Goldman Sachs·2026-06-08SectorTop Projects 2026: AI, Exploration, global shale and the great energy capex waveSHEL.LXOM
Goldman Sachs·2026-06-08SectorChina Solar: 2026 SNEC Takeaways: DESS emerges as bright spot against subdued Solar sentiment300274.SZ
J.P. Morgan·2026-06-08SectorKorea Chemicals: May NBL SBR margins surge to five-year highs as naphtha LPG shortage triggers rubber tightness011780.KS
Goldman Sachs·2026-06-08StrategyGOAL Kickstart: Focus on central bank meetings-from strong Tech earnings to higher rates
Morgan Stanley·2026-06-08StrategyMorgan Stanley Global Macro Forum: Thoughts on Policy and Markets, Post-NFP
Bernstein·2026-06-08SectorGlobal Semiconductors and Semiconductor Capital Equipment: Global Semis: April 2026 WSTS Tracker-Sales -2.2% MoM, above typical (-11.3% MoM) &+106.4% YoY on significant memory strengthMUNVDA
J.P. Morgan·2026-06-08StrategyEquity Strategy: What would it take for Europe to trade relatively better?
J.P. Morgan·2026-06-08SectorGlobal Banks: China investment regulations triggering WM revenue uncertainty for HSBC STAN as well as UBS BAERBAER.SWHSBA.LSTAN.LUBSG.SW
Goldman Sachs·2026-06-08SectorCHINA AND JAPAN MACHINERY EXPORT TRACKER: Apr 2026 update: DM accelerated on strong China exports; mixed EM trends600031.SH6301.T
Bernstein·2026-06-08SectorEuropean Technology Software European IT Services: EU Tech Sovereignty-Regulation creates demand, but only the right models winCAP.PA
Nomura·2026-06-08MacroEconomic Insights: Nomura Investment Forum Asia 2026: A recap of our macro views and what investors think
Nomura·2026-06-08MacroEconomic Insights: Nomura Investment Forum Asia 2026: A recap of our macro views and what investors think