Goldman Sachs·2026-06-22SectorCHINA CONSUMER DURABLES: APPLIANCE TRACKER,May 2026: Still weak domestic demand yet base will ease into June, 618 in focus; exports sequentially improved000333.SZ000651.SZ
Deutsche Bank·2026-06-22SectorShipping: Trade Shifting from Efficiency to Resiliency: A Win for Shipping and Investors
Bernstein·2026-06-22SectorU.S. Multi Industry & Electrical Equipment: Data Center Chillers (1 3): Primer and free cooling economicsCARRTT
Goldman Sachs·2026-06-22MacroTRACKING U.S. SUPPLY CHAIN CONGESTION GS Supply Chain Congestion Scale: June 22nd; Index Lower W W, Bottleneck Scale Unchanged at ‘2’
Goldman Sachs·2026-06-22SectorINDIA CABLES & WIRES EMS: Input inflation to drive improved revenue growth in Q1 for C&W and EMSKEI.NSPOLYCAB.NS
UBS·2026-06-22SectorUS Brokers and Asset Managers: Brownie Points: Survey Indicates Timing of PE Exits Will Take TimeBXKKR.US
Goldman Sachs·2026-06-22SectorEurope Energy: Oil Services,The AI and Digital transformation in Oil & Gas: time to market, cost curve and oil service beneficiariesTGS.OLVK.PA
Goldman Sachs·2026-06-22SectorAMERICAS TECHNOLOGY: HARDWARE,Traditional & accelerated servers: An industry primerDELLSMCI
Goldman Sachs·2026-06-22MacroSouth Korea: Acceleration in Early June Exports, Boosting the Trade Surplus to a Record high
Goldman Sachs·2026-06-22MacroGlobal: GS Economic Indicators Update: Financial Conditions Continue to Ease in South Korea
Goldman Sachs·2026-06-22StrategyGlobal Weekly Kickstart: Global equities extend gains as Middle East de-escalation continues
Morgan Stanley·2026-06-22SectorSemiconductor Production Equipment: Tech Monthly Jun 2026ADVANTESTTOKYOEL