INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
Federal Reserve Weekly H.8 Update
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3017.TW (Also AAPL, SMCI, 6805.TW) - Huawei Mate XT + ODM Certification Rumor
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Sunday Retail Edge | 5 Consumer Callouts Ahead of RH Print Learn More
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RH is the main event this week. We think we're at the end of a bottoming process. GIII more bearish. Preview on RH, MYTE, SIG, & GME.

Invite | Truck Market & Logistics Landscape | FreightWaves’ Craig Fuller | KNX, SNDR, ODFL, SAIA, R
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Invite | Truck Market & Logistics Landscape | FreightWaves’ Craig Fuller | KNX, SNDR, ODFL, SAIA, R
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Retail | Detailed Traffic Analysis 9/5 Learn More
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Aggregate Visits Decelerate, While Consumer Spending Holds In. Earnings Look Ahead On RH, HNNMY, GME, SIG, & ASO.

Add AVC (3017.TW) to Long List (Also VRT, NVDA) - Bullish on Air Cooling
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Hedgeye Monthly Inflation Nowcast
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Hedgeye Monthly Inflation Nowcast
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Sunday Retail Edge | 10 Key Callouts On This Monday Edition Learn More
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ADDYY and TPR/CPRI Events. More Bearish BBY. More Bullish FL. BBWI Catalyst Later. Punting TGT long and ANF short. DKS GIII Earnings. LOW

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