US Research Published: Week ending on June 26, 2026

Research evidence excerpt

US Research Published: Week ending on June 26, 2026

Accessible version

US Research Published

Week ending on June 26, 2026

Exhibit 1: US Research Published 29 June 2026

Week ending on June 26, 2026 US

Aerospace Investor Support

Valuation Trends: Val. Trends #935: USAF’s Collaborative Combat Aircraft moves forward Epstein, Ronald J. BofAS

Air Freight

FedEx Corp.: After F4Q comp hit, sees 20% Jun-Dec EPS growth; Transformation on track; PO $378 Hoexter, Ken

Airlines

Airlines: BofA Seat Tracker: May through September growth remains flat Didora, Andrew

Airlines: Monthly Scorecard: perfect storm of low capacity, falling fuel, strong demand Didora, Andrew

Apparel

PVH Corp: Downgrade to Underperform; EMEA exposure limits upside potential Toscano, Kendall

Asset Management

Brokers, Asset Managers & Exchanges: Takeaways after 8 industry contact meetings: CME CBOE

ICE COIN ARES OWL Siegenthaler, Craig

Autos/Car Manufacturers

Auto Sales Monthly Outlook: June SAAR est. of 16.2mm Perry, Alexander

Automotive Industry: Weekly Automotive Pit Stop: LCID trims in soft BEV market; F gains in JD

Power study Perry, Alexander

Banks-Multinational/Universal

Brazilian Financial Institutions: Feedback from the US: caution amidst rising uncertainties Pierry, Mario

Canadian Banks: OSFI capital reset syncs with pro-growth agenda Poonawala, Ebrahim

JPMorgan Chase & Co.: Five More Years (or More) Poonawala, Ebrahim

Banks-US Regionals

US Mid-cap Banks: Key debate: Deposit margin erosion Berman, Brandon

US Banks: BofA Expert Insights: AI financing—getting harder to ignore Poonawala, Ebrahim

Beverages - Soft Drinks

Beverages - Soft Drinks: Snapshot: beverage scanner trends ending 06/13/26 Galbo, Peter

Biotechnology

Apogee Therapeutics: APGE acquired by ABBV; Move to No Rating Ahmad, Tazeen