Americas Morning Research Summary

This morning summary provides updates on equity and industry research, highlighting solid U.S. consumer credit trends and the ongoing impact of AI on sectors ranging from technology to energy.

Key Takeaways

• 1.U.S. consumer credit remains benign with improving card DQ and NCO rates as of May 2026.
• 2.AI is significantly impacting industry trends, with concerns regarding disruption in info services and potential for digital re-rating in energy services.

Table of Contents

• Summary of Changes
• Industry Research
• Equity Strategy
• Publications Summary
• Global Metals & Mining Valuation Sheet
• Consumer
• Energy
• Financial Services
• Healthcare
• Industrials
• Internet & Media
• Technology
• Telecommunications
• Derivatives

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