INSTITUTIONAL RESEARCH

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Federal Reserve Weekly H.8 Update
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Federal Reserve Weekly H.8 Update
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INVITE | *First Ever* Materials Themes Deck | Idiosyncratic Alpha Amid Chronic Underperformance...
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Retail | Detailed Traffic Analysis 8/22 Learn More
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Aggregate Visits Continue Acceleration. Earnings Look Ahead on LULU, ULTA, BBWI, GPS, FL, JWN, BBY, KSS, FIVE, AEO

1810.HK/XIACY (Also AAPL) | SU7 Even More Impressive + Smartphone Takeaways
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Remove DIDIY Long (Also UBER) | Another Growth Disappointment
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Remove DIDIY Long (Also UBER) | Another Growth Disappointment
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Invite | ADDYY Black Book | Adidas Product & Margin Cycles Learn More
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We’ll be diving deep into the product and margin cycle, where the company is now, and where it’s going.

Slides & Replay | 3Q24 Mid-Quarter Industrials Themes | Alpha
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Happening Soon | 3Q24 Mid-Quarter Industrials Themes | Alpha
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