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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New Invite | WMT | Why You Should Buy It At All-Time Highs Learn More
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We see upside to $100 driven by its e-commerce flywheel and greater margin expansion. Our Black Book will have a deep-dive into the top-line drivers, margin headwinds and tailwinds, valuation framework, and upside/downside.

CALL REPLAY | Q3 2024 MACRO THEMES
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Darden Signaling Confidence Amid Economic Headwinds Learn More
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Darden Signaling Confidence Amid Economic Headwinds

CALL REPLAY | Q3 2024 MACRO THEMES
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May 2024 Global Ad Volume (PDD, META, SHEIN, TikTok, SE) - Temu Remains #1
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Long XIACY (1810.HK), Short JD | Winner & Loser 618 Shopping Festival
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CALL TOMORROW | Q3 2024 MACRO THEMES
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Credit Card Asset Quality Update | May 2024
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