Goldman Sachs·2026-06-17SectorEUROPE MULTI-INDUSTRY: What US and EU PPI tell us about Multi-IndustrySIE.DE
Bernstein·2026-06-17SectorWeekend Healthcare Pulse: Cutting more than calories? GLP-1s and cancer riskLLYNOVO-B.CO
Bernstein·2026-06-17SectorGlobal Capital Goods Powering AI: The coming wave of mid-scale generator manufacturing capacity & why the power bottleneck will easeBEGEV
Goldman Sachs·2026-06-17MacroAustralian and New Zealand Inflation Monitor: Further Indirect Effects From Higher Oil Prices Expected in May
Goldman Sachs·2026-06-17SectorPOWERING UP EUROPE: Booming Datacenter pipeline and AI spending boom - the pivotal role of energyENEL.MISU.PA
J.P. Morgan·2026-06-17SectorHK China: Capital Flow Policy: Mixed impacts, clearer framework-gauging implications for CNY and Banks0939.HK
Goldman Sachs·2026-06-17SectorEUROPE CONSUMER PRODUCTS Fragrance’s next growth wave: back to blockbustersITP.PAPUIG.MC
Bernstein·2026-06-17SectorGlobal Software - European Technology Software: Best of Times, Worst of Times: Not all tech is equal - The Kshaped reality for European Software and IT ServicesCAP.PASAP.DE
J.P. Morgan·2026-06-17SectorChina Consumer Strategy: May retail sales down 0.6% YoY, a consecutive miss9633.HK
J.P. Morgan·2026-06-17SectorProperty Data Monitor Mainland China: real-time secondary sales +13% Y Y; HK: rental growth accelerated in May, but weekly secondary sales softened0001.HK
Goldman Sachs·2026-06-17MacroASIA ECONOMICS ANALYST: Chinese Household Balance Sheet: Structural Shift from Property to Financial Assets Amid Ongoing Deleveraging
Goldman Sachs·2026-06-17SectorChina Healthcare: EHA 2026 take: Positive efficacy updates for next-gen CAR-T; Incremental step up for BeOne’s BTK BCL2 franchise6160.HKLEGN.US
J.P. Morgan·2026-06-17SectorChina Property: NBS May 2026 data-tier-1 cities’ home price stabilization continued; others marginally weakened
Bernstein·2026-06-17SectorLiquid Cooling-What does Google's Brazos mean for the broader CDU ecosystemNVTVRT
Goldman Sachs·2026-06-17SectorDIGITAL INFRASTRUCTURE AI Infrastructure from the Field: Takeaways from 2nd Annual Denver tripLUMN.US
Goldman Sachs·2026-06-17MacroEuro Area: Final Inflation Details Show a Softening in Underlying Inflation; We Downgrade Our Forecasts on Lower Energy Prices