Topic
LNG
Research on liquefied natural gas markets. Coverage includes global LNG trade flows, US export terminals, Asian demand, and European imports. Analysis of LNG pricing, long-term contracts, and infrastructure investment.
1157 reports available
US Equities Color: Under the Hood
US equities finished mixed as software saw historic outperformance and M&A activity surged in the consumer sector. Derivatives markets signaled technical extremes with the lowest S&P put-call skew in 24 years.
FX Daily Snapshot
The USD is stable amid US-Iran tensions while the market anticipates rate actions from the ECB and BoJ. Key US labor and manufacturing data this week will test inflation expectations under the leadership of a new Fed Chair.
German Inflation Analysis May 2026
German headline inflation fell to 2.6% in May due to government tax rebates on fuel, marking a temporary dip before an expected rise toward 4% later this year.
European Daily Focus
A comprehensive daily digest of European equity research and global strategy, featuring company updates on Soitec and CTS Eventim alongside macro analysis of US inflation and Middle East geopolitics.
Midyear Forum Speed Meets Scarcity
BlackRock's midyear outlook centers on the acceleration of AI investment and geopolitical risks like the Middle East conflict. The firm remains overweight U.S. equities while warning that traditional portfolio diversifiers are less effective.
Credit Calls
J.P. Morgan's daily credit research highlight's Micron's $1tn valuation and the AI-driven structural shift in the memory markets alongside rangebound credit spreads and softer Viasat earnings.