Finance Research Reports

UBS 2026-06-12

US Economics Weekly: A new FOMC Chair

Economic Report EN 41 Pages

UBS 2026-06-12

Global Rates Strategy: 2026 Outlook – Iran conflict meets hawkish Fed meets AI

Industry Report EN 29 Pages

Morgan Stanley 2026-06-15

Above 3%, CPI Hits Different: Global Macro Strategy & US Equity Strategy

Market Report EN 17 Pages

Morgan Stanley 2026-06-15

AI Spending Continues to Crowd Out Services While Acquisitions Get Harder; Downgrade ACN to EW

Company Report EN 15 Pages

UBS 2026-06-11

Italian Diversified Financials May-26 Monthly Monitor: An Update on Fund Flows, Advisors Recruiting and Valuation

Industry Report EN 22 Pages

UBS 2026-06-11

First Horizon Corporation Management Dinner Takeaways

Industry Report EN 16 Pages

UBS 2026-06-11

Global FX Strategy: FX Compass: Central banks pose dispersion risk

Economic Report EN 17 Pages

BofA Securities 2026-06-10

US CPI, the US inflation curve, and the components of the Treasury/Bund spread

Industry Report EN 10 Pages

UBS 2026-06-08

Arthur J. Gallagher & Co: Upside to margins and attractive valuation; Upgrade to Buy

Industry Report EN 30 Pages

UBS 2026-06-10

Japan Autos, Auto Parts and Auto-tech Sector: May CPI and vehicle pricing trends

Industry Report EN 13 Pages

Citi 2026-06-10

Asia Economics & Strategy Daily: Strategy: ID Policy Choices and Responses; CN Trade; BI Hike; MN Trip Takeaways; KR GDP

Economic Report EN 13 Pages

Barclays 2026-06-10

US CPI Inflation Monitor (May CPI): Sifting through the noise

Company Report EN 9 Pages

UBS 2026-06-09

Global Equity Strategy: Semis — The New Oil... Reasons to Be Overweight in Parts

Industry Report EN 35 Pages

Citi 2026-06-08

India Banks and Non-Bank Lenders: Navigating the Crosscurrents — West Asia, NIMs & Growth; Citi India Conference 2026 Takeaways

Market Report EN 11 Pages

JPMorgan 2026-06-08

HK Banks (US rates vs China ODI), Japan Banks (Aozora upgrade), India, Wealth effect (Korea/Taiwan)

Market Report EN 8 Pages

Deutsche Bank 2026-06-09

The ECB's Tightrope: Our ECB client survey results

Company Report EN 14 Pages

Morgan Stanley 2026-06-09

June CPI Fixings: Upside Risks to USD: G10 FX Strategy, US Rates Strategy, and US Economics

Company Report EN 8 Pages

JPMorgan 2026-06-09

China Regulations - Continued Uncertainty; Italian Banks; Hormuz traffic tracker; SA Financials

Company Report EN 8 Pages

Morgan Stanley 2026-06-04

China Musings: Mid-Year Outlook - Marketing Feedback

Industry Report EN 10 Pages

JPMorgan 2026-06-08

Global Banks - Thoughts on China Investment Regulations, Expert call today; Spanish Banks; ECB Preview

Industry Report EN 8 Pages

Goldman Sachs 2026-06-07

China FX/Rates Monitor: The Policy Anchor Behind a Stronger CNY and Lower Rates

Industry Report EN 20 Pages

JPMorgan 2026-06-04

China Equity Strategy: Liquidity stable, concerns overdone, a dip-buying window for AI localization

Economic Report EN 23 Pages

Barclays 2026-06-05

US CPI Inflation Preview: May CPI: Softer rents, stronger travel inflation

Economic Report EN 10 Pages

Goldman Sachs 2026-06-05

The 720: HK Banks & Insurance, Broadcom, China Consumer Staples, Japan Macro (June Rate Hike & Yen), Yaskawa, Cross Asset Strategy

Economic Report EN 8 Pages

UBS 2026-06-05

Global Rates Strategy: The pull of US rates in a fragmenting world

Economic Report EN 9 Pages

Barclays 2026-06-11

Global Rates Markets Summary of views: A summary of our views on duration, the curve, swap spreads, inflation and volatility across the US, Europe, and Japan

Economic Report EN 7 Pages

Morgan Stanley 2026-06-05

The Viewpoint: Market Feedback -- Addressing Key Questions From Investors

Market Report EN 16 Pages

JPMorgan 2026-06-03

China Banks: SME Policy Shift -- Short-Term Asset Quality Pressure, Medium-Term Yield Recovery; Differential Impact Across Banks

Market Report EN 15 Pages

Morgan Stanley 2026-06-04

June 4: Oil-Led Rates Rally: Global Macro Commentary

Market Report EN 13 Pages

JPMorgan 2026-06-04

Investment Grade Aerospace & Defense: Updated Sector Views and Fair Value Targets; Trade Ideas; Initiating Coverage on Huntington Ingalls (HII) at Overweight and Leidos (LDOS) at Neutral

Market Report EN 16 Pages

Deutsche Bank 2026-06-05

dbAccess Global Consumer Conference: Key Equity Strategy Takeaways

Market Report EN 10 Pages

JPMorgan 2026-06-04

MiniMax (100.HK): What has changed since the M3 release on June 1?

Company Report EN 12 Pages

Deutsche Bank 2026-06-04

Oil down a bit on 'final negotiations'; US payrolls today: US inflation persisting well above the Fed's 2% target; Case for a June BoJ hike has increased

Company Report EN 14 Pages

Goldman Sachs 2026-06-05

AEJ Week Ahead: China money, credit, trade and inflation data; India CPI; Taiwan trade

Company Report EN 9 Pages

Citi 2026-06-03

US Economics: CPI Preview -- May core CPI modest while core PCE still strong

Industry Report EN 11 Pages

Goldman Sachs 2026-06-03

Technology: Software: 30th European Financials Conference - European Software & Payments Key Takeaways

Industry Report EN 12 Pages

UBS 2026-06-02

Greater China Banks Daily: PBOC to expand use of digital yuan; China relaxed banks' property lending limits

Economic Report EN 14 Pages

UBS 2026-06-03

Greater China Banks Daily: New report; Banks denied broad shift in operating loan valuation policy; Banks step up early redemptions as WMP hit take-profit targets

Economic Report EN 15 Pages

UBS 2026-06-02

Global Strategy Deal or No Deal: Trading Oil & Rates Scenarios in Global Credit

Market Report EN 10 Pages

Citi 2026-06-03

US Rates Strategy: US Inflation Chart Pack June 2 Close

Market Report EN 23 Pages

Citi 2026-06-03

India Banks: What's New from Citi India Conference 2026 -- SBI Chairman Keynote Takeaways

Market Report EN 10 Pages