US Research Published: Week ending on July 10, 2026

Research evidence excerpt

US Research Published: Week ending on July 10, 2026

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GEMs Flow Talk: YTD quality rises, 80% are upgrades; Xovers here, declining demand fades Brauer, Jane

What’s priced in: BOI likely to cut this week; BCRP, BNM and NBP on hold Diaz, Pedro

Emerging Markets Economics

Mexico Watch: Headline and core keep falling in June despite the World Cup Capistran, Carlos

El Salvador Viewpoint: Fiscal and growth are what matters; the rest will come around Muller, Alexander

Argentina Watch: Financial plan 2026-27 unveiled. Rondeau, Sebastian

Chile Watch: Inflation surprises on the upside in June Rondeau, Sebastian

Entertainment

Formula One: Revving up the sponsorship engine Navon, Brent

iHeartMedia, Inc.: Stable outlook for 2Q; Expanding NFLX partnership an encouraging sign Reif Ehrlich, Jessica

Financial Services-Consumer/Commercial

Consumer Finance: 2Q Preview: looking for clues for what 2H will bring in 2Q earnings Bhatia, Mihir

Consumer Finance: Late fee redux Bhatia, Mihir

Goldman Sachs BDC, Inc.: Near-term credit headwinds & dividend reset; Downgrade to

Underperform Hewett, Derek

Banks - Brazil: Government tightens the economics of private payroll loans Pierry, Mario

Banks - Mexico: 2Q26 earnings calendar: loan engines reignite, earnings stay in check Pierry, Mario

Food

Packaged Food Industry: Packaged Food scanner trends; Mid period update for period

ending 6/27/26 Galbo, Peter

Food Processors

BellRing Brands Inc: Michael Axelrod appointed President & CEO effective 7/29 Deswandhy, Yasmine

Gas Utilities

Black Hills Corp: Watt’s the Q2’26 number for BKH? Fowler, Ross

Health Care

Health Care Facilities: For profit hospitals to get a 10% rate update in Outpatient Fischbeck, Kevin

Health Care Facilities: Hospital Survey: Q2 shows signs of deceleration in volumes Fischbeck, Kevin