Daily Market and Economic Update

This report provides a daily synthesis of macro-economic forecasts, AI model performance in China, and earnings previews for European aerospace, refining, and automotive sectors.

Key Takeaways

• 1.AI-induced price increases in memory, software, and electricity are adding over 0.2pp to US core PCE inflation.
• 2.China's AI open-source models are reaching performance parity with proprietary models, driving adoption.
• 3.Greek refiners remain fundamentally strong but have significantly underperformed US peers YTD.

Table of Contents

• Global Economics Comment: AI Inflation
• US Daily: June CPI Preview
• NAVIGATING CHINA AI MODELS
• GREEK REFINERS - 2Q26 Preview
• EUROPE AUTOMOBILES
• Prysmian (PRY.MI) - Optical fiber S/D
• What's Top of Mind in Macro Research
• EUROPE AEROSPACE & DEFENSE - 1H26 Earnings Previews
• EUROPEAN OEMS IN CHINA

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