INSTITUTIONAL RESEARCH

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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

Financials 1Q24 Earnings Recap | FI, V, SYF Learn More
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Systemic Contagion Risk Tracker | Sovereign CDS Spreads Remain Elevated In The Middle East Learn More
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Weekly Position Monitor Learn More
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Financials I-Vol Table Learn More
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Financials I-Vol Table Learn More
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Federal Reserve Weekly H.8 Update Learn More
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Sunday Retail EDGE | Seven Calls, As EPS Season Kicks Off Learn More
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FND bearish. FIVE off short list. HELE bearish into EPS. Ditto for TSCO. ORLY positive. KER – zero brand heat. Auto Retail bearish into EPS.

Themes Invite | 2Q24 US Housing Update & Outlook | Friday, April 26th @12:30PM Learn More
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Financials 1Q24 Earnings Recap | AXP Learn More
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