedingly reluctant
- Sep 9, 2026Global daily even more and less of the same things
- Sep 8, 2026Global daily more and less of the same things
- Aug 25, 2026Global daily operation economic outcast but of whom
- Aug 24, 2026Global daily two wars and two economic wars
- Aug 23, 2026What could the ecbs structural ltros look like
- Aug 20, 2026Bessents game of chicken with the bond vigilantes
- Aug 19, 2026Global daily for peace and security buy bonds
- Aug 18, 2026Global daily the heat you feel isnt just the summer sun
- Aug 17, 2026Global daily AI pledge allegiance to the flag
- Aug 11, 2026Global daily strategic autonomy is running dry
- Aug 6, 2026Global daily change of plans
- Aug 5, 2026Global daily weve been here before
- Aug 4, 2026Global daily financial fort sumter
- Jul 30, 2026Global daily feedom of navigation
- Jul 30, 2026All talk and no hike
- Jul 30, 2026Global daily circle of life
- Jul 30, 2026The eu strengthens its industry and reduces dependencies
- Jul 30, 2026A mixed gdpicture
- Jul 29, 2026Global daily circle of life
- Jul 28, 2026Global daily good things could happen
- Jul 27, 2026Global daily massive relax
- Jul 24, 2026Massive Attack
ING · 25
- Oct 12, 2026ING Think g10 fx talking october 2026
- Sep 22, 2026ING Think the commodities feed oil cools off from the highs
- Sep 18, 2026ING Think marieke blom why europe can carry the cost of rising defence spending
- Sep 9, 2026ING Think europes pitch book if they invested europeans would prefer to do that in europe
- Aug 17, 2026ING Think rates spark xxxxxxxxx
- Aug 17, 2026ING Think yen why bessent backs himself for successful intervention
- Aug 5, 2026ING Think low water levels and the german economy
- Aug 5, 2026ING Think webinar the ai race who will fund and fuel the next wave
- Aug 2, 2026ING Think the commodities feed oil eases as more oil flows out the persian gulf
- Aug 2, 2026ING Think asia week ahead
- Aug 2, 2026ING Think rates spark recalibrating rate assumptions
- Aug 2, 2026ING Think boj leaves rates at 100 with no surprises
- Aug 2, 2026ING Think taiwans double digit gdp growth continued in the second quarter
- Aug 2, 2026ING Think eurozone inflation only increased modestly in july
- Aug 2, 2026ING Think polands inflation up in july amid end of fuel price support
- Aug 2, 2026ING Think italian confidence data point to a decent start for the third quarter
- Aug 2, 2026ING Think think ahead warsh wants a quieter fed the bank of england shows how
- Aug 2, 2026ING Think china pmi
- Jul 31, 2026ING Think rates spark fed holds long end getting nervous
- Jul 30, 2026ING Think the commodities feed oil rises as middle east tensions reignite290726 2
- Jul 30, 2026ING Think rates spark a fed hike could shake sentiment 2
- Jul 30, 2026ING Think inflation dynamics strengthen the case for an extended rba hold 2
- Jul 30, 2026ING Think fed holds rates steady as three fomc members dissent 2
- Jul 28, 2026ING Think rates spark either way the fed will surprise
- Jul 28, 2026ING Think the commodities feed oil slumps as the us and iran pause strikes270726
Jefferies · 20
- Oct 15, 2026Jefferies European Equity Daily
- Oct 13, 2026Jefferies European Equity Daily
- Oct 9, 2026Jefferies European Equity Daily
- Sep 4, 2026JEF Macro Weekly Background Reading on Treasury Twists; In Our Time
- Sep 4, 2026JEF Macro Weekly Intervention & Fiscal Tremors; The AI Momentum Rout
- Aug 16, 2026Jefferies Reporting Season First Quarter Recap Chart 1 Performance since July 26
- Aug 16, 2026July Credit Monitor Prev. All OK Expecting Seasonal Trends + Steady Growth
- Aug 16, 2026Obesity Tracker Weekly News Digest and Trial Updates
- Aug 16, 2026Top of the Blocks
- Aug 16, 2026Semi Important Stuff Price targets
- Aug 16, 2026Buzzworthy Beauty Insights Vol 189 Prestige Jefferies Weekly Beauty Reports
- Aug 16, 20262Q26 Big Beat; Stronger Outlook for Longer TARGET ESTIMATE CHANGE
- Aug 16, 2026Fwd Curves and Spot Margins Climb Lead by MidCon
- Aug 16, 2026Commodity Inflation Moves Higher While FDA Advances Food Policy Agenda
- Aug 16, 2026Highlights from the Lowlands
- Aug 16, 2026JEF Macro Weekly Fiscal Dynamics STRATEGY NOTE
- Aug 16, 2026JEFs ETF Flows Some Interest in Equities, STRATEGY NOTE
- Aug 6, 2026Jefferies SNDK Price Target cut from 3000 to
- Aug 4, 2026SLOOS Lending Standards Stable to Modestly NCO Rates
- Aug 4, 2026China Mobile Remains Committed
MUFG · 18
- Oct 10, 2026Asia FX Weekly
- Sep 17, 2026Asia FX Talk FOMC decision looms as oil and US yields stay elevated
- Sep 15, 2026Asia FX Talk Hitting the brakes
- Sep 5, 2026Asia FX Weekly Focus on China data and US CPI
- Aug 22, 2026Asia FX Weekly Focus on Asian central bank meetings
- Aug 17, 2026Japan Economic & Financial Weekly
- Aug 14, 2026Middle East
- Aug 10, 2026Middle East
- Aug 2, 2026Asia FX Weekly China’s PMIs, Asia trade data and RBI policy will be key 2
- Jul 31, 2026FX Focus
- Jul 31, 2026Euro area GDP – A story of resilience
- Jul 31, 2026Middle East 4
- Jul 31, 2026Asia FX Talk FOMC Talk is cheap, sharp sell off in long end US yields
- Jul 28, 2026Asia FX Talk Uneasy pause in US Iran war
- Jul 28, 2026FX Daily Snapshot 1
- Jul 28, 2026Middle East 1
- Jul 28, 2026Singapore MAS tightens modestly, reinforcing SGD resilience
- Jul 28, 2026JPY Weekly
Safra · 16
- Oct 14, 2026Market Update US, Europe & Asia
- Oct 14, 2026FSA FI Daily Commentary
- Oct 9, 2026FSA FI Daily Commentary
- Sep 19, 2026FSA FI Daily Commentary
- Aug 24, 2026Weekly IMM FX Positioning
- Aug 22, 2026PreciousMetalsTradingDeskView
- Aug 22, 2026IntradayFXView
- Aug 11, 2026FSA FI Daily Commentary
- Aug 11, 2026Market Update US, Europe & Asia
- Aug 11, 2026IntradayFXView
- Aug 11, 2026Weekly IMM FX Positioning
- Aug 9, 2026Market Update US, Europe & Asia
- Aug 7, 2026Market Update US, Europe & Asia
- Aug 5, 2026Market Update US, Europe & Asia
- Jul 30, 2026FSA Daily
- Jul 30, 2026FSA FI Daily Commentary
Zero Hedge · 16
- Jul 28, 2026Amid 'Exhausting Confusing' Iran Headlines, Goldman Partner Highlights The Rates Level Where Equities Will Struggle
- Jul 28, 2026July Has Been A Long Year Goldman's Top Quant Trader Warns Markets No Longer Ignoring What's Going On Under The Surface
- Jul 28, 2026There's Still A Lot Of Stock Longs At Risk Of Getting Shaken Out
- Jul 28, 2026The Dispersion Unwind Arrives What Does Dealer Gamma Say Into MegaCap Earnings
- Jul 28, 2026NAND Price Drop Is Canary In AI Stock Trade Coalmine
- Jul 28, 2026Morgan Stanley Breaks Down The New Paradigm In Asset Allocation And Portfolio Construction
- Jul 28, 2026It's Not An Inflation Issue... Goldman Warns Real Rate Pressure Persists
- Jul 28, 2026Hartnett Bonds Finally Bringing The Heat
- Jul 28, 2026Goldman Warns 'Memory Industry Has A New Problem' As China Chipmaker CXMT Explodes Over 450% In IPO Debut
- Jul 28, 2026Goldman Trading Desk Tech Is Now Sold On The News ... And The Top Charts Of The Week
- Jul 28, 2026BTIG Warns Still A Long Way To Go In AI Correction
- Jul 28, 2026Cross Asset Volatility Is Too Low For The Macro Backdrop
- Jul 27, 2026FOMO = Fear Of Momentum How Much More Pain, Is The Billion Dollar Question
- Jul 24, 2026The Most Fundamental Macro Risk Is Back
- Jul 24, 2026Surprise July Rate Hike Would Upend Risk Sentiment
- Jul 24, 2026Gold To Show Resilience On Reserves, Debt Burdens
RBC · 15
- Sep 23, 2026UK & EUROPEAN RESEARCH AT A GLANCE
- Sep 22, 2026UK & EUROPEAN RESEARCH AT A GLANCE
- Sep 21, 2026RBC Atkin Tracking the Gigawatts Datacenter Expansion Tracker July 2026
- Sep 16, 2026UK & EUROPEAN RESEARCH AT A GLANCE
- Sep 15, 2026UK & EUROPEAN RESEARCH AT A GLANCE
- Sep 9, 2026UK & EUROPEAN RESEARCH AT A GLANCE
- Aug 14, 2026RBC UK & EUROPEAN RESEARCH AT A GLANCE
- Aug 10, 2026RBC UK & EUROPEAN RESEARCH AT A GLANCE
- Aug 3, 2026RBC UK & EUROPEAN RESEARCH AT A GLANCE
- Jul 31, 2026RBC UK & EUROPEAN RESEARCH AT A GLANCE
- Jul 30, 2026RBC UK & EUROPEAN RESEARCH AT A GLANCE
- Jul 29, 2026RBC UK & EUROPEAN RESEARCH AT A GLANCE
- Jul 28, 2026RBC UK & EUROPEAN RESEARCH AT A GLANCE
- Jul 28, 2026Tracking the Gigawatts RBC Datacenter Expansion
- Jul 23, 2026RBC UK & EUROPEAN RESEARCH AT A GLANCE
The Market Ear · 15
- Jul 28, 2026Capitulating or bottoming
- Jul 28, 2026The AI casino is closing
- Jul 28, 2026The AI Bubble's Canary Just Died
- Jul 27, 2026All Eyes On SOX
- Jul 27, 2026The AI Trade's Moment Of Truth
- Jul 27, 2026Wall street de risked tech china didnt
- Jul 27, 2026Is korea the next china 2015
- Jul 25, 2026Probably the Most Bearish Chart of the Weekend
- Jul 25, 2026Three Crosscurrents Reshaping Markets
- Jul 24, 2026The AI Trade Is Coming Apart
- Jul 24, 2026Bond Volatility Is Sending A Warning
- Jul 24, 2026What If The Bond Market Is Right About AI
- Jul 24, 2026Oils next move hinges on three variables
- Jul 23, 2026The Market Is Starting To Crack
- Jul 23, 2026Inside The Magnificent 7 Selloff
Raymond James · 13
- Sep 22, 2026Up and Adam
- Sep 19, 2026Weekly economics thoughts of the week
- Sep 19, 2026weekly headings
- Sep 19, 2026Weekly headings snapshot
- Sep 15, 2026bond investor
- Sep 6, 2026Global Insights
- Sep 6, 2026Monthly market review
- Sep 5, 2026weekly headings
- Aug 22, 2026weekly headings
- Aug 22, 2026Weekly headings snapshot
- Aug 17, 2026Earnings Blast
- Aug 3, 2026Earnings Blast
- Jul 30, 2026latamdaily20260729
Scotiabank · 13
- Aug 22, 2026dailypoints20260821
- Aug 17, 2026Weekly Flows and CFTC Positioning
- Aug 5, 2026calendarAugust2026
- Aug 5, 2026dailypoints20260804
- Jul 30, 2026scotiaflash20260729
- Jul 30, 2026latamdaily20260730
- Jul 30, 2026flash20260730
- Jul 28, 2026latamweekly20260724
- Jul 28, 2026FX Snapshot
- Jul 28, 2026Weekly Flows and CFTC Positioning
- Jul 28, 2026CAD Weekly 1
- Jul 28, 2026G10 FX Daily 1
- Jul 28, 2026latamdaily20260727
Allianz · 10
- Sep 20, 2026Energy update
- Sep 20, 2026AI and rates
- Sep 20, 2026Thematic Pulse water technology
- Sep 6, 2026Bond market review
- Sep 6, 2026Europe is finally executing
- Sep 6, 2026AllianzGI Footprint and handprint MN MR Sep EN 26
- Sep 6, 2026Thematic Pulse When robots start earning their keep
- Sep 6, 2026CB Credibility
- Aug 17, 2026Fixed Income Forward August 2026
- Aug 17, 2026The outlook for Asian fixed income winners and losers emerge
BTIG · 9
- Oct 13, 2026Last Man Standing
- Sep 20, 2026Deep in the Tranches
- Sep 14, 2026Priced for Perfection, Poised for Correction
- Sep 9, 2026Bottoms are Events, Tops are Processes
- Aug 24, 2026BTIG Krinsky Who Blinks First Bonds vs. Stocks in a Staring Contest
- Aug 16, 2026The Vibes Are Immaculate, History Is Not
- Aug 14, 2026A Rorschach Test
- Jul 28, 2026Don't Go Chasing Waterfalls
- Jul 27, 2026The Backstop Boys
Nordea · 9
- Oct 11, 2026Xplora Technologies 202610090742 flash
- Sep 19, 2026Macro & Markets forecast edition
- Aug 17, 2026Enersense 202608100700 fullreport
- Aug 17, 2026Relais Group Oyj 202608130848 flash
- Aug 2, 2026Relais Group Oyj 202607280847 flash
- Aug 2, 2026Relais Group Oyj 202607300700 fullreport
- Aug 2, 2026Incap 202607300903 flash
- Aug 2, 2026Atria 202607310825 flash
- Jul 30, 2026Fed review Hold now, but dissents
Eastspring · 7
- Oct 11, 2026Investment bulletin weekly week 40 final
- Sep 6, 2026Investment bulletin weekly week 35
- Sep 6, 2026Will AI displace India’s IT services sector
- Sep 6, 2026Navigating EM concentration through an active value approach
- Sep 6, 2026Investment bulletin weekly week 34
- Aug 23, 2026Factor narratives Quality under pressure but the investment case remains intact
- Aug 23, 2026Investment bulletin weekly week 33
Natixis · 7
- Sep 5, 2026Cheap or Expensive by Design Quantifying the Deep Misalignment of Asian Currencies
- Sep 5, 2026The macro calendar brings a two sided catalyst set to markets
- Aug 11, 2026Is China building an alternative monetary system
- Jul 30, 2026India needs lasting reforms to attract foreign capital not stopgaps
- Jul 30, 2026China Capital Flow Tracker 2026 Q3 Net FX receipts rebound with trade surplus and contained outbound investment
- Jul 30, 2026The Fed takes center stage
- Jul 28, 2026China s green finance is heading towards offshore bond issuance due to tepid bank credit and a regulatory push
Nomura · 7
- Sep 17, 2026GS McElligott STAY WEIRD
- Sep 15, 2026GS McElligott UPDATE THE STRAW THAT STIRS THE DRINK
- Aug 23, 2026Nomura Special Report The Seeds Of political change
- Aug 20, 2026Nomura McElligott PRIMING THE PUMP BUT ITS GOTTA GET WORSE FIRST
- Aug 14, 2026Nomura McElligott GET WONKY
- Aug 10, 2026Charlie McElligott Equities Update
- Aug 4, 2026Nomura Cross Asset AND WE'RE BACK (AT U.S. EQUITIES ATH'S)
CommBank · 6
Bank Earnings Previews · 5
- Oct 13, 2026GS DeGrasse Desk Bank Fins EPS Preview
- Oct 13, 2026Americas Insurance 3Q26 Preview Expect Mixed Results as The Cycle Softens Further
- Oct 13, 2026Americas Brokers & Crypto First quarter of crypto estimate upgrades since 4Q25 EPS
- Oct 13, 2026Americas Capital Markets Round tripped
- Oct 13, 2026Americas Regional Banks & Consumer Finance 3Q26 Preview Focus on deposit competition, rates, continued loan growth and a le...
Barclays · 5
- Sep 21, 2026Barclays Keches ORCL F1Q27 Results Momentum Builds as ATM Completed
- Aug 19, 2026Barclays US Rates Research The Treasury is watching
- Aug 16, 2026Barclays Emerging Asia Outlook Keep calm and carry on
- Aug 16, 2026Barclays Latin America Outlook Growth rebound seems hard to sustain
- Aug 13, 2026Barclays Physical AI Mapping the Humanoid Value Chain
BlackRock · 5
- Oct 14, 2026Bii global outlook in charts
- Oct 12, 2026Weekly investment commentary en us 20261012 upgrading us treasuries to lock in income
- Aug 10, 2026Weekly investment commentary en us 20260810 two market signals one story
- Aug 3, 2026Weekly investment commentary en us 20260803 a quiet august not for investors
- Jul 28, 2026Weekly investment commentary en us 20260727 cheaper AI new earnings questions
Canaccord · 5
MetLife · 5
Nuveen · 5
- Sep 5, 2026Weekly fixed income commentary Markets digest a hawkish Jackson Hole speech
- Aug 5, 2026Weekly fixed income commentary Markets digest a hawkish Fed pause
- Aug 5, 2026Weekly CIO commentary
- Jul 28, 2026Weekly fixed income commentary Oil price shock reshapes Fed rate expectations
- Jul 28, 2026Weekly CIO commentary
Apollo · 4
SEB · 4
Academy Securities · 3
Bear Traps · 3
Bernstein · 3
Capital Alpha · 3
HSBC · 3
HSBC AM · 3
LSEG · 3
Standard Chartered · 3
Std Chartered · 3
Westpac · 3
ZKB · 3
Alger · 2
Ashmore · 2
BNP Paribas · 2
Berenberg · 2
Cantor · 2
Curvature · 2
Danske · 2
Fidelity · 2
Franklin · 2
One River · 2
PNC · 2
Piper Sandler · 2
SYZ · 2
Shikhara · 2
The Punchline · 2
Trump Xi Preview · 2
Vanda Research · 2
Vontobel · 2
WEF · 2
WGC · 2
Wolfe Research · 2
ABN Amro · 1
American Century · 1
Amova · 1
Andromeda · 1
Axioma · 1
Bertschis weekly chart · 1
Bertschli Weekly Chart Outlook · 1
Binance · 1
Citadel · 1
DBS · 1
DoubleLine · 1
Doubleline · 1
Dragon Capital · 1
EFG · 1
Franklin Templeton · 1
GMO · 1
Gabelli · 1
Halcyon · 1
Handelsbanken · 1
Incrementum · 1
JPM Eye on the Market · 1
KKR · 1
Mastermind Research · 1
Metlife · 1
NEPC · 1
Northern Trust · 1
Pictet · 1
RiskHedge · 1
Rothschild · 1
Royal London on Private Credit · 1
SocGen - Albert Edwards · 1
Société Générale · 1
State Street · 1
Syz · 1
TCW · 1
Talos · 1
The PunchLine · 1
U.S. Department of Agriculture · 1
U.S. Department of Agriculture, National Agricultural Statistics Service · 1
U.S. International Trade Commission · 1
William Blair · 1
WisdomTree · 1
World Gold Council · 1
Not investment advice. Third-party institutional research, hosted for reference and education.非投资建议。第三方机构研究，仅供参考与学习。