Goldman Sachs·2026-06-15SectorEUROPE: CONSTRUCTION: HEAVYSIDE MATERIALS,CO2 costs aren’t passing through to European Cement prices (yet)HEI.DEHOLN.SW
J.P. Morgan·2026-06-15SectorJPM Powering Data Centers Fireside Chat Series: Takeaways from TerraPower Fireside ChatCEG
Morgan Stanley·2026-06-15SectorSemiconductors Takeaways from public company meetings on our bus tourALABMRVL
Goldman Sachs·2026-06-15SectorAmericas Healthcare: Pharmaceuticals: Illustrative Impact Analysis and Company Commentary on CMS Proposed RuleMRKPFE
Goldman Sachs·2026-06-15SectorChina Consumer Connection: Online Brand Tracker: May-26: Divergent 618 performance across most sectors; Cosmetics led, IMF White Goods9633.HKEL.US
Bernstein·2026-06-15SectorGlobal Music: The Long View-Super fan economics,why concerts are now BTS company’s center of gravity352820.KS
J.P. Morgan·2026-06-15SectorChina Metals Activity Tracker: Large copper inventory increase last week, but stronger aluminium destocking. Bulk iron ore freight rates appear to be falling back to pre-war pricesAAL.LBHP.L
Goldman Sachs·2026-06-15SectorTaiwan Technology: US marketing feedback: AI ASIC remains the preferred theme with focus on CPU and next supply chain bottlenecks2330.TW3661.TW
Bernstein·2026-06-15SectorGlobal Semiconductors Global Semi: South Korea Equipment Import Tracker (May 26): Import +51% YoYAMATASML
Goldman Sachs·2026-06-15SectorCHINA BROKERS & ASSET MANAGERS: Positioned for Structural Growth Amid Shifting Sector Dynamics600030.SH