The July 1, 2026, US Morning Call provides updates on the Goldman Sachs US Conviction List and new ratings initiations for BF_B, LAC, and FDXF. It also serves as a gateway to broader market intelligence topics including inflation, geopolitics, and trade.
Key Takeaways
- 1.The US Conviction List has been refreshed, including the addition of EL, WFC, and NXT, and the removal of BRX, DUK, and NVT.
- 2.Brown-Forman Corp. (BF_B) was reinstated at Sell due to a challenging whiskey outlook and muted financial growth expectations.
- 3.FedEx Freight Holding (FDXF) was initiated at Buy with a $186 price target based on an improved freight outlook.
Table of Contents
- Featured Analysts
- Notes on the Call
- Resource Corner
- Disclosure Appendix
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Authors
Sarah HerrChris Hussey
Securities
ELWFCBF_BLithium AmericasFDXF
Themes
Artificial IntelligenceGeopoliticsInflationObesitySustainability
Regions
North AmericaUnited States