INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
Replay & Themes Deck | 2Q24 US Housing Update & Outlook
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Replay | Data Update (March/April 2024) - AAPL, SMCI, BABA, JD
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Financials 1Q24 Earnings Recap | COF
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Invite | NKE – The Next Supercycle Starting, or Massive False Start? Learn More
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NKE is at a crossroads – that's not debatable, but will it win? And what shocks will reverberate through the supply chain while it tries?

EDU | Rare Buying Opportunity - Conservative Guidance + High Growth Is Intact
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Retail | Detailed Traffic Analysis 4/24 Learn More
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Visits Trend Normalized. Comp Sales & Tax Refunds Accel. Denim vs Leggings Debate (LEVI/BOOT/LULU). Earnings Preview

Retail | Detailed Traffic Analysis 4/24
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Financials 1Q24 Earnings Recap | FI, V, SYF
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Systemic Contagion Risk Tracker | Sovereign CDS Spreads Remain Elevated In The Middle East
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Weekly Position Monitor
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