Transportation Research Reports

JPMorgan 2026-08-06

GCC: When there is a war in your backyard: Analysing the impact of conflict on the GCC sovereign credit

Market Report EN 15 Pages

Goldman Sachs 2026-07-21

AROUND THE WORLD IN 80 CHARTS PODCAST The US inventory cycle and upcoming change in tariff regime, with our Chief US Political Economist

Market Report EN 7 Pages

Bernstein 2026-07-09

J.B. Hunt Transportation Services (JBHT): A recovery is priced in, a return to structural growth is not (Upgrade to Outperform, $329)

Company Report EN 18 Pages

JPMorgan 2026-07-03

EHang - ADR: Downgrade to Underweight; commercialization delayed, first-mover advantage diminished

Company Report EN 16 Pages

JPMorgan 2026-06-17

European Equity Derivatives Strategy: Europe set to catch-up after the MOU: European + US worst of calls

Market Report EN 19 Pages

UBS 2026-06-16

European Equity Strategy: Simply Europe: Insufficiently exciting

Market Report EN 27 Pages

Citi 2026-06-16

Asia Airlines and Shipping: China Airlines as key laggard pick for US-Iran Peace Deal

Industry Report EN 13 Pages

JPMorgan 2026-06-15

JPM | US Energy: US & Iran Agree to Deal, Hormuz Reopening Set for Friday, What's Priced In, Where Are Expectations, Open Questions & More, Activity Rises, APA Alaska, NFG Takeaways, Terrapower Fireside

Industry Report EN 18 Pages

UBS 2026-06-11

Global Oil and Gas: Hormuz tracker: day 103

Market Report EN 23 Pages

JPMorgan 2026-06-09

TEx2, Global LNG Tracker/Hormuz, ENI, AKRBP, EQNR: EU Energy Sector Specialist Commentary

Market Report EN 10 Pages

UBS 2026-06-09

Global Oil and Gas: Hormuz Tracker — Day 101

Market Report EN 23 Pages

UBS 2026-06-10

Global Oil and Gas Hormuz tracker: day 102

Market Report EN 23 Pages

JPMorgan 2026-06-09

ANE, GLOBAL LNG TRACKER/HORMUZ, IBE: EU Energy Sector Specialist Commentary

Market Report EN 7 Pages

JPMorgan 2026-06-10

JPM | US Energy: US Attacks Iran as Inventories Deplete, Odds of June SOH Normalization Fall <10%, Higher Gas 2H27, Power Demand to Hit Records, DVN Guide, ETR Analyst Day, FCX Dinner

Market Report EN 19 Pages

Deutsche Bank 2026-06-09

The ECB's Tightrope: Our ECB client survey results

Market Report EN 14 Pages