UBS·2026-10-02SectorJapan Retail Sector September 2026 sales (announced 2 October) UNIQLO, Ryohin Keikaku, Sushiro, Nitori, and ST announced monthly sales9983.T2685.T3563.T7453.T9843.T
UBS·2026-10-02StrategyJapan Style Guide Factor leadership shifts again as dispersion moderates further
Goldman Sachs·2026-10-02RatesGLOBAL RATES TRADER Reaching LimitsGermany 10y Bund yield: forecastend-2026
Bernstein·2026-10-02SectorUS & EU Business Services Rollins & Rentokil (ROL RTO.LN): Winning in an AI Search-driven world (Expert Webinar)ROL.USRTO.L
Goldman Sachs·2026-10-02SectorEnergy, Utilities & Mining Pulse: Investors Asking: What Is the Top Debate in Your Coverage Into Year-End and What Is Your View?DVN.USMPC.USVLO.US
Bernstein·2026-10-02SectorGlobal Semiconductor Capital Equipment Global Semicap Tracker (Aug 26): Japan SPE +50% YoYADVANTESTTOKYOEL6146.T6525.TLASERTECAMATKLACLRCX
Goldman Sachs·2026-10-02MacroGlobal Economics Comment: Who Would Be Exposed to a Ban on US Diesel Exports?
Deutsche Bank·2026-10-02MacroJapan Macro & Fixed Income Strategy Weekly Macro & Fixed Income Strategy
BofA Securities·2026-10-02SectorU.S. REITs BofA U.S. REIT WeeklyADC.USCUBE.USEGP.USMAC.USPECO.USWELL.USWelltower·Top pickAgree Realty·Top pickCubeSmart·Top pickMacerich·Top pickPhillips Edison·Top pick
Goldman Sachs·2026-10-02MacroEuro Area Another Leg Higher in Energy Pushes Headline Inflation Up, with Core Pressures Still ContainedEuro area core HICP: 2.7% yoy peak2027-Q1Euro area headline HICP: 3.8% yoy peak2026-Q4
UBS·2026-10-02SectorAirlines & Aerospace Plane spotting US capacity growth continues sequential deterioration in SeptemberAALDAL.USUAL.US
Citi·2026-10-02ThematicArtificial Intelligence Citi’s Inference Ahead - Building the Rails for Scaled IntelligenceGOOGLMETANVDA
Deutsche Bank·2026-10-02SectorDeutsche Numis Consumer Staples Sector valuation tables, KPIs, price performance, and events calendarAPNA.LBAG.LCWK.LFEVR.LGCC.LGNS.L
Deutsche Bank·2026-10-02StrategyUK&I Daily Focus Friday, 2nd October 2026CCEP.USCCH.LKGF.LSJP.LSt James's Place·Top pick