Recurring series

The Point for North America

Finvaulta tracks 17 editions of The Point for North America from Citi, published between May 12, 2026 and July 15, 2026. Each edition is summarized on its own page.

Latest edition · July 15, 2026

Citi The Point for North America Wednesday, 15 July 2026

This report provides a daily market overview, featuring earnings previews and sector updates across North American Equities, Biopharma, Tech, and Economic indicators.

Citi's July 15, 2026 report offers a comprehensive summary of key company earnings, industry regulatory shifts, and economic developments. Major highlights include analysis on Microsoft's AI-driven growth, ServiceNow's mixed field checks, Biopharma sector rallies, and cooling US inflationary data that may affect Federal Reserve policy.

Read the latest edition in full

Key takeaways from the latest edition

1.Large-cap Biopharma sector shows seasonal strength and momentum despite geopolitical instability.
2.New York State plan to ban data center construction for up to a year raises risk profile for infrastructure and tech development.
3.Core CPI data showed weakness across the board, suggesting a potential shift in Fed rate hike expectations.

What this series covers

Morning Call Highlights
US Software - Microsoft F4Q26 Reseller Survey Notes Greater Nuance QoQ
ServiceNow, Inc. (NOW.N) - Mixed Checks, But Still See Upward Bias to 2Q + 2026 Estimates
International Business Machines Corp (IBM.N) - Digging into Pre-Announce: Important Incrementals from C-Suite Catchup
Sunbelt Rentals (SUNB.N) - Management NDR Takeaways
US Biotechnology and Pharmaceuticals - Biopharma 2Q26 EPS preview: Seasonal strength across the board
US HealthTech & Distribution - First Annual Peptide, TRT, HRT Survey Portends Long Growth Runway for HIMS
Bank of America Corp (BAC.N) - 2Q26 Review - Top-Line Strength + Better Oplev Drives Estimates Higher
Chevron (CVX.N) - Updating 2Q26 Estimates on Timing Tailwinds
Texas Instruments Inc (TXN.O) - Preview: Investor Focus on Data Center Strength & Gross Margin Upside
Wells Fargo & Co (WFC.N) - 2Q26 Review - Good Quarter but Further NIM Compression Resets Expectations
McDonald's Corp (MCD.N) - Setting the Table for 2Q26: The Low Water Mark Before SSS Are Re-Energized
ConocoPhillips (COP.N) - Updating 2Q26 Forecasts to Reflect Low Permian Gas Prices
Duke Energy (DUK.N) - Top North Carolina Hearing Takes, Q2 Expectations
The Williams Companies Inc (WMB.N) - You Can Call It Equity If You Want To
Roblox Corp (RBLX.N) - 2Q26 Preview: We Don't Expect a Change to FY26 Bookings Guidance
North America Gaming - Prediction Markets Facing a String of Court Losses to States
North America Telecommunications Infrastructure - New York State Set to Ban Data Center Construction for Up to a Year
US Airlines - Chart of the Day: Plateauing Airfares Place Emphasis on 2H Capacity Trend
US Aerospace & Defense - Chart of the Day: Expecting Large Beat Modest Raise as GE Kicks Off Aftermarket
US MedTech - Three Doctors in July: Endocrinology - Type 2 Pump Adoption Is Small but Growing
US Oil & Gas Equipment and Services – SLB & LBRT Form Alliance for Data Center Infrastructure & Power
US MedTech – CMS Proposed CY27 Physician Fee Schedule: Benign Rate Changes Across the Board
US HealthTech & Distribution – CY27 Proposed Physician Fee Schedule a Bit of a Mixed Bag for Our Coverage
US Digital Assets - The 11 Employee Exchange: Is this TradFi Threat a DeFi Opportunity?
Metal Matters - PGMs update - Takeaways from the Shanghai Platinum Week
Economics & Strategy
Fixed Income & FX

Edition archive

Series at a glance

Editions tracked: 17
First edition: May 12, 2026
Latest edition: July 15, 2026

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