Report Type

Comprehensive Market Reports & Financial Research

Global market reports reflect a divergence in regional growth and manufacturing, with French industrial output showing a 0.8% decline in late 2025 while projections for 2026 remain positive due to fiscal stimulus in Germany and increased defense spending. In Japan, the fixed income landscape is marked by a 10-year BEI breakout above 1.75% driven by FX pressure and BOJ rate expectations, though strategists warn of richness in specific tenors like the JBI30 amid cooling headline inflation. The technology sector is dominated by Alphabet’s AI-driven growth in Search and Cloud, although massive CapEx projections for 2026 and mixed guidance from service providers like Gartner have tempered broad optimism. Sector-level analysis highlights a bullish outlook for Indian equities and U.S. regional banks, the latter benefiting from a 60% increase in M&A volume and favorable positioning below the 10th percentile. In energy and commodities, geopolitical risks in the Middle East continue to provide a floor for oil prices, with Brent crude targeting the $70 per barrel mark. Finally, 4Q25 earnings results showcase resilience in consumer brands like Yum! Brands and Bunge, even as industrial sectors face structural shifts from Chinese competition and shifting global rating landscapes.

917 reports available

AI Debt Financing Tracker

Morgan Stanley·Jun 11, 2026

This report monitors the rapid expansion of AI-related debt financing, driven by hyperscaler capital expenditure and data center construction. Global supply is projected to reach $570bn in 2026, marking a significant acceleration over previous years.

Research Unplugged Goal Asset Allocation Webinar

Goldman Sachs·Jun 9, 2026

Goldman Sachs strategists highlight a tactical neutrality in asset allocation while remaining modestly pro-risk on a 12-month horizon. The outlook emphasizes a bumpier path ahead due to geopolitical and interest rate uncertainties.

Chipflation Navigating A Memory Crisis

Morgan Stanley·Jun 2, 2026

Surging AI-driven demand for memory has created a structural supply bottleneck. This 'Chipflation' forces priority allocation to AI infrastructure, squeezing margins for traditional consumer hardware.

Japanese Repatriation Flows What Matters Most for the Yen

Goldman Sachs·Jun 5, 2026

This report analyzes the likelihood of Japanese investor repatriation and its impact on the Yen, concluding that neither Japan Post Bank nor GPIF are likely to trigger large-scale, unhedged outflows from foreign assets in the near term.

US Consumer Dashboard

Goldman Sachs·May 28, 2026

The GS US Consumer Dashboard highlights a cooling outlook for 2026, where resilient current spending is expected to give way to significant headwinds from inflation, energy prices, and record-low consumer confidence. Analysts forecast real spending growth will slow to 1.5% in 2026 as temporary tax benefits fade.

Can Brent Remain Sustainably Below 100

Natixis·May 28, 2026

Brent crude prices fell to $94.3/bl amid US-Iran deal optimism, triggering a period of consolidation across global rates and equity markets. Meanwhile, French household confidence hit its lowest level since 2023.

Korea Market Outlook Update

Crédit Agricole CIB·May 26, 2026

China Equity Strategy: Forging New Horizons

Morgan Stanley·May 18, 2026

US Equity Views: Earnings Growth Paves a Bumpy Path to Higher Returns

Goldman Sachs·May 27, 2026

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