This report provides a daily update on North American equity markets, highlighting infrastructure asset valuations, technology sector initiations, and global economic indicators.
Key Takeaways
- 1.North America Midstream replacement cost estimated at >$1 trillion, signaling significant asset value.
- 2.US Semiconductor Equipment bullish outlook with WFE forecast raised to $250B by 2028.
- 3.Global equity positioning shows regional divergence with US broadening and Asian flow dynamics weakening.
Table of Contents
- Morning Call Highlights
- Company
- Industry
- Economics & Strategy
- Fixed Income & FX
- Key Rating and Target Price Changes
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Authors
Spiro DounisDouglas IrwinCharles BryantTyler RadkeFatima BoolaniAtif MalikJohn GodynGeoff MeachamJoanne WuenschKyle MengesAsiya MerchantEric WolfeNick JosephEric JosephSteven EndersGeorge KurosawaBradley EysterJeremy E JasonRyan LevinePatrick CunninghamDavid T ChewRichard W SchlatterAnju BhandariYue Hin PongAlex SaundersNathan SheetsCole LangloisGisela YoungAndrew HollenhorstVeronica ClarkDaniel TobonBrian LevineOsamu Takashima
Securities
FIG.NDDOG
Themes
AI Infrastructure
Regions
North AmericaUnited States