Topic
Rate Hikes
Coverage of global rate hike cycles and shifting central bank guidance. Research spans inflation persistence, energy-driven price pressures, and implications for bonds, equities, and FX.
1661 reports available
Danish Government Bond Auction Preview June 2026
SEB previews the June 3rd Danish government bond auction of 10Y Green and 30Y nominal bonds, suggesting DGB'35 Green is fairly priced with a cheap greenium, while DGB'52 is expensive.
TMT Specialist Sales Update
This GS TMT Sales update highlights price target hikes for Samsung and SK Hynix amid a prolonged memory upcycle, SoftBank's €75bn AI investment in France, and regulatory headwinds for Wise.
Morning Report
Global markets began June with optimism as a potential Iran deal boosted equities and lowered oil prices, despite ongoing regional conflict in Lebanon. US indices reached a nine-week winning streak while Australian yields fell following global trends.
Up and Adam
Raymond James notes the S&P 500's historic nine-week winning streak while highlighting that underlying index construction reveals value is outperforming growth in some segments. Key economic data, including PMI and labor reports, are the primary focus ahead of the June FOMC meeting.
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.
Swedish May PMI: Good Growth, Higher Prices
Sweden's Manufacturing PMI rose to 57.3 in May 2026, its highest level in over four years, driven by strong global demand and defense spending.